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
- 2,459
- +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
- 1,187 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 | 2,583 | $137.4B |
| Q4 2025 | 2,359 | $95.6B |
| Q3 2025 | 2,286 | $96.8B |
| Q2 2025 | 2,292 | $92.5B |
| Q1 2025 | 2,402 | $109.9B |
| Q4 2024 | 2,459 | $103.6B |
| Q3 2024 | 2,268 | $100.7B |
| Q2 2024 | 2,344 | $109.3B |
| Q1 2024 | 2,334 | $121.7B |
| Q4 2023 | 2,271 | $112.3B |
| Q3 2023 | 2,182 | $115.9B |
| Q2 2023 | 2,104 | $99.7B |
| Q1 2023 | 2,096 | $96.6B |
| Q4 2022 | 2,167 | $116.9B |
| Q3 2022 | 2,003 | $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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | – | $1.10M | 0.78% | – | – |
| Westbourne Investment Advisors, Inc. | 11,085 | $1.10M | 0.38% | +85+0.8% | Added |
| Geneos Wealth Management Inc. | 11,076 | $1.10M | 0.04% | +2,155+24.2% | Added |
| XML Financial, LLC | 10,981 | $1.09M | 0.10% | +4,614+72.5% | Added |
| Petrus Trust Company, LTA | 10,971 | $1.09M | 0.11% | +2,551+30.3% | Added |
| SevenBridge Financial Group, LLC | 10,673 | $1.09M | 0.21% | +699+7.0% | Added |
| Lake Street Advisors Group, LLC | 10,931 | $1.08M | 0.05% | +2,634+31.7% | Added |
| Phoenix Holdings Ltd. | 10,925 | $1.08M | 0.01% | −9,022−45.2% | Reduced |
| Eley Financial Management, Inc | 10,925 | $1.08M | 0.42% | +269+2.5% | Added |
| Modera Wealth Management, LLC | 10,922 | $1.08M | 0.01% | +358+3.4% | Added |
| SS&H Financial Advisors, Inc. | 10,913 | $1.08M | 0.39% | +7,932+266.1% | Added |
| Transform Wealth, LLC | 10,919 | $1.08M | 0.06% | +10,919 | New |
| Enhancing Capital LLC | 10,900 | $1.08M | 0.86% | +10,900 | New |
| Laurel Wealth Advisors LLC | 10,879 | $1.08M | 0.17% | +20+0.2% | Added |
| Bull Street Advisors, LLC | 10,850 | $1.08M | 0.52% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,847 | $1.08M | 0.15% | +36+0.3% | Added |
| Oak Thistle LLC | 10,816 | $1.07M | 0.32% | +10,816 | New |
| Good Life Advisors, LLC | 10,788 | $1.07M | 0.08% | +914+9.3% | Added |
| Trust Point Inc. | 10,767 | $1.07M | 0.07% | −269−2.4% | Reduced |
| Summit Place Financial Advisors, LLC | 10,750 | $1.07M | 0.61% | −209−1.9% | Reduced |
| Gallacher Capital Management LLC | 10,743 | $1.07M | 0.53% | +2,790+35.1% | Added |
| FSB Premier Wealth Management, Inc. | 10,707 | $1.06M | 0.43% | +2,082+24.1% | Added |
| Legato Capital Management LLC | 10,699 | $1.06M | 0.14% | −12,015−52.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,682 | $1.06M | 0.13% | −1,522−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,580 | $1.05M | 0.16% | −161−1.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 10,580 | $1.05M | 0.01% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 10,482 | $1.04M | 0.50% | −259−2.4% | Reduced |
| Brighton Jones LLC | 10,397 | $1.03M | 0.03% | −3,587−25.7% | Reduced |
| Radnor Capital Management, LLC | 10,399 | $1.03M | 0.17% | −650−5.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 10,392 | $1.03M | 0.00% | −486−4.5% | Reduced |
| Frank, Rimerman Advisors LLC | 10,352 | $1.03M | 0.07% | +3,509+51.3% | Added |
| Independence Bank of Kentucky | 10,344 | $1.03M | 0.16% | +3,536+51.9% | Added |
| Atomi Financial Group, Inc. | 10,321 | $1.02M | 0.05% | −1,039−9.1% | Reduced |
| Belpointe Asset Management LLC | 8,989 | $1.02M | 0.06% | −58−0.6% | Reduced |
| Persium Advisors, LLC | 10,267 | $1.02M | 1.00% | +10,267 | New |
| Sagespring Wealth Partners, LLC | 10,253 | $1.02M | 0.03% | +10,253 | New |
| Rosenberg Matthew Hamilton | 10,210 | $1.01M | 0.26% | −526−4.9% | Reduced |
| Hamilton Capital, LLC | 10,189 | $1.01M | 0.08% | +190+1.9% | Added |
| Sanders Morris Harris LLC | 10,224 | $1.01M | 0.15% | −17,588−63.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,185 | $1.01M | 0.72% | +125+1.2% | Added |
| Fiduciary Trust Co | 10,136 | $1.01M | 0.01% | +1,031+11.3% | Added |
| IHT Wealth Management, LLC | 10,124 | $1.00M | 0.03% | +848+9.1% | Added |
| Leo Wealth, LLC | 10,096 | $1.00M | 0.09% | +5,216+106.9% | Added |
| Thomasville National Bank | 10,088 | $1.00M | 0.07% | +191+1.9% | Added |
| Stevens Capital Management LP | 10,038 | $995.0K | 0.40% | +10,038 | New |
| Texas Capital Bancshares Inc | 10,002 | $991.9K | 0.40% | −776−7.2% | Reduced |
| Gibbs Wealth Management | 9,957 | $987.4K | 0.27% | +7,598+322.1% | Added |
| Mount Yale Investment Advisors, LLC | 9,871 | $978.9K | 0.08% | +3,612+57.7% | Added |
| Founders Financial Securities LLC | 9,860 | $977.9K | 0.09% | +771+8.5% | Added |
| Alps Advisors Inc | 9,837 | $975.5K | 0.01% | +4,249+76.0% | Added |
| CFM Wealth Partners LLC | 9,802 | $972.0K | 0.16% | −1,119−10.2% | Reduced |
| Sonora Investment Management Group, LLC | 9,771 | $969.0K | 0.07% | +3,649+59.6% | Added |
| SignalPoint Asset Management, LLC | 9,730 | $964.9K | 0.23% | −78−0.8% | Reduced |
| PDS Planning, Inc | 9,708 | $962.7K | 0.09% | +96+1.0% | Added |
| Adviser Investments LLC | 9,703 | $962.2K | 0.01% | +2,436+33.5% | Added |
| Huber Capital Management LLC | 9,700 | $961.9K | 0.19% | −4,700−32.6% | Reduced |
| Clarius Group, LLC | 9,667 | $958.7K | 0.07% | +2,676+38.3% | Added |
| Basepoint Wealth LLC | 9,658 | $957.8K | 0.76% | −1,784−15.6% | Reduced |
| First National Bank of Hutchinson | 9,643 | $956.3K | 0.58% | −41−0.4% | Reduced |
| Catalina Capital Group, LLC | 9,641 | $956.1K | 0.31% | +2,905+43.1% | Added |
| Pallas Capital Advisors LLC | 9,638 | $955.8K | 0.04% | +2,313+31.6% | Added |
| Sage Mountain Advisors LLC | 9,605 | $952.5K | 0.07% | +2,472+34.7% | Added |
| Probity Advisors, Inc. | 9,589 | $950.9K | 0.18% | +444+4.9% | Added |
| Global Retirement Partners, LLC | 9,580 | $950.1K | 0.03% | +981+11.4% | Added |
| Matthew Goff Investment Advisor, LLC | 9,475 | $939.6K | 0.17% | +87+0.9% | Added |
| AMG National Trust Bank | 9,493 | $934.6K | 0.03% | +1,295+15.8% | Added |
| Essex Savings Bank | 9,411 | $933.3K | 0.23% | +812+9.4% | Added |
| Howard Capital Management Inc. | 9,396 | $931.8K | 0.01% | +1,348+16.7% | Added |
| Alpha DNA Investment Management LLC | 9,357 | $927.9K | 0.51% | −12−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,323 | $924.6K | 0.25% | +31+0.3% | Added |
| Stableford Capital II LLC | 9,318 | $924.1K | 0.37% | −177−1.9% | Reduced |
| Callahan Advisors, LLC | 9,314 | $923.6K | 0.09% | +753+8.8% | Added |
| Navalign, LLC | 9,279 | $920.2K | 0.27% | +261+2.9% | Added |
| Harbor Advisors LLC | 9,272 | $919.5K | 0.14% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9,250 | $917.3K | 0.07% | 00.0% | Unchanged |
| Welch Group, LLC | 9,428 | $915.4K | 0.04% | −1,014−9.7% | Reduced |
| Potomac Fund Management Inc | 9,209 | $913.3K | 0.05% | +9,209 | New |
| Gs Investments, Inc. | 9,202 | $912.6K | 0.41% | −1,255−12.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 9,171 | $909.5K | 0.12% | −2,920−24.2% | Reduced |
| Private Wealth Partners, LLC | 9,146 | $907.0K | 0.07% | −854−8.5% | Reduced |
| Boston Family Office LLC | 9,139 | $906.0K | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,113 | $903.7K | 0.02% | −182−2.0% | Reduced |
| David Loasby | 8,851 | $902.1K | 0.08% | +488+5.8% | Added |
| Meriwether Wealth & Planning, LLC | 9,071 | $899.6K | 0.64% | +9,071 | New |
| Winnow Wealth LLC | 9,282 | $898.7K | 0.89% | +9,282 | New |
| Charles Schwab Trust Co | 9,059 | $898.4K | 0.08% | +248+2.8% | Added |
| Romano Brothers and Company | 9,047 | $897.2K | 0.11% | −105−1.1% | Reduced |
| Strategic Blueprint, LLC | 9,045 | $897.0K | 0.05% | +3,035+50.5% | Added |
| Holderness Investments Co | 9,016 | $894.1K | 0.20% | −303−3.3% | Reduced |
| Angeles Wealth Management, LLC | 8,994 | $891.9K | 0.07% | +1,040+13.1% | Added |
| Brady Martz Wealth Solutions, LLC | 8,463 | $887.6K | 0.21% | +8,463 | New |
| Sageworth Trust Co of South Dakota | 8,937 | $886.3K | 1.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 8,761 | $885.2K | 0.21% | 00.0% | Unchanged |
| Private Trust Co NA | 8,874 | $880.0K | 0.09% | +868+10.8% | Added |
| Brookstone Capital Management | 8,855 | $878.1K | 0.01% | +383+4.5% | Added |
| Lifestyle Asset Management, Inc. | 8,846 | $877.3K | 0.48% | +691+8.5% | Added |
| Sovran Advisors, LLC | 8,354 | $876.2K | 0.12% | +8,354 | New |
| Personal Cfo Solutions, LLC | 8,742 | $866.9K | 0.17% | +1,362+18.5% | Added |
| Greenfield Savings Bank | 8,731 | $865.9K | 0.42% | +319+3.8% | Added |
| Oakwell Private Wealth Management, LLC | 8,730 | $865.7K | 0.24% | +508+6.2% | Added |