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 |
|---|---|---|---|---|---|
| Barr E S & Co | 3,725 | $369.4K | 0.02% | −103−2.7% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,651 | $370.8K | 0.33% | +97+2.7% | Added |
| BWM Planning, LLC | 3,754 | $372.3K | 0.16% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,761 | $373.0K | 0.32% | −4−0.1% | Reduced |
| Carrera Capital Advisors | 3,784 | $375.2K | 0.09% | +3,784 | New |
| Marcum Wealth, LLC | 3,796 | $376.4K | 0.03% | −233−5.8% | Reduced |
| Montag A & Associates Inc | 3,804 | $377.2K | 0.02% | −5−0.1% | Reduced |
| Family Management Corp | 3,808 | $377.6K | 0.06% | +681+21.8% | Added |
| Sheets Smith Wealth Management | 3,810 | $377.8K | 0.05% | +239+6.7% | Added |
| YANKCOM Partnership | 3,813 | $378.1K | 0.20% | +3,813 | New |
| Duncker Streett & Co Inc | 3,815 | $378.3K | 0.07% | −2−0.1% | Reduced |
| RIA Advisory Group LLC | 3,826 | $379.4K | 0.13% | −14,615−79.3% | Reduced |
| Capital Planning Advisors, LLC | 3,849 | $381.7K | 0.06% | +312+8.8% | Added |
| MEMBERS Trust Co | 3,859 | $382.7K | 0.01% | +668+20.9% | Added |
| First National Bank | 3,862 | $383.0K | 0.26% | −20−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,869 | $383.7K | 0.04% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,873 | $384.1K | 0.14% | −1,300−25.1% | Reduced |
| West Family Investments, Inc. | 3,881 | $384.9K | 0.13% | +383+10.9% | Added |
| Crux Wealth Advisors | 3,882 | $385.0K | 0.21% | +3,882 | New |
| Vista Investment Partners LLC | 3,884 | $385.2K | 0.12% | −11,753−75.2% | Reduced |
| Kelly Financial Services LLC | 3,890 | $385.8K | 0.14% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,895 | $386.3K | 0.06% | +26+0.7% | Added |
| Riverview Trust Co | 3,903 | $387.1K | 0.35% | +222+6.0% | Added |
| Novare Capital Management LLC | 3,912 | $388.0K | 0.03% | −575−12.8% | Reduced |
| Manske Wealth Management | 3,913 | $388.1K | 0.15% | +3,913 | New |
| Wealth Dimensions Group, Ltd. | 3,915 | $388.3K | 0.10% | +1,277+48.4% | Added |
| Alpha Wealth Funds, LLC | 4,000 | $388.4K | 0.41% | +4,000 | New |
| Keynote Financial Services LLC | 3,930 | $389.7K | 0.30% | +992+33.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,931 | $389.8K | 0.09% | +57+1.5% | Added |
| RiverFront Investment Group, LLC | 3,939 | $390.6K | 0.01% | +539+15.9% | Added |
| BIP Wealth, LLC | 3,947 | $391.4K | 0.03% | +78+2.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,948 | $391.5K | 0.41% | +6+0.2% | Added |
| Werba Rubin Papier Wealth Management | 3,949 | $391.6K | 0.09% | +164+4.3% | Added |
| Field & Main Bank | 3,951 | $391.8K | 0.14% | +806+25.6% | Added |
| StoneX Group Inc. | 3,957 | $392.4K | 0.02% | +658+19.9% | Added |
| First Dallas Securities Inc. | 3,963 | $393.0K | 0.16% | 00.0% | Unchanged |
| Aries Wealth Management | 3,978 | $394.5K | 0.11% | −330−7.7% | Reduced |
| Cross Staff Investments Inc | 3,978 | $394.5K | 0.30% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,984 | $395.1K | 0.16% | −50−1.2% | Reduced |
| Aureus Asset Management, LLC | 3,988 | $395.5K | 0.03% | +3,988 | New |
| Tompkins Financial Corp | 3,992 | $395.9K | 0.04% | +503+14.4% | Added |
| Archer Investment Corp | 3,996 | $396.3K | 0.11% | +30+0.8% | Added |
| Levin Capital Strategies, L.P. | 4,000 | $396.7K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4,003 | $397.0K | 0.11% | −7−0.2% | Reduced |
| CFS Investment Advisory Services, LLC | 4,006 | $397.0K | 0.04% | −1,232−23.5% | Reduced |
| CWS Financial Advisors, LLC | 4,008 | $397.5K | 0.13% | +154+4.0% | Added |
| Aviso Wealth Management | 4,009 | $397.6K | 0.20% | +4,009 | New |
| Summit Financial Wealth Advisors, LLC | 4,042 | $398.1K | 0.08% | +396+10.9% | Added |
| Stockman Wealth Management, Inc. | 4,016 | $398.3K | 0.06% | +131+3.4% | Added |
| Plancorp, LLC | 4,018 | $398.5K | 0.02% | +104+2.7% | Added |
| Pure Financial Advisors, Inc. | 4,030 | $399.7K | 0.01% | −1,518−27.4% | Reduced |
| North Forty Two & Co. | 4,046 | $401.2K | 0.46% | +4,046 | New |
| Neumann Capital Management, LLC | 4,088 | $405.4K | 0.13% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4,089 | $405.5K | 0.05% | −55−1.3% | Reduced |
| Journey Strategic Wealth LLC | 4,101 | $406.8K | 0.02% | +391+10.5% | Added |
| Fairvoy Private Wealth, LLC | 4,123 | $408.9K | 0.11% | +4,123 | New |
| Advisor OS, LLC | 4,123 | $408.9K | 0.05% | +477+13.1% | Added |
| Trillium Asset Management, LLC | 4,124 | $409.0K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,128 | $409.4K | 0.02% | +296+7.7% | Added |
| ICONIQ Capital, LLC | 4,129 | $409.5K | 0.01% | +1,428+52.9% | Added |
| Lummis Asset Management, LP | 4,141 | $410.7K | 0.52% | −18−0.4% | Reduced |
| Cromwell Holdings LLC | 4,149 | $411.5K | 0.24% | +526+14.5% | Added |
| Cardiff Park Advisors, LLC | 4,150 | $411.6K | 0.04% | +34+0.8% | Added |
| Port Capital LLC | 4,150 | $412.0K | 0.02% | +89+2.2% | Added |
| Howard Financial Services, Ltd. | 4,163 | $412.8K | 0.06% | +850+25.7% | Added |
| Raiffeisen Bank International AG | 4,261 | $412.9K | 0.01% | +4,261 | New |
| Heritage Wealth Management, Inc./Texas | 4,176 | $414.1K | 0.24% | −1,322−24.0% | Reduced |
| Hara Capital LLC | 4,192 | $415.7K | 0.26% | +195+4.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,193 | $415.8K | 0.20% | +4,193 | New |
| McAdam, LLC | 4,198 | $416.3K | 0.02% | +4,198 | New |
| West Tower Group, LLC | 4,200 | $416.5K | 0.92% | +1,600+61.5% | Added |
| Advocate Group LLC | 4,219 | $418.4K | 0.08% | 00.0% | Unchanged |
| WMS Partners, LLC | 4,221 | $418.6K | 0.02% | +1,472+53.5% | Added |
| South State Corp. | 4,234 | $419.9K | 0.03% | −944−18.2% | Reduced |
| Thoroughbred Financial Services, LLC | 4,238 | $420.0K | 0.03% | −3−0.1% | Reduced |
| Hollencrest Capital Management | 4,239 | $420.4K | 0.02% | +22+0.5% | Added |
| Cadent Capital Advisors, LLC | 4,242 | $420.7K | 0.15% | +746+21.3% | Added |
| Douglas Lane & Associates, LLC | 4,246 | $421.1K | 0.01% | −82−1.9% | Reduced |
| LexAurum Advisors, LLC | 4,250 | $421.5K | 0.08% | +658+18.3% | Added |
| Signature Estate & Investment Advisors LLC | 4,252 | $421.7K | 0.01% | +402+10.4% | Added |
| Delaney Dennis R | 4,254 | $421.9K | 0.22% | −208−4.7% | Reduced |
| Lavaca Capital LLC | 4,286 | $425.0K | 0.19% | +428+11.1% | Added |
| Quantum Financial Advisors, LLC | 4,295 | $426.0K | 0.06% | +1,474+52.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,303 | $427.0K | 0.01% | −14,275−76.8% | Reduced |
| Prossimo Advisors, LLC | 4,310 | $427.0K | 0.31% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 4,313 | $427.8K | 0.07% | +61+1.4% | Added |
| MBM Wealth Consultants, LLC | 4,284 | $428.7K | 0.13% | +473+12.4% | Added |
| Unique Wealth Strategies, LLC | 4,334 | $429.8K | 0.19% | −1,120−20.5% | Reduced |
| Mattern Wealth Management LLC | 4,343 | $430.7K | 0.09% | −2,800−39.2% | Reduced |
| Private Portfolio Partners LLC | 4,354 | $431.8K | 0.08% | −100−2.2% | Reduced |
| Northeast Financial Consultants Inc | 4,361 | $432.5K | 0.02% | +122+2.9% | Added |
| North Star Asset Management Inc | 4,363 | $432.7K | 0.02% | +410+10.4% | Added |
| Norris Perne & French LLP | 4,364 | $432.8K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,370 | $433.4K | 0.08% | +2,101+92.6% | Added |
| Penobscot Investment Management Company, Inc. | 4,372 | $433.6K | 0.04% | −2,550−36.8% | Reduced |
| Meeder Asset Management Inc | 4,388 | $435.2K | 0.03% | +10.0% | Added |
| KLCM Advisors, Inc. | 4,388 | $435.2K | 0.05% | +758+20.9% | Added |
| Permanent Capital Management, LP | 4,388 | $435.2K | 0.13% | +4,388 | New |
| Southland Equity Partners LLC | 4,409 | $437.2K | 0.10% | +196+4.7% | Added |
| Alta Advisers Ltd | 4,412 | $437.5K | 0.28% | +1,012+29.8% | Added |