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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 2,343 | $232.4K | 0.07% | −279−10.6% | Reduced |
| TruWealth Advisors, LLC | 2,341 | $232.2K | 0.01% | −638−21.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,340 | $232.1K | 0.03% | +2,340 | New |
| Elevatus Welath Management | 2,340 | $232.0K | 0.08% | +210+9.9% | Added |
| Moss Adams Wealth Advisors LLC | 2,339 | $232.0K | 0.02% | −174−6.9% | Reduced |
| Strategic Financial Partners, Ltd. | 2,333 | $231.4K | 0.12% | +425+22.3% | Added |
| MBL Wealth, LLC | 2,331 | $231.2K | 0.02% | +2,331 | New |
| Grandview Asset Management LLC | 2,331 | $231.0K | 0.08% | +12+0.5% | Added |
| SpringVest Wealth Management LLC | 2,329 | $230.9K | 0.20% | +2,329 | New |
| Becker Capital Management Inc | 2,328 | $230.9K | 0.01% | −16−0.7% | Reduced |
| Financial Management Network Inc | 2,283 | $230.8K | 0.05% | +15+0.7% | Added |
| Hengehold Capital Management LLC | 2,327 | $230.8K | 0.02% | +181+8.4% | Added |
| Gallagher Capital Advisors, LLC | 2,327 | $230.7K | 0.17% | +2,327 | New |
| 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 |
| South Street Advisors LLC | 2,311 | $229.2K | 0.04% | +10.0% | Added |
| Alpha Family Trust | 2,305 | $228.6K | 0.13% | −485−17.4% | Reduced |
| Avion Wealth | 2,299 | $227.0K | 0.06% | +15+0.7% | Added |
| Compagnie Lombard Odier SCmA | 2,287 | $226.8K | 0.00% | +1,912+509.9% | Added |
| Lionshead Wealth Management, LLC | 2,282 | $226.3K | 0.16% | +2,282 | New |
| Waterfront Wealth Inc. | 2,281 | $226.2K | 0.06% | +5+0.2% | Added |
| Silvia McColl Wealth Management, LLC | 2,280 | $226.1K | 0.17% | −84−3.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,271 | $225.2K | 0.08% | +10+0.4% | Added |
| Ossiam | 2,266 | $224.7K | 0.00% | −478,858−99.5% | Reduced |
| Paradigm Financial Partners, LLC | 2,264 | $224.5K | 0.03% | +2,264 | New |
| Strategic Financial Services, Inc, | 2,262 | $224.3K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,261 | $224.2K | 0.02% | +2,261 | New |
| Berry Wealth Group, LP | 2,260 | $224.2K | 0.16% | +117+5.5% | Added |
| TCI Wealth Advisors, Inc. | 2,252 | $223.3K | 0.02% | +351+18.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,251 | $223.3K | 0.07% | +2,251 | New |
| 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 |
| Aprio Wealth Management, LLC | 2,249 | $223.0K | 0.03% | +124+5.8% | Added |
| Northstar Financial Companies, Inc. | 2,242 | $222.4K | 0.21% | +2,242 | New |
| Tradewinds Capital Management, LLC | 2,239 | $222.0K | 0.06% | +77+3.6% | Added |
| General Partner, Inc. | 2,232 | $221.3K | 0.13% | +749+50.5% | Added |
| Jacobsen Capital Management | 2,230 | $221.1K | 0.09% | +61+2.8% | Added |
| Herold Advisors, Inc. | 2,226 | $220.8K | 0.05% | +76+3.5% | Added |
| Geller Advisors LLC | 2,212 | $219.4K | 0.01% | −141−6.0% | Reduced |
| Lincoln Capital LLC | 2,209 | $219.0K | 0.05% | −214−8.8% | Reduced |
| Legacy Financial Group, Inc. | 2,208 | $219.0K | 0.07% | −14−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,206 | $218.8K | 0.11% | +147+7.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,206 | $218.7K | 0.05% | +121+5.8% | Added |
| Disciplined Investors, L.L.C. | 2,096 | $218.5K | 0.21% | +2,096 | 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 |
| 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 |
| Bensler, LLC | 2,197 | $217.8K | 0.03% | +26+1.2% | Added |
| NWF Advisory Services Inc. | 2,191 | $217.3K | 0.03% | +2,191 | New |
| Gilman Hill Asset Management, LLC | 2,190 | $217.2K | 0.04% | +2,190 | 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 |
| Schiavi & Co LLC | 2,180 | $216.2K | 0.08% | +2,180 | New |
| Briaud Financial Planning, Inc | 2,183 | $216.0K | 0.09% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,178 | $216.0K | 0.03% | +25+1.2% | Added |
| Gray Wealth Management Inc. | 2,171 | $215.3K | 0.08% | +104+5.0% | Added |
| Vicus Capital | 2,163 | $214.5K | 0.02% | +2,163 | New |
| Duncan Williams Asset Management, LLC | 2,159 | $214.1K | 0.08% | +2,159 | New |
| Lake Hills Wealth Management, LLC | 2,154 | $213.6K | 0.15% | +2,154 | New |
| Continuum Advisory, LLC | 2,145 | $212.7K | 0.03% | +96+4.7% | Added |
| Impact Capital Partners LLC | 2,142 | $212.4K | 0.08% | +2,142 | New |
| Asahi Life Asset Management Co., Ltd. | 2,140 | $212.2K | 0.13% | −3,060−58.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,143 | $212.0K | 0.07% | +139+6.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,137 | $211.9K | 0.08% | +2,137 | New |
| Bellwether Advisors, LLC | 2,136 | $211.8K | 0.04% | −44−2.0% | Reduced |
| GenWealth Group, Inc. | 2,136 | $211.8K | 0.05% | −16−0.7% | Reduced |
| Solidarilty Wealth, LLC | 2,134 | $211.6K | 0.06% | −50−2.3% | Reduced |
| Monticello Wealth Management, LLC | 2,132 | $211.4K | 0.02% | +2,132 | New |
| LCNB Corp | 2,130 | $211.2K | 0.08% | +64+3.1% | Added |
| Oak Harbor Wealth Partners, LLC | 2,126 | $210.8K | 0.06% | +76+3.7% | Added |
| MRP Capital Investments, LLC | 2,125 | $210.7K | 0.19% | −255−10.7% | Reduced |
| Maple Capital Management, Inc. | 2,122 | $210.4K | 0.02% | +2,122 | New |
| Green Harvest Asset Management LLC | 2,119 | $210.1K | 0.00% | +2,119 | New |
| Oakworth Capital, Inc. | 2,114 | $209.6K | 0.01% | −1,147−35.2% | Reduced |
| JB Capital LLC | 2,110 | $209.1K | 0.01% | +10.0% | Added |
| Sabal Trust CO | 2,108 | $209.1K | 0.01% | +2,108 | New |
| Saxon Interests, Inc. | 2,108 | $209.1K | 0.09% | +2,108 | New |
| Apexium Financial, LP | 2,106 | $208.9K | 0.01% | +2,106 | New |
| Inlet Private Wealth, LLC | 2,106 | $208.9K | 0.06% | −18−0.8% | Reduced |
| Cornerstone Select Advisors, LLC | 2,106 | $208.9K | 0.20% | +2,106 | New |
| Monetary Management Group Inc | 2,102 | $208.5K | 0.05% | −500−19.2% | Reduced |
| MV Capital Management, Inc. | 2,095 | $207.8K | 0.02% | +135+6.9% | Added |
| PFW Advisors LLC | 2,094 | $207.7K | 0.06% | +2,094 | New |
| Cypress Wealth Services, LLC | 2,093 | $207.6K | 0.04% | −518−19.8% | Reduced |
| Capital Investment Counsel, Inc | 2,093 | $207.6K | 0.03% | −2−0.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,137 | $207.5K | 0.08% | −7,898−78.7% | Reduced |
| Armor Investment Advisors, LLC | 2,088 | $207.1K | 0.09% | −20−0.9% | Reduced |
| Veracity Capital LLC | 2,087 | $207.0K | 0.08% | −118−5.4% | Reduced |
| Diamant Asset Management, Inc. | 2,085 | $206.8K | 0.13% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,076 | $205.9K | 0.01% | +25+1.2% | Added |
| Worth Financial Advisory Group, LLC | 2,073 | $205.6K | 0.13% | −97−4.5% | Reduced |
| LVW Advisors, LLC | 2,072 | $205.5K | 0.03% | −334−13.9% | Reduced |
| Ibex Wealth Advisors | 2,072 | $205.5K | 0.02% | +2,072 | New |
| Triton Wealth Management, PLLC | 1,790 | $205.4K | 0.11% | +1,790 | New |
| Wealth Group, Ltd. | 2,065 | $205.0K | 0.13% | +85+4.3% | Added |
| Spring Capital Management, LLC | 2,066 | $204.9K | 0.12% | +214+11.6% | Added |
| Northwest Wealth Management, LLC | 2,062 | $204.5K | 0.04% | +2,062 | New |
| Schnieders Capital Management LLC | 2,058 | $204.1K | 0.04% | +76+3.8% | Added |
| Hudock, Inc. | 2,055 | $203.9K | 0.04% | −359−14.9% | Reduced |