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, Q1 2025
Institutional positions in ConocoPhillips as of Mar 31, 2025. 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
- 2,402
- −14 vs. Q4 2024
- Shares held
- 1.05B
- +10.5M (+1.0%) vs. Q4 2024
- Total value
- $109.9B
- +$6.99B (+6.8%) vs. Q4 2024
- New holders
- 159
- 958 more added
- Sold out
- 173
- 938 more reduced
43 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Romano Brothers and Company | 9,747 | $1.02M | 0.13% | +700+7.7% | Added |
| Atomi Financial Group, Inc. | 9,783 | $1.03M | 0.05% | −538−5.2% | Reduced |
| Ignite Planners, LLC | 11,349 | $1.03M | 0.20% | +439+4.0% | Added |
| Navalign, LLC | 9,810 | $1.03M | 0.29% | +531+5.7% | Added |
| Mattern Capital Management, LLC | 9,833 | $1.03M | 0.13% | +1,714+21.1% | Added |
| SevenBridge Financial Group, LLC | 11,207 | $1.03M | 0.20% | +534+5.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 9,849 | $1.03M | 0.00% | −543−5.2% | Reduced |
| Alps Advisors Inc | 9,892 | $1.04M | 0.01% | +55+0.6% | Added |
| GKV Capital Management Co., Inc. | 9,950 | $1.04M | 0.52% | +2,815+39.5% | Added |
| Rosenberg Matthew Hamilton | 9,967 | $1.05M | 0.26% | −243−2.4% | Reduced |
| Thomasville National Bank | 9,969 | $1.05M | 0.08% | −119−1.2% | Reduced |
| Welch Group, LLC | 10,350 | $1.06M | 0.05% | +922+9.8% | Added |
| Strategic Blueprint, LLC | 10,134 | $1.06M | 0.06% | +1,089+12.0% | Added |
| Clearwater Capital Advisors, LLC | 10,151 | $1.07M | 0.10% | +10,151 | New |
| Simplicity Wealth,LLC | 10,168 | $1.07M | 0.08% | +10,168 | New |
| Texas Capital Bancshares Inc | 10,227 | $1.07M | 0.46% | +225+2.2% | Added |
| Pinnacle West Asset Management, Inc. | 10,235 | $1.07M | 0.78% | +50+0.5% | Added |
| Sanders Morris Harris LLC | 10,224 | $1.08M | 0.17% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,277 | $1.08M | 0.22% | +1,535+17.6% | Added |
| Cary Street Partners Financial LLC | 10,348 | $1.09M | 0.03% | −1,026−9.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,380 | $1.09M | 0.14% | −302−2.8% | Reduced |
| Winnow Wealth LLC | 10,381 | $1.09M | 1.01% | +1,099+11.8% | Added |
| Radnor Capital Management, LLC | 10,399 | $1.09M | 0.18% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 10,406 | $1.09M | 0.71% | +1,335+14.7% | Added |
| Independence Bank of Kentucky | 10,445 | $1.10M | 0.17% | +101+1.0% | Added |
| Peak Retirement Planning, Inc. | 10,465 | $1.10M | 0.61% | −767−6.8% | Reduced |
| Semmax Financial Advisors Inc. | 12,409 | $1.10M | 0.30% | +187+1.5% | Added |
| Modera Wealth Management, LLC | 10,498 | $1.10M | 0.01% | −424−3.9% | Reduced |
| Cooper Financial Group | 10,500 | $1.10M | 0.15% | +2,252+27.3% | Added |
| CFM Wealth Partners LLC | 10,522 | $1.11M | 0.19% | +720+7.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 10,580 | $1.11M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 10,606 | $1.11M | 0.03% | +1,113+11.7% | Added |
| Community Bank, N.A. | 10,617 | $1.11M | 0.15% | −1,045−9.0% | Reduced |
| Quest Partners LLC | 10,624 | $1.12M | 0.12% | −1,296−10.9% | Reduced |
| Byrne Asset Management LLC | 10,627 | $1.12M | 0.83% | – | – |
| Equitable Holdings, Inc. | 10,705 | $1.12M | 0.01% | −624−5.5% | Reduced |
| Trust Co of Oklahoma | 10,733 | $1.13M | 0.39% | −400−3.6% | Reduced |
| Bull Street Advisors, LLC | 10,750 | $1.13M | 0.54% | −100−0.9% | Reduced |
| Lynx Investment Advisory | 10,769 | $1.13M | 0.75% | +8,184+316.6% | Added |
| Advisor Resource Council | 10,908 | $1.13M | 0.09% | +10,908 | New |
| Bank of Stockton | 10,785 | $1.13M | 0.36% | −350−3.1% | Reduced |
| Trustmark National Bank Trust Department | 10,810 | $1.14M | 0.08% | −1,762−14.0% | Reduced |
| Clark Capital Management Group, Inc. | 10,810 | $1.14M | 0.01% | −251,179−95.9% | Reduced |
| Persium Advisors, LLC | 10,812 | $1.14M | 1.08% | +545+5.3% | Added |
| PDS Planning, Inc | 10,821 | $1.14M | 0.10% | +1,113+11.5% | Added |
| Bridgewater Associates, LP | 10,879 | $1.14M | 0.01% | +2,950+37.2% | Added |
| Ontario Teachers Pension Plan Board | 10,891 | $1.14M | 0.02% | −17,879−62.1% | Reduced |
| Enhancing Capital LLC | 10,900 | $1.14M | 0.92% | 00.0% | Unchanged |
| Transform Wealth, LLC | 10,908 | $1.15M | 0.07% | −11−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 10,913 | $1.15M | 0.43% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 10,972 | $1.15M | 0.30% | −1,918−14.9% | Reduced |
| Eley Financial Management, Inc | 10,935 | $1.15M | 0.46% | +10+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,051 | $1.16M | 0.17% | +471+4.5% | Added |
| Financial Advocates Investment Management | 11,068 | $1.16M | 0.08% | −505−4.4% | Reduced |
| Visionary Wealth Advisors | 11,083 | $1.16M | 0.07% | +5,034+83.2% | Added |
| Westbourne Investment Advisors, Inc. | 11,085 | $1.16M | 0.41% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11,127 | $1.17M | 0.18% | +248+2.3% | Added |
| Beacon Financial Group | 11,187 | $1.17M | 0.13% | −9,003−44.6% | Reduced |
| Huber Capital Management LLC | 11,200 | $1.18M | 0.22% | +1,500+15.5% | Added |
| Your Advocates Ltd., LLP | 11,201 | $1.18M | 0.45% | +2,892+34.8% | Added |
| Syntax Research, Inc. | 11,264 | $1.18M | 0.82% | −9,740−46.4% | Reduced |
| Godsey & Gibb Associates | 11,276 | $1.18M | 0.12% | +20.0% | Added |
| Mutual Advisors, LLC | 12,954 | $1.19M | 0.03% | −2,427−15.8% | Reduced |
| Wealthcare Advisory Partners LLC | 11,402 | $1.20M | 0.03% | −649−5.4% | Reduced |
| Sagespring Wealth Partners, LLC | 11,440 | $1.20M | 0.03% | +1,187+11.6% | Added |
| CoreFirst Bank & Trust | 11,465 | $1.20M | 0.77% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11,500 | $1.21M | 0.04% | −1,129−8.9% | Reduced |
| Qtron Investments LLC | 11,504 | $1.21M | 0.18% | −13,035−53.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,513 | $1.21M | 0.06% | −2,027−15.0% | Reduced |
| Capital Investment Advisory Services, LLC | 11,516 | $1.21M | 0.11% | +5,615+95.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,568 | $1.21M | 0.20% | +4,120+55.3% | Added |
| NBT Bank N A | 11,580 | $1.22M | 0.09% | −2,441−17.4% | Reduced |
| Smith, Moore & Co. | 11,608 | $1.22M | 0.11% | +353+3.1% | Added |
| Lummis Asset Management, LP | 12,962 | $1.22M | 0.85% | +8,821+213.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11,631 | $1.22M | 0.52% | −10.0% | Reduced |
| Nations Financial Group Inc, | 11,671 | $1.23M | 0.09% | −2,209−15.9% | Reduced |
| Chelsea Counsel Co | 11,680 | $1.23M | 0.67% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 11,684 | $1.23M | 0.10% | −2,914−20.0% | Reduced |
| Circle Wealth Management, LLC | 11,700 | $1.23M | 0.03% | −8−0.1% | Reduced |
| Summit Place Financial Advisors, LLC | 11,725 | $1.23M | 0.70% | +975+9.1% | Added |
| Equitable Trust Co | 11,794 | $1.24M | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,800 | $1.24M | 0.06% | +2,811+31.3% | Added |
| Gibbs Wealth Management | 11,818 | $1.24M | 0.30% | +1,861+18.7% | Added |
| Ausdal Financial Partners, Inc. | 11,879 | $1.25M | 0.09% | +497+4.4% | Added |
| Paradigm Asset Management Co LLC | 11,900 | $1.25M | 0.33% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 11,903 | $1.25M | 0.21% | −338−2.8% | Reduced |
| Advisors Capital Management, LLC | 11,980 | $1.26M | 0.02% | +3,890+48.1% | Added |
| New England Asset Management Inc | 12,000 | $1.26M | 0.20% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,042 | $1.26M | 0.10% | +37+0.3% | Added |
| Moneta Group Investment Advisors LLC | 12,066 | $1.27M | 0.02% | −109−0.9% | Reduced |
| Searle & Co. | 12,080 | $1.27M | 0.36% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12,087 | $1.27M | 0.12% | +100+0.8% | Added |
| Hardin Capital Partners, LLC | 12,119 | $1.27M | 0.78% | +10.0% | Added |
| Todd Asset Management LLC | 12,125 | $1.27M | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 12,130 | $1.27M | 0.01% | −33,314−73.3% | Reduced |
| LVZ Advisors, Inc. | 12,183 | $1.28M | 0.17% | +102+0.8% | Added |
| Daymark Wealth Partners, LLC | 12,192 | $1.28M | 0.06% | +539+4.6% | Added |
| Synergy Financial Management, LLC | 12,194 | $1.28M | 0.16% | +11,659+2,179.3% | Added |
| FSB Premier Wealth Management, Inc. | 12,211 | $1.28M | 0.50% | +1,504+14.0% | Added |
| Icon Wealth Advisors, LLC | 12,217 | $1.28M | 0.11% | −315−2.5% | Reduced |