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; 2,476 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, Q4 2024
Institutional positions in ConocoPhillips as of Dec 31, 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
- 2,460
- +232 vs. Q3 2024
- Shares held
- 1.04B
- +90.1M (+9.4%) vs. Q3 2024
- Total value
- $103.6B
- +$3.14B (+3.1%) vs. Q3 2024
- New holders
- 355
- 1,188 more added
- Sold out
- 123
- 691 more reduced
41 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,476 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Duncan Williams Asset Management, LLC | 2,159 | $214.1K | 0.08% | +2,159 | New |
| Vicus Capital | 2,163 | $214.5K | 0.02% | +2,163 | New |
| Gray Wealth Management Inc. | 2,171 | $215.3K | 0.08% | +104+5.0% | Added |
| Souders Financial Advisors | 2,178 | $216.0K | 0.03% | +25+1.2% | Added |
| Briaud Financial Planning, Inc | 2,183 | $216.0K | 0.09% | 00.0% | Unchanged |
| Schiavi & Co LLC | 2,180 | $216.2K | 0.08% | +2,180 | New |
| Loudon Investment Management, LLC | 2,180 | $216.2K | 0.12% | 00.0% | Unchanged |
| First Western Trust Bank | 2,180 | $216.2K | 0.01% | +2,180 | New |
| Gilman Hill Asset Management, LLC | 2,190 | $217.2K | 0.04% | +2,190 | New |
| NWF Advisory Services Inc. | 2,191 | $217.3K | 0.03% | +2,191 | New |
| Bensler, LLC | 2,197 | $217.8K | 0.03% | +26+1.2% | Added |
| Waters Parkerson & Co., LLC | 2,197 | $217.9K | 0.01% | +36+1.7% | Added |
| Waddell & Associates, LLC | 2,197 | $217.9K | 0.02% | +2,197 | New |
| Holistic Planning, LLC | 2,200 | $218.2K | 0.08% | −15−0.7% | Reduced |
| Phraction Management LLC | 2,200 | $218.2K | 0.08% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,096 | $218.5K | 0.21% | +2,096 | New |
| Legacy Capital Wealth Partners, LLC | 2,206 | $218.7K | 0.05% | +121+5.8% | Added |
| Retirement Planning Co of New England, Inc. | 2,206 | $218.8K | 0.11% | +147+7.1% | Added |
| Legacy Financial Group, Inc. | 2,208 | $219.0K | 0.07% | −14−0.6% | Reduced |
| Lincoln Capital LLC | 2,209 | $219.0K | 0.05% | −214−8.8% | Reduced |
| Geller Advisors LLC | 2,212 | $219.4K | 0.01% | −141−6.0% | Reduced |
| Herold Advisors, Inc. | 2,226 | $220.8K | 0.05% | +76+3.5% | Added |
| Jacobsen Capital Management | 2,230 | $221.1K | 0.09% | +61+2.8% | Added |
| General Partner, Inc. | 2,232 | $221.3K | 0.13% | +749+50.5% | Added |
| Tradewinds Capital Management, LLC | 2,239 | $222.0K | 0.06% | +77+3.6% | Added |
| Northstar Financial Companies, Inc. | 2,242 | $222.4K | 0.21% | +2,242 | New |
| Aprio Wealth Management, LLC | 2,249 | $223.0K | 0.03% | +124+5.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,244 | $223.0K | 0.08% | +77+3.6% | Added |
| King Wealth | 2,250 | $223.0K | 0.03% | +154+7.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,251 | $223.3K | 0.07% | +2,251 | New |
| TCI Wealth Advisors, Inc. | 2,252 | $223.3K | 0.02% | +351+18.5% | Added |
| Berry Wealth Group, LP | 2,260 | $224.2K | 0.16% | +117+5.5% | Added |
| Clear Harbor Asset Management, LLC | 2,261 | $224.2K | 0.02% | +2,261 | New |
| Strategic Financial Services, Inc, | 2,262 | $224.3K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 2,264 | $224.5K | 0.03% | +2,264 | New |
| Ossiam | 2,266 | $224.7K | 0.00% | −478,858−99.5% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,271 | $225.2K | 0.08% | +10+0.4% | Added |
| Silvia McColl Wealth Management, LLC | 2,280 | $226.1K | 0.17% | −84−3.6% | Reduced |
| Waterfront Wealth Inc. | 2,281 | $226.2K | 0.06% | +5+0.2% | Added |
| Lionshead Wealth Management, LLC | 2,282 | $226.3K | 0.16% | +2,282 | New |
| Compagnie Lombard Odier SCmA | 2,287 | $226.8K | 0.00% | +1,912+509.9% | Added |
| Avion Wealth | 2,299 | $227.0K | 0.06% | +15+0.7% | Added |
| Alpha Family Trust | 2,305 | $228.6K | 0.13% | −485−17.4% | Reduced |
| South Street Advisors LLC | 2,311 | $229.2K | 0.04% | +10.0% | Added |
| GDS Wealth Management | 2,324 | $230.5K | 0.02% | +267+13.0% | Added |
| Stokes Family Office, LLC | 2,324 | $230.5K | 0.02% | +315+15.7% | Added |
| Gallagher Capital Advisors, LLC | 2,327 | $230.7K | 0.17% | +2,327 | New |
| Hengehold Capital Management LLC | 2,327 | $230.8K | 0.02% | +181+8.4% | Added |
| Financial Management Network Inc | 2,283 | $230.8K | 0.05% | +15+0.7% | Added |
| Becker Capital Management Inc | 2,328 | $230.9K | 0.01% | −16−0.7% | Reduced |
| SpringVest Wealth Management LLC | 2,329 | $230.9K | 0.20% | +2,329 | New |
| Grandview Asset Management LLC | 2,331 | $231.0K | 0.08% | +12+0.5% | Added |
| MBL Wealth, LLC | 2,331 | $231.2K | 0.02% | +2,331 | New |
| Strategic Financial Partners, Ltd. | 2,333 | $231.4K | 0.12% | +425+22.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,339 | $232.0K | 0.02% | −174−6.9% | Reduced |
| Elevatus Welath Management | 2,340 | $232.0K | 0.08% | +210+9.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 2,340 | $232.1K | 0.03% | +2,340 | New |
| TruWealth Advisors, LLC | 2,341 | $232.2K | 0.01% | −638−21.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,343 | $232.4K | 0.07% | −279−10.6% | Reduced |
| Sovereign Investment Advisors, LLC | 2,355 | $233.5K | 0.07% | +2,355 | New |
| Invenio Wealth Partners LLC | 2,360 | $234.0K | 0.10% | +89+3.9% | Added |
| Triumph Capital Management | 2,364 | $234.4K | 0.08% | +149+6.7% | Added |
| RBA Wealth Management, LLC | 2,365 | $234.6K | 0.09% | −30−1.3% | Reduced |
| Crew Capital Management, Ltd. | 2,377 | $235.7K | 0.20% | +2,377 | New |
| Strategic Wealth Partners, Ltd. | 2,433 | $235.8K | 0.02% | −2,514−50.8% | Reduced |
| First Heartland Consultants, Inc. | 2,381 | $236.2K | 0.02% | +2,381 | New |
| Nicolet Bankshares Inc | 2,382 | $236.2K | 0.06% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,388 | $236.8K | 0.02% | −279−10.5% | Reduced |
| FIL Ltd | 2,389 | $236.9K | 0.00% | +68+2.9% | Added |
| Spinnaker Trust | 2,390 | $237.0K | 0.01% | +119+5.2% | Added |
| Schulhoff & Co Inc | 2,398 | $237.8K | 0.11% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,400 | $238.0K | 0.03% | +2,400 | New |
| Payden & Rygel | 2,400 | $238.0K | 0.02% | 00.0% | Unchanged |
| Aufman Associates Inc | 2,400 | $238.0K | 0.16% | −306−11.3% | Reduced |
| Hedges Asset Management LLC | 2,400 | $238.0K | 0.16% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,403 | $238.3K | 0.13% | +225+10.3% | Added |
| Royal Capital Wealth Management, LLC | 2,405 | $238.5K | 0.17% | +2,405 | New |
| Sunflower Bank, N.A. | 2,408 | $238.8K | 0.07% | +400+19.9% | Added |
| Evanson Asset Management, LLC | 2,413 | $239.3K | 0.02% | +2,413 | New |
| Peak Planning Group, LLC | 2,417 | $239.7K | 0.10% | +22+0.9% | Added |
| Schubert & Co | 2,419 | $239.9K | 0.16% | +42+1.8% | Added |
| GFG Capital, LLC | 2,421 | $240.1K | 0.07% | −27−1.1% | Reduced |
| United Advisor Group, LLC | 2,423 | $240.3K | 0.05% | −31−1.3% | Reduced |
| Intrinsic Value Partners, LLC | 2,425 | $240.5K | 0.24% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,429 | $240.8K | 0.06% | +10.0% | Added |
| FF Advisors,LLC | 2,388 | $241.2K | 0.17% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,438 | $241.8K | 0.08% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 2,441 | $242.1K | 0.13% | +1,145+88.3% | Added |
| ARS Wealth Advisors Group, LLC | 2,443 | $242.3K | 0.03% | +287+13.3% | Added |
| TCP Asset Management, LLC | 2,453 | $243.3K | 0.05% | +2,453 | New |
| Coastal Bridge Advisors, LLC | 2,454 | $243.3K | 0.06% | +136+5.9% | Added |
| First National Bank Sioux Falls | 2,459 | $243.9K | 0.10% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 2,460 | $243.9K | 0.09% | +3+0.1% | Added |
| Vermillion Wealth Management, Inc. | 2,467 | $244.7K | 0.13% | +2,467 | New |
| RDA Financial Network | 2,476 | $245.6K | 0.07% | +210+9.3% | Added |
| Financial Partners Group, Inc | 2,480 | $245.9K | 0.04% | −809−24.6% | Reduced |
| Kearns & Associates LLC | 2,482 | $246.1K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,482 | $246.2K | 0.02% | +205+9.0% | Added |
| Shoker Investment Counsel, Inc. | 2,488 | $246.8K | 0.08% | +4+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 2,493 | $247.2K | 0.02% | −59−2.3% | Reduced |