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 | 2,584 | $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, 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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 2,806 | $294.7K | 0.02% | −710−20.2% | Reduced |
| Northwest Wealth Management, LLC | 2,809 | $295.0K | 0.06% | +747+36.2% | Added |
| Shayne & Co., LLC | 2,809 | $295.0K | 0.07% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,812 | $295.3K | 0.10% | +374+15.3% | Added |
| Renaissance Group LLC | 2,818 | $295.9K | 0.01% | −79−2.7% | Reduced |
| Callan Capital, LLC | 2,824 | $296.6K | 0.02% | −458−14.0% | Reduced |
| MTM Investment Management, LLC | 2,815 | $296.7K | 0.11% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,826 | $296.8K | 0.07% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,829 | $297.1K | 0.06% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 2,831 | $297.3K | 0.07% | −833−22.7% | Reduced |
| UMA Financial Services, Inc. | 2,831 | $297.4K | 0.05% | −106−3.6% | Reduced |
| United Community Bank | 2,832 | $297.4K | 0.11% | −110−3.7% | Reduced |
| Smith Group Asset Management, LLC | 2,834 | $297.6K | 0.02% | −21−0.7% | Reduced |
| St. Nicholas Private Asset Management, Inc | 2,835 | $297.7K | 0.28% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 2,845 | $298.8K | 0.11% | +241+9.3% | Added |
| Stonebrook Private Inc. | 2,849 | $299.2K | 0.08% | −37−1.3% | Reduced |
| VeraBank, N.A. | 2,849 | $299.2K | 0.08% | −8−0.3% | Reduced |
| Blue Rock Wealth Management LLC | 2,849 | $299.2K | 0.25% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,932 | $300.1K | 0.32% | −16−0.5% | Reduced |
| Brass Tax Wealth Management, Inc | 2,865 | $300.9K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,945 | $301.5K | 0.05% | −28−0.9% | Reduced |
| Brookwood Investment Group LLC | 2,872 | $301.6K | 0.05% | +2,872 | New |
| Schubert & Co | 2,874 | $301.8K | 0.21% | +455+18.8% | Added |
| Bank & Trust Co | 2,883 | $302.8K | 0.25% | −173−5.7% | Reduced |
| Loomis Sayles & Co L P | 2,883 | $303.0K | 0.00% | +844+41.4% | Added |
| Capital Square, LLC | 2,886 | $303.1K | 0.18% | +250+9.5% | Added |
| Roberts Glore & Co Inc | 2,887 | $303.2K | 0.09% | −98−3.3% | Reduced |
| LongView Wealth Management | 2,898 | $304.3K | 0.09% | −116−3.8% | Reduced |
| Sittner & Nelson, LLC | 2,903 | $304.9K | 0.13% | +50+1.8% | Added |
| LS Investment Advisors, LLC | 2,905 | $305.1K | 0.05% | −2,100−42.0% | Reduced |
| Quent Capital, LLC | 2,908 | $305.4K | 0.03% | −526−15.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,912 | $306.0K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,915 | $306.0K | 0.13% | +69+2.4% | Added |
| Mountain Pacific Investment Advisers Inc | 2,916 | $306.2K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 2,919 | $306.6K | 0.10% | +418+16.7% | Added |
| Novare Capital Management LLC | 2,920 | $306.7K | 0.03% | −992−25.4% | Reduced |
| Keystone Financial Group | 2,923 | $307.0K | 0.03% | −236−7.5% | Reduced |
| Addison Advisors LLC | 2,935 | $308.2K | 0.08% | +255+9.5% | Added |
| Monarch Capital Management Inc | 2,936 | $308.3K | 0.09% | −100−3.3% | Reduced |
| Southeast Asset Advisors Inc. | 2,938 | $308.5K | 0.04% | +2,938 | New |
| Strategic Financial Concepts, LLC | 2,939 | $308.7K | 0.06% | −229−7.2% | Reduced |
| Souders Financial Advisors | 2,943 | $309.1K | 0.04% | +765+35.1% | Added |
| Prelude Capital Management, LLC | 2,946 | $309.4K | 0.03% | −3,142−51.6% | Reduced |
| Adirondack Trust Co | 2,947 | $309.5K | 0.12% | −55−1.8% | Reduced |
| NovaPoint Capital, LLC | 2,950 | $309.8K | 0.10% | +12+0.4% | Added |
| Insight Wealth Partners, LLC | 2,951 | $309.9K | 0.19% | −88−2.9% | Reduced |
| Hummer Financial Advisory Services Inc | 2,952 | $310.0K | 0.25% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3,542 | $310.4K | 0.04% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,966 | $311.5K | 0.03% | −204−6.4% | Reduced |
| Nicolet Bankshares Inc | 2,967 | $311.6K | 0.06% | +585+24.6% | Added |
| Ballast, Inc. | 2,973 | $312.2K | 0.09% | −29−1.0% | Reduced |
| Physicians Financial Services, Inc. | 2,980 | $313.0K | 0.10% | +250+9.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,982 | $313.2K | 0.01% | +56+1.9% | Added |
| Zions Bancorporation, National Association | 3,010 | $316.1K | 0.02% | +3,010 | New |
| Schaper Benz & Wise Investment Counsel Inc | 3,014 | $316.5K | 0.03% | −592−16.4% | Reduced |
| Diversified Enterprises, LLC | 3,029 | $318.1K | 0.03% | +3,029 | New |
| Schrum Private Wealth Management LLC | 3,029 | $318.1K | 0.28% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 3,034 | $318.6K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,036 | $318.8K | 0.10% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 3,474 | $319.2K | 0.03% | +3,474 | New |
| Wellington Shields Capital Management, LLC | 3,040 | $319.2K | 0.06% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,041 | $319.4K | 0.03% | −7,930−72.3% | Reduced |
| Aprio Wealth Management, LLC | 3,050 | $320.3K | 0.04% | +801+35.6% | Added |
| Vanguard Capital Wealth Advisors | 3,050 | $320.3K | 0.39% | −350−10.3% | Reduced |
| InvesTrust | 3,055 | $320.8K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,055 | $320.8K | 0.01% | +3,055 | New |
| Armstrong Advisory Group, Inc | 3,245 | $321.8K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,065 | $322.0K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,073 | $322.8K | 0.06% | −398−11.5% | Reduced |
| Creative Financial Designs Inc | 3,077 | $323.1K | 0.03% | −89−2.8% | Reduced |
| Centiva Capital, LP | 3,092 | $324.7K | 0.02% | −8,586−73.5% | Reduced |
| Alhambra Investment Partners LLC | 3,093 | $324.9K | 0.17% | +278+9.9% | Added |
| Bright Futures Wealth Management, LLC. | 3,718 | $325.5K | 0.36% | +67+1.8% | Added |
| Knollwood Investment Advisory, LLC | 3,100 | $325.6K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,102 | $325.8K | 0.14% | +10+0.3% | Added |
| Cabot Wealth Management Inc | 3,104 | $326.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,112 | $326.8K | 0.11% | +3,112 | New |
| Royal Fund Management, LLC | 3,115 | $327.4K | 0.04% | +198+6.8% | Added |
| White Pine Capital LLC | 3,121 | $327.8K | 0.11% | 00.0% | Unchanged |
| Meritage Portfolio Management | 3,127 | $328.4K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,131 | $328.8K | 0.03% | −257−7.6% | Reduced |
| Orrstown Financial Services Inc | 3,144 | $330.2K | 0.08% | −198−5.9% | Reduced |
| Allied Investment Advisors, LLC | 3,146 | $330.4K | 0.06% | +3,146 | New |
| Beacon Investment Advisors LLC | 3,147 | $330.5K | 0.16% | +3+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,148 | $330.6K | 0.16% | −266−7.8% | Reduced |
| Aspire Private Capital, LLC | 3,153 | $331.1K | 0.08% | +10.0% | Added |
| Ethos Financial Group, LLC | 3,154 | $331.2K | 0.03% | +3,154 | New |
| W Advisors, LLC | 3,158 | $331.7K | 0.21% | +306+10.7% | Added |
| PAX Financial Group, LLC | 3,162 | $332.1K | 0.06% | +293+10.2% | Added |
| Ariston Services Group | 3,169 | $332.8K | 0.28% | −1,400−30.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,177 | $333.6K | 0.17% | +118+3.9% | Added |
| BCO Wealth Management LLC | 3,188 | $334.8K | 0.26% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,190 | $335.0K | 0.10% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 3,191 | $335.1K | 0.12% | −127−3.8% | Reduced |
| Camden National Bank | 3,191 | $335.1K | 0.05% | +322+11.2% | Added |
| Mill Creek Capital Advisors, LLC | 3,205 | $336.6K | 0.01% | −178−5.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,210 | $337.2K | 0.08% | +10.0% | Added |
| Willis Johnson & Associates, Inc. | 3,222 | $338.3K | 0.03% | +645+25.0% | Added |
| ICONIQ Capital, LLC | 3,233 | $339.5K | 0.01% | −896−21.7% | Reduced |
| True Wealth Design, LLC | 3,233 | $339.5K | 0.13% | +2,837+716.4% | Added |