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, 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 | 2,477 | $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, 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 |
|---|---|---|---|---|---|
| W Advisors, LLC | 2,852 | $282.8K | 0.17% | −137−4.6% | Reduced |
| Sittner & Nelson, LLC | 2,853 | $282.9K | 0.12% | −700−19.7% | Reduced |
| OneAscent Wealth Management LLC | 2,857 | $283.0K | 0.12% | −837−22.7% | Reduced |
| Smith Group Asset Management, LLC | 2,855 | $283.1K | 0.02% | +2,855 | New |
| VeraBank, N.A. | 2,857 | $283.3K | 0.08% | −414−12.7% | Reduced |
| Cannon Advisors, Inc. | 2,863 | $283.9K | 0.24% | −14−0.5% | Reduced |
| Brass Tax Wealth Management, Inc | 2,865 | $284.1K | 0.06% | −214−7.0% | Reduced |
| PAX Financial Group, LLC | 2,869 | $284.5K | 0.05% | +82+2.9% | Added |
| Camden National Bank | 2,869 | $284.5K | 0.04% | +480+20.1% | Added |
| Texas Yale Capital Corp. | 2,871 | $284.7K | 0.01% | −11,057−79.4% | Reduced |
| Fortress Private Ledger, LLC | 2,878 | $285.4K | 0.17% | +2,878 | New |
| Cornerstone Advisory, LLC | 2,971 | $286.0K | 0.03% | +411+16.1% | Added |
| Stoneridge Investment Partners LLC | 2,882 | $286.0K | 0.10% | 00.0% | Unchanged |
| Marex Group plc | 2,886 | $286.2K | 0.00% | +2,886 | New |
| New Covenant Trust Company, N.A. | 2,948 | $286.2K | 0.28% | −189−6.0% | Reduced |
| Stonebrook Private Inc. | 2,886 | $286.2K | 0.07% | +98+3.5% | Added |
| One Wealth Advisors, LLC | 2,896 | $287.2K | 0.04% | +763+35.8% | Added |
| MCF Advisors LLC | 2,900 | $287.6K | 0.02% | +30+1.0% | Added |
| First Commonwealth Financial Corp | 2,907 | $288.3K | 0.07% | +66+2.3% | Added |
| Millennium Capital Advisors, LLC | 2,910 | $288.6K | 0.20% | −57−1.9% | Reduced |
| Tucker Asset Management LLC | 2,913 | $288.9K | 0.03% | −27−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,912 | $289.0K | 0.00% | +105+3.7% | Added |
| Mountain Pacific Investment Advisers Inc | 2,916 | $289.2K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,917 | $289.3K | 0.30% | −2,140−42.3% | Reduced |
| Royal Fund Management, LLC | 2,917 | $289.5K | 0.03% | −2,563−46.8% | Reduced |
| TFB Advisors LLC | 2,922 | $289.8K | 0.08% | +10+0.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,926 | $290.2K | 0.06% | +796+37.4% | Added |
| Convergence Investment Partners, LLC | 2,928 | $290.4K | 0.06% | −45−1.5% | Reduced |
| UMA Financial Services, Inc. | 2,937 | $291.3K | 0.05% | −6−0.2% | Reduced |
| NovaPoint Capital, LLC | 2,938 | $291.4K | 0.09% | −366−11.1% | Reduced |
| United Community Bank | 2,942 | $291.8K | 0.11% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,952 | $292.8K | 0.23% | +2,952 | New |
| Claro Advisors LLC | 2,956 | $293.1K | 0.04% | −1,259−29.9% | Reduced |
| Scarborough Advisors, LLC | 2,972 | $294.7K | 0.04% | +332+12.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,973 | $294.8K | 0.04% | −916−23.6% | Reduced |
| Navellier & Associates Inc | 2,976 | $295.1K | 0.04% | −47,825−94.1% | Reduced |
| Roberts Glore & Co Inc | 2,985 | $296.0K | 0.09% | +507+20.5% | Added |
| Sivia Capital Partners, LLC | 2,986 | $296.1K | 0.15% | +925+44.9% | Added |
| InvesTrust | 3,055 | $296.6K | 0.08% | +3,055 | New |
| IMS Capital Management | 2,991 | $296.6K | 0.14% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,995 | $297.0K | 0.06% | +44+1.5% | Added |
| Adirondack Trust Co | 3,002 | $297.7K | 0.11% | +21+0.7% | Added |
| Ballast, Inc. | 3,002 | $297.7K | 0.09% | −410−12.0% | Reduced |
| Riverbend Wealth Management, LLC | 2,997 | $298.6K | 0.27% | +2,997 | New |
| LongView Wealth Management | 3,014 | $298.9K | 0.09% | −189−5.9% | Reduced |
| Fulcrum Capital LLC | 3,020 | $299.5K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,029 | $300.3K | 0.05% | −14−0.5% | Reduced |
| Schrum Private Wealth Management LLC | 3,029 | $300.4K | 0.25% | −919−23.3% | Reduced |
| Teamwork Financial Advisors, LLC | 3,032 | $300.7K | 0.04% | +72+2.4% | Added |
| ARK & TLK Investments, LLC | 3,034 | $300.9K | 0.10% | +4+0.1% | Added |
| Tempus Wealth Planning, LLC | 3,036 | $301.1K | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 3,036 | $301.1K | 0.08% | +548+22.0% | Added |
| Mission Creek Capital Partners, Inc. | 3,038 | $301.3K | 0.07% | +2+0.1% | Added |
| Midwest Financial Group LLC | 3,039 | $301.3K | 0.17% | −296−8.9% | Reduced |
| Insight Wealth Partners, LLC | 3,039 | $301.4K | 0.19% | +131+4.5% | Added |
| Wellington Shields Capital Management, LLC | 3,040 | $301.5K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,051 | $302.5K | 0.04% | +157+5.4% | Added |
| Waterway Wealth Management, LLC | 3,052 | $302.6K | 0.13% | −36−1.2% | Reduced |
| Auxano Advisors, LLC | 3,052 | $302.7K | 0.08% | +125+4.3% | Added |
| Bank & Trust Co | 3,056 | $303.1K | 0.25% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,059 | $303.4K | 0.09% | +761+33.1% | Added |
| Deseret Mutual Benefit Administrators | 3,059 | $303.4K | 0.15% | +750+32.5% | Added |
| Wharton Business Group, LLC | 3,065 | $304.0K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,069 | $304.3K | 0.05% | −910−22.9% | Reduced |
| Range Financial Group LLC | 3,071 | $304.6K | 0.14% | +3,071 | New |
| Facet Wealth, Inc. | 3,097 | $304.7K | 0.01% | +753+32.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,054 | $306.1K | 0.11% | +405+15.3% | Added |
| Smith Anglin Financial, LLC | 3,091 | $306.5K | 0.03% | +68+2.2% | Added |
| Barrett & Company, Inc. | 3,092 | $306.6K | 0.13% | +22+0.7% | Added |
| Knollwood Investment Advisory, LLC | 3,100 | $307.4K | 0.03% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,104 | $307.8K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,104 | $307.9K | 0.01% | −560−15.3% | Reduced |
| Midland Wealth Advisors LLC | 3,109 | $308.3K | 0.02% | +43+1.4% | Added |
| Kathmere Capital Management, LLC | 3,118 | $309.2K | 0.03% | +519+20.0% | Added |
| White Pine Capital LLC | 3,121 | $309.5K | 0.10% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,126 | $310.0K | 0.03% | +915+41.4% | Added |
| Meritage Portfolio Management | 3,127 | $310.1K | 0.02% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,127 | $310.1K | 0.12% | −1,885−37.6% | Reduced |
| Florida Financial Advisors, LLC | 3,128 | $310.2K | 0.14% | +11+0.4% | Added |
| Wealth Advisory Solutions, LLC | 3,133 | $310.7K | 0.09% | +55+1.8% | Added |
| E Fund Management Co., Ltd. | 3,137 | $311.1K | 0.02% | +908+40.7% | Added |
| Garrison Point Advisors, LLC | 3,138 | $311.2K | 0.15% | +40+1.3% | Added |
| Beacon Investment Advisors LLC | 3,144 | $311.8K | 0.15% | +3+0.1% | Added |
| Aspire Private Capital, LLC | 3,152 | $312.6K | 0.08% | −57−1.8% | Reduced |
| Keystone Financial Group | 3,159 | $313.3K | 0.03% | +787+33.2% | Added |
| Lee Financial Co | 3,160 | $313.4K | 0.04% | −44−1.4% | Reduced |
| Fortem Financial Group, LLC | 3,163 | $313.7K | 0.12% | +3,163 | New |
| Creative Financial Designs Inc | 3,166 | $314.0K | 0.03% | +368+13.2% | Added |
| Strategic Financial Concepts, LLC | 3,168 | $314.1K | 0.06% | +3,168 | New |
| WBH Advisory Inc | 3,170 | $314.4K | 0.03% | +415+15.1% | Added |
| LRI Investments, LLC | 3,184 | $315.8K | 0.03% | +110+3.6% | Added |
| BCO Wealth Management LLC | 3,188 | $316.2K | 0.26% | +3,188 | New |
| Meridian Investment Counsel Inc. | 3,190 | $316.4K | 0.09% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,209 | $318.3K | 0.08% | +10.0% | Added |
| Weaver Consulting Group | 3,216 | $318.9K | 0.10% | +138+4.5% | Added |
| Alan B. Lancz & Associates, Inc. | 3,242 | $321.5K | 0.33% | −500−13.4% | Reduced |
| Armstrong Advisory Group, Inc | 3,245 | $321.8K | 0.03% | +927+40.0% | Added |
| Bray Capital Advisors | 3,246 | $321.9K | 0.09% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 3,246 | $321.9K | 0.12% | −57−1.7% | Reduced |
| Hunter Associates Investment Management LLC | 3,221 | $322.0K | 0.05% | +238+8.0% | Added |