ConocoPhillips
COP- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001163165
In the last 90 days, ConocoPhillips insiders filed 0 open-market purchases and 2 sales; 2,477 institutions reported holding it in 13F filings for Q2 2026, worth $106.3B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2024
Institutional positions in ConocoPhillips as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,269
- −46 vs. Q2 2024
- Shares held
- 957.0M
- +99.0M (+11.5%) vs. Q2 2024
- Total value
- $100.7B
- +$2.59B (+2.6%) vs. Q2 2024
- New holders
- 124
- 909 more added
- Sold out
- 170
- 882 more reduced
30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,477 | $106.3B |
| Q1 2026 | 2,584 | $137.4B |
| Q4 2025 | 2,359 | $95.6B |
| Q3 2025 | 2,287 | $96.8B |
| Q2 2025 | 2,293 | $92.5B |
| Q1 2025 | 2,403 | $109.9B |
| Q4 2024 | 2,460 | $103.6B |
| Q3 2024 | 2,269 | $100.7B |
| Q2 2024 | 2,345 | $109.3B |
| Q1 2024 | 2,335 | $121.7B |
| Q4 2023 | 2,272 | $112.3B |
| Q3 2023 | 2,183 | $115.9B |
| Q2 2023 | 2,105 | $99.7B |
| Q1 2023 | 2,096 | $96.6B |
| Q4 2022 | 2,168 | $116.9B |
| Q3 2022 | 2,004 | $104.7B |
| Q2 2022 | 1,995 | $92.2B |
| Q1 2022 | 1,975 | $103.5B |
| Q4 2021 | 1,789 | $73.9B |
| Q3 2021 | 1,643 | $70.7B |
| Q2 2021 | 1,591 | $64.0B |
| Q1 2021 | 1,525 | $55.5B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 10,048 | $1.06M | 0.04% | −30.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,060 | $1.06M | 0.76% | +50+0.5% | Added |
| Dynasty Wealth Management, LLC | 10,082 | $1.06M | 0.03% | −631−5.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,121 | $1.07M | 0.22% | +1,825+22.0% | Added |
| Gryphon Financial Partners LLC | 10,149 | $1.07M | 0.14% | +956+10.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,197 | $1.07M | 0.03% | −408−3.8% | Reduced |
| Patten Group, Inc. | 10,220 | $1.08M | 0.24% | −1,952−16.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,233 | $1.08M | 0.02% | +599+6.2% | Added |
| Proequities, Inc. | 10,252 | $1.08M | 0.06% | −492−4.6% | Reduced |
| KCM Investment Advisors LLC | 10,263 | $1.08M | 0.04% | +42+0.4% | Added |
| Hamilton Capital, LLC | 9,999 | $1.10M | 0.08% | +958+10.6% | Added |
| Hartford Funds Management Co LLC | 10,413 | $1.10M | 0.10% | −8−0.1% | Reduced |
| Welch Group, LLC | 10,442 | $1.10M | 0.05% | +888+9.3% | Added |
| Gs Investments, Inc. | 10,457 | $1.10M | 0.49% | +75+0.7% | Added |
| Summit Global Investments | 10,473 | $1.10M | 0.07% | +6,290+150.4% | Added |
| Journey Advisory Group, LLC | 9,682 | $1.11M | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,564 | $1.11M | 0.01% | −45−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,576 | $1.11M | 0.06% | −1,502−12.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 10,580 | $1.11M | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 10,605 | $1.12M | 0.12% | +226+2.2% | Added |
| VisionPoint Advisory Group, LLC | 10,609 | $1.12M | 0.38% | −868−7.6% | Reduced |
| SevenBridge Financial Group, LLC | 9,974 | $1.12M | 0.22% | −25−0.3% | Reduced |
| Eley Financial Management, Inc | 10,656 | $1.12M | 0.45% | −113−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 10,736 | $1.13M | 0.30% | +290+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,741 | $1.13M | 0.15% | −383−3.4% | Reduced |
| Wealthspan Partners, LLC | 10,741 | $1.13M | 0.56% | +10.0% | Added |
| Texas Capital Bancshares Inc | 10,778 | $1.13M | 0.46% | −11−0.1% | Reduced |
| PFG Investments, LLC | 10,807 | $1.14M | 0.07% | −164−1.5% | Reduced |
| Gilbert & Cook, Inc. | 10,811 | $1.14M | 0.16% | −1,742−13.9% | Reduced |
| Bull Street Advisors, LLC | 10,850 | $1.14M | 0.53% | −480−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 10,859 | $1.14M | 0.18% | −238−2.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 10,878 | $1.15M | 0.00% | −6,546−37.6% | Reduced |
| CFM Wealth Partners LLC | 10,921 | $1.15M | 0.20% | −2,775−20.3% | Reduced |
| Summit Place Financial Advisors, LLC | 10,959 | $1.15M | 0.64% | +150+1.4% | Added |
| IFP Advisors, Inc | 10,991 | $1.16M | 0.04% | +851+8.4% | Added |
| Westbourne Investment Advisors, Inc. | 11,000 | $1.16M | 0.40% | +800+7.8% | Added |
| Heritage Wealth Management, Inc. | 11,021 | $1.16M | 0.38% | −1,112−9.2% | Reduced |
| Trust Point Inc. | 11,036 | $1.16M | 0.09% | −213−1.9% | Reduced |
| Radnor Capital Management, LLC | 11,049 | $1.16M | 0.17% | −88−0.8% | Reduced |
| Trust Co of Oklahoma | 11,120 | $1.17M | 0.38% | −278−2.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,158 | $1.17M | 0.04% | +236+2.2% | Added |
| Bank of Stockton | 11,182 | $1.18M | 0.36% | +6,303+129.2% | Added |
| Smith, Moore & Co. | 11,183 | $1.18M | 0.11% | +556+5.2% | Added |
| Anchor Investment Management, LLC | 11,322 | $1.19M | 0.11% | +589+5.5% | Added |
| Atomi Financial Group, Inc. | 11,360 | $1.20M | 0.07% | +1,013+9.8% | Added |
| Quadrant Capital Group LLC | 11,379 | $1.20M | 0.08% | −421−3.6% | Reduced |
| Basepoint Wealth LLC | 11,442 | $1.20M | 0.89% | −1,330−10.4% | Reduced |
| Semmax Financial Advisors Inc. | 10,851 | $1.21M | 0.33% | +1,070+10.9% | Added |
| Voya Financial Advisors, Inc. | 11,546 | $1.21M | 0.13% | +744+6.9% | Added |
| Harbour Investment Management LLC | 11,571 | $1.22M | 0.54% | +1,045+9.9% | Added |
| NFJ Investment Group, LLC | 11,604 | $1.22M | 0.04% | −170−1.4% | Reduced |
| Community Bank, N.A. | 11,662 | $1.23M | 0.15% | +35+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 11,714 | $1.23M | 0.17% | +517+4.6% | Added |
| CoreFirst Bank & Trust | 11,734 | $1.24M | 0.71% | −240−2.0% | Reduced |
| Segment Wealth Management, LLC | 11,754 | $1.24M | 0.09% | +21+0.2% | Added |
| Barden Capital Management, Inc. | 11,758 | $1.24M | 1.09% | +1,253+11.9% | Added |
| Crestline Management, LP | 11,801 | $1.24M | 0.07% | +11,801 | New |
| Longfellow Investment Management Co LLC | 11,802 | $1.24M | 0.31% | +71+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 11,819 | $1.24M | 0.08% | +107+0.9% | Added |
| Johnson Financial Group, Inc. | 11,820 | $1.24M | 0.06% | +6,974+143.9% | Added |
| Foster & Motley Inc | 11,836 | $1.25M | 0.08% | −606−4.9% | Reduced |
| Vise Technologies, Inc. | 11,866 | $1.25M | 0.16% | +2,005+20.3% | Added |
| MidWestOne Financial Group, Inc. | 11,931 | $1.26M | 0.17% | +2,042+20.6% | Added |
| Searle & Co. | 11,979 | $1.26M | 0.31% | −4,548−27.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,983 | $1.26M | 0.17% | −7,637−38.9% | Reduced |
| Leavell Investment Management, Inc. | 11,992 | $1.26M | 0.06% | −2,109−15.0% | Reduced |
| Icon Wealth Advisors, LLC | 11,998 | $1.26M | 0.11% | +183+1.5% | Added |
| New England Asset Management Inc | 12,000 | $1.26M | 0.20% | −3,400−22.1% | Reduced |
| Grimes & Company, Inc. | 12,040 | $1.27M | 0.03% | +28+0.2% | Added |
| Cigna Investments Inc | 12,064 | $1.27M | 0.23% | −87−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 12,091 | $1.27M | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 12,102 | $1.27M | 0.71% | +8,967+286.0% | Added |
| Godsey & Gibb Associates | 12,126 | $1.28M | 0.12% | +110+0.9% | Added |
| Caldwell Trust Co | 12,127 | $1.28M | 0.13% | −320−2.6% | Reduced |
| Savvy Advisors, Inc. | 12,138 | $1.28M | 0.26% | +6,317+108.5% | Added |
| Proficio Capital Partners LLC | 12,142 | $1.28M | 0.13% | −1,111−8.4% | Reduced |
| Farther Finance Advisors, LLC | 12,153 | $1.28M | 0.05% | +2,007+19.8% | Added |
| Arete Wealth Advisors, LLC | 12,204 | $1.28M | 0.11% | −2,124−14.8% | Reduced |
| CFO4Life Group, LLC | 12,174 | $1.28M | 0.23% | +13+0.1% | Added |
| Byrne Asset Management LLC | 12,188 | $1.28M | 0.88% | −115−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 12,204 | $1.28M | 0.16% | +1,761+16.9% | Added |
| Brown Financial Advisors | 12,266 | $1.29M | 0.53% | +1,105+9.9% | Added |
| Foundations Investment Advisors, LLC | 12,268 | $1.29M | 0.03% | +256+2.1% | Added |
| Wright Investors Service Inc | 12,291 | $1.29M | 0.34% | +187+1.5% | Added |
| FineMark National Bank & Trust | 12,299 | $1.29M | 0.05% | −501−3.9% | Reduced |
| Sherbrooke Park Advisers LLC | 12,326 | $1.30M | 0.30% | −6,751−35.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 12,362 | $1.30M | 0.13% | +2,426+24.4% | Added |
| First National Bank & Trust Co of Newtown | 12,431 | $1.31M | 0.25% | −50−0.4% | Reduced |
| Avidian Wealth Solutions, LLC | 12,441 | $1.31M | 0.06% | +270+2.2% | Added |
| Guyasuta Investment Advisors Inc | 12,443 | $1.31M | 0.08% | +428+3.6% | Added |
| Grove Bank & Trust | 12,542 | $1.32M | 0.20% | −4,580−26.7% | Reduced |
| Palisade Asset Management, LLC | 12,542 | $1.32M | 0.13% | −180−1.4% | Reduced |
| V-Square Quantitative Management LLC | 12,546 | $1.32M | 0.19% | +2,186+21.1% | Added |
| Sargent Investment Group, LLC | 12,556 | $1.32M | 0.24% | +2,008+19.0% | Added |
| Chatham Capital Group, Inc. | 12,575 | $1.32M | 0.22% | +718+6.1% | Added |
| Redwood Investment Management, LLC | 12,654 | $1.32M | 0.12% | −1,743−12.1% | Reduced |
| Financial Advisory Service, Inc. | 12,591 | $1.33M | 0.11% | −7−0.1% | Reduced |
| Little House Capital LLC | 12,678 | $1.33M | 0.38% | +2,904+29.7% | Added |
| Cornerstone Wealth Management, LLC | 12,710 | $1.34M | 0.09% | +29+0.2% | Added |
| Moody National Bank Trust Division | 12,728 | $1.34M | 0.14% | +1,285+11.2% | Added |