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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 4,129 | $409.5K | 0.01% | +1,428+52.9% | Added |
| Kestra Investment Management, LLC | 4,128 | $409.4K | 0.02% | +296+7.7% | Added |
| Trillium Asset Management, LLC | 4,124 | $409.0K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,123 | $408.9K | 0.05% | +477+13.1% | Added |
| Fairvoy Private Wealth, LLC | 4,123 | $408.9K | 0.11% | +4,123 | New |
| Journey Strategic Wealth LLC | 4,101 | $406.8K | 0.02% | +391+10.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,089 | $405.5K | 0.05% | −55−1.3% | Reduced |
| Neumann Capital Management, LLC | 4,088 | $405.4K | 0.13% | 00.0% | Unchanged |
| North Forty Two & Co. | 4,046 | $401.2K | 0.46% | +4,046 | New |
| Pure Financial Advisors, Inc. | 4,030 | $399.7K | 0.01% | −1,518−27.4% | Reduced |
| Plancorp, LLC | 4,018 | $398.5K | 0.02% | +104+2.7% | Added |
| Stockman Wealth Management, Inc. | 4,016 | $398.3K | 0.06% | +131+3.4% | Added |
| Summit Financial Wealth Advisors, LLC | 4,042 | $398.1K | 0.08% | +396+10.9% | Added |
| Aviso Wealth Management | 4,009 | $397.6K | 0.20% | +4,009 | New |
| CWS Financial Advisors, LLC | 4,008 | $397.5K | 0.13% | +154+4.0% | Added |
| CFS Investment Advisory Services, LLC | 4,006 | $397.0K | 0.04% | −1,232−23.5% | Reduced |
| Boyd Watterson Asset Management LLC | 4,003 | $397.0K | 0.11% | −7−0.2% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $396.7K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 3,996 | $396.3K | 0.11% | +30+0.8% | Added |
| Tompkins Financial Corp | 3,992 | $395.9K | 0.04% | +503+14.4% | Added |
| Aureus Asset Management, LLC | 3,988 | $395.5K | 0.03% | +3,988 | New |
| Excalibur Management Corp | 3,984 | $395.1K | 0.16% | −50−1.2% | Reduced |
| 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 |
| First Dallas Securities Inc. | 3,963 | $393.0K | 0.16% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,957 | $392.4K | 0.02% | +658+19.9% | Added |
| Field & Main Bank | 3,951 | $391.8K | 0.14% | +806+25.6% | Added |
| Werba Rubin Papier Wealth Management | 3,949 | $391.6K | 0.09% | +164+4.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,948 | $391.5K | 0.41% | +6+0.2% | Added |
| BIP Wealth, LLC | 3,947 | $391.4K | 0.03% | +78+2.0% | Added |
| RiverFront Investment Group, LLC | 3,939 | $390.6K | 0.01% | +539+15.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,931 | $389.8K | 0.09% | +57+1.5% | Added |
| Keynote Financial Services LLC | 3,930 | $389.7K | 0.30% | +992+33.8% | Added |
| Alpha Wealth Funds, LLC | 4,000 | $388.4K | 0.41% | +4,000 | New |
| Wealth Dimensions Group, Ltd. | 3,915 | $388.3K | 0.10% | +1,277+48.4% | Added |
| Manske Wealth Management | 3,913 | $388.1K | 0.15% | +3,913 | New |
| Novare Capital Management LLC | 3,912 | $388.0K | 0.03% | −575−12.8% | Reduced |
| Riverview Trust Co | 3,903 | $387.1K | 0.35% | +222+6.0% | Added |
| Biltmore Family Office, LLC | 3,895 | $386.3K | 0.06% | +26+0.7% | Added |
| Kelly Financial Services LLC | 3,890 | $385.8K | 0.14% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,884 | $385.2K | 0.12% | −11,753−75.2% | Reduced |
| Crux Wealth Advisors | 3,882 | $385.0K | 0.21% | +3,882 | New |
| West Family Investments, Inc. | 3,881 | $384.9K | 0.13% | +383+10.9% | Added |
| Van Strum & Towne Inc. | 3,873 | $384.1K | 0.14% | −1,300−25.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,869 | $383.7K | 0.04% | 00.0% | Unchanged |
| First National Bank | 3,862 | $383.0K | 0.26% | −20−0.5% | Reduced |
| MEMBERS Trust Co | 3,859 | $382.7K | 0.01% | +668+20.9% | Added |
| Capital Planning Advisors, LLC | 3,849 | $381.7K | 0.06% | +312+8.8% | Added |
| RIA Advisory Group LLC | 3,826 | $379.4K | 0.13% | −14,615−79.3% | Reduced |
| Duncker Streett & Co Inc | 3,815 | $378.3K | 0.07% | −2−0.1% | Reduced |
| YANKCOM Partnership | 3,813 | $378.1K | 0.20% | +3,813 | New |
| Sheets Smith Wealth Management | 3,810 | $377.8K | 0.05% | +239+6.7% | Added |
| Family Management Corp | 3,808 | $377.6K | 0.06% | +681+21.8% | Added |
| Montag A & Associates Inc | 3,804 | $377.2K | 0.02% | −5−0.1% | Reduced |
| Marcum Wealth, LLC | 3,796 | $376.4K | 0.03% | −233−5.8% | Reduced |
| Carrera Capital Advisors | 3,784 | $375.2K | 0.09% | +3,784 | New |
| Kuhn & Co Investment Counsel | 3,761 | $373.0K | 0.32% | −4−0.1% | Reduced |
| BWM Planning, LLC | 3,754 | $372.3K | 0.16% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,651 | $370.8K | 0.33% | +97+2.7% | Added |
| Barr E S & Co | 3,725 | $369.4K | 0.02% | −103−2.7% | Reduced |
| Golden State Wealth Management, LLC | 3,714 | $368.4K | 0.06% | +3,714 | New |
| Boothbay Fund Management, LLC | 3,713 | $368.2K | 0.01% | −5,849−61.2% | Reduced |
| Prosperity Consulting Group, LLC | 3,703 | $367.2K | 0.03% | −1,752−32.1% | Reduced |
| Beck Mack & Oliver LLC | 3,691 | $366.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,690 | $366.0K | 0.06% | −12−0.3% | Reduced |
| Wrapmanager Inc | 3,681 | $365.0K | 0.09% | −254−6.5% | Reduced |
| Peoples Bank | 3,678 | $364.8K | 0.21% | +639+21.0% | Added |
| Waterloo Capital, L.P. | 3,667 | $363.7K | 0.04% | +559+18.0% | Added |
| Safeguard Financial, LLC | 3,664 | $363.4K | 0.08% | −659−15.2% | Reduced |
| Oak Harvest Investment Services | 3,661 | $363.0K | 0.05% | +3,661 | New |
| Integrity Alliance, LLC. | 3,657 | $362.6K | 0.04% | +3,657 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,654 | $362.4K | 0.07% | +218+6.3% | Added |
| J. L. Bainbridge & Co., Inc. | 3,644 | $361.4K | 0.03% | +71+2.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,625 | $359.5K | 0.03% | −583−13.9% | Reduced |
| Hickory Point Bank & Trust | 3,625 | $359.5K | 0.32% | +3,625 | New |
| Moloney Securities Asset Management, LLC | 3,618 | $358.8K | 0.05% | −8−0.2% | Reduced |
| St Germain D J Co Inc | 3,608 | $357.8K | 0.02% | +436+13.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,606 | $357.6K | 0.03% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 3,604 | $357.4K | 0.12% | +3,604 | New |
| McRae Capital Management Inc | 3,600 | $357.0K | 0.07% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,600 | $357.0K | 0.08% | −52−1.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,593 | $356.3K | 0.07% | +29+0.8% | Added |
| West Michigan Advisors, LLC | 3,587 | $355.7K | 0.11% | +3,587 | New |
| Piscataqua Savings Bank | 3,580 | $355.0K | 0.31% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,542 | $354.9K | 0.05% | +318+9.9% | Added |
| Hirtle Callaghan & Co LLC | 3,578 | $354.8K | 0.01% | −472−11.7% | Reduced |
| Forza Wealth Management, LLC | 3,569 | $353.9K | 0.16% | −47−1.3% | Reduced |
| Staley Capital Advisers Inc | 3,568 | $353.8K | 0.02% | 00.0% | Unchanged |
| Towneley Capital Management, Inc | 3,568 | $353.8K | 0.08% | +3,568 | New |
| Evelyn Partners Investment Management LLP | 3,561 | $353.1K | 0.01% | +3,561 | New |
| Resonant Capital Advisors, LLC | 3,551 | $352.2K | 0.03% | +3,551 | New |
| Fiera Capital Corp | 3,548 | $351.9K | 0.00% | −900−20.2% | Reduced |
| Regatta Capital Group, LLC | 3,547 | $351.8K | 0.07% | +787+28.5% | Added |
| Arcataur Capital Management LLC | 3,544 | $351.5K | 0.12% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,543 | $351.3K | 0.03% | +3,543 | New |
| Chilton Investment Co LLC | 3,536 | $350.7K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,520 | $349.1K | 0.05% | −9,559−73.1% | Reduced |
| Fragasso Group Inc. | 3,516 | $348.7K | 0.03% | +3,516 | New |
| Bahl & Gaynor Inc | 3,507 | $347.8K | 0.00% | +421+13.6% | Added |
| CWA Asset Management Group, LLC | 3,498 | $346.9K | 0.02% | +294+9.2% | Added |