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 |
|---|---|---|---|---|---|
| Advocate Group LLC | 3,769 | $395.8K | 0.07% | −450−10.7% | Reduced |
| Howard Financial Services, Ltd. | 3,795 | $398.5K | 0.05% | −368−8.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,798 | $398.9K | 0.10% | −117−3.0% | Reduced |
| West Tower Group, LLC | 3,800 | $399.1K | 1.05% | −400−9.5% | Reduced |
| James J. Burns & Company, LLC | 3,801 | $399.2K | 0.07% | +400+11.8% | Added |
| Duncker Streett & Co Inc | 3,810 | $400.1K | 0.08% | −5−0.1% | Reduced |
| AdvisorNet Financial, Inc | 3,811 | $400.2K | 0.03% | +497+15.0% | Added |
| Sheets Smith Wealth Management | 3,812 | $400.3K | 0.05% | +2+0.1% | Added |
| West Family Investments, Inc. | 3,812 | $400.3K | 0.15% | −69−1.8% | Reduced |
| Field & Main Bank | 3,826 | $401.8K | 0.14% | −125−3.2% | Reduced |
| Impact Capital Partners LLC | 3,836 | $402.9K | 0.15% | +1,694+79.1% | Added |
| Hickory Asset Management, Inc. | 3,837 | $402.9K | 0.36% | +512+15.4% | Added |
| Teza Capital Management LLC | 3,847 | $404.0K | 0.18% | −74,253−95.1% | Reduced |
| 180 Wealth Advisors, LLC | 3,849 | $404.2K | 0.06% | +159+4.3% | Added |
| Moloney Securities Asset Management, LLC | 3,852 | $404.5K | 0.05% | +234+6.5% | Added |
| Capital Planning Advisors, LLC | 3,861 | $405.5K | 0.06% | +12+0.3% | Added |
| Aries Wealth Management | 3,862 | $405.6K | 0.11% | −116−2.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,692 | $405.6K | 0.09% | +761+19.4% | Added |
| Montag A & Associates Inc | 3,864 | $405.8K | 0.02% | +60+1.6% | Added |
| Marble Harbor Investment Counsel, LLC | 3,869 | $406.3K | 0.05% | 00.0% | Unchanged |
| First National Bank | 3,871 | $406.5K | 0.26% | +9+0.2% | Added |
| Van Strum & Towne Inc. | 3,873 | $406.7K | 0.14% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,875 | $407.0K | 0.27% | +400+11.5% | Added |
| Perennial Investment Advisors, LLC | 3,885 | $407.9K | 0.05% | −967−19.9% | Reduced |
| Kelly Financial Services LLC | 3,890 | $408.5K | 0.14% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,894 | $408.9K | 0.09% | −15,495−79.9% | Reduced |
| First Dallas Securities Inc. | 3,898 | $409.0K | 0.17% | −65−1.6% | Reduced |
| Biltmore Family Office, LLC | 3,895 | $409.1K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 3,903 | $409.9K | 0.40% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,911 | $410.7K | 0.08% | −131−3.2% | Reduced |
| Clarendon Private LLC | 3,912 | $410.8K | 0.43% | −1,902−32.7% | Reduced |
| Asset Dedication, LLC | 3,913 | $411.0K | 0.03% | −651−14.3% | Reduced |
| Boyd Watterson Asset Management LLC | 3,920 | $411.7K | 0.13% | −83−2.1% | Reduced |
| Keynote Financial Services LLC | 3,930 | $412.7K | 0.29% | 00.0% | Unchanged |
| Archer Investment Corp | 3,930 | $412.8K | 0.11% | −66−1.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,944 | $414.2K | 0.04% | +300+8.2% | Added |
| BIP Wealth, LLC | 3,947 | $414.5K | 0.03% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,948 | $414.6K | 0.47% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,950 | $414.9K | 0.04% | −1,077−21.4% | Reduced |
| Verus Capital Partners, LLC | 3,951 | $415.0K | 0.04% | −486−11.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,974 | $417.3K | 0.14% | +490+14.1% | Added |
| Heritage Wealth Management, Inc./Texas | 3,974 | $417.4K | 0.24% | −202−4.8% | Reduced |
| Cross Staff Investments Inc | 3,978 | $417.8K | 0.32% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,980 | $418.0K | 0.04% | +313+8.5% | Added |
| Titleist Asset Management, LLC | 3,984 | $418.4K | 0.05% | −507−11.3% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $420.1K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,011 | $421.2K | 0.13% | +3+0.1% | Added |
| Tompkins Financial Corp | 4,043 | $424.6K | 0.04% | +51+1.3% | Added |
| Excalibur Management Corp | 4,044 | $424.7K | 0.17% | +60+1.5% | Added |
| North Forty Two & Co. | 4,046 | $424.9K | 0.47% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4,047 | $425.0K | 0.05% | −42−1.0% | Reduced |
| Regatta Capital Group, LLC | 4,055 | $425.9K | 0.08% | +508+14.3% | Added |
| BOK Financial Private Wealth, Inc. | 4,065 | $426.9K | 0.03% | +440+12.1% | Added |
| Alteri Wealth LLC | 4,067 | $427.1K | 0.19% | −842−17.2% | Reduced |
| Neumann Capital Management, LLC | 4,088 | $429.3K | 0.15% | 00.0% | Unchanged |
| Manske Wealth Management | 4,103 | $430.9K | 0.16% | +190+4.9% | Added |
| Port Capital LLC | 4,105 | $431.0K | 0.02% | −45−1.1% | Reduced |
| Trillium Asset Management, LLC | 4,124 | $433.0K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,124 | $433.1K | 0.03% | +573+16.1% | Added |
| Kaufman Rossin Wealth, LLC | 4,143 | $435.1K | 0.31% | +4,143 | New |
| LexAurum Advisors, LLC | 4,144 | $435.2K | 0.08% | −106−2.5% | Reduced |
| Diversify Wealth Management, LLC | 4,740 | $435.5K | 0.03% | +303+6.8% | Added |
| Cromwell Holdings LLC | 4,149 | $435.7K | 0.28% | 00.0% | Unchanged |
| Maia Wealth LLC | 5,054 | $436.9K | 0.10% | +226+4.7% | Added |
| Steel Peak Wealth Management LLC | 4,172 | $438.1K | 0.02% | −10,977−72.5% | Reduced |
| Cardiff Park Advisors, LLC | 4,179 | $438.9K | 0.04% | +29+0.7% | Added |
| Plimoth Trust Co LLC | 4,192 | $440.2K | 0.11% | +700+20.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,193 | $440.3K | 0.23% | 00.0% | Unchanged |
| Hara Capital LLC | 4,210 | $442.1K | 0.30% | +18+0.4% | Added |
| Kovack Advisors, Inc. | 4,213 | $442.4K | 0.05% | −19,847−82.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,217 | $442.9K | 0.11% | +2,011+91.2% | Added |
| Quantum Financial Advisors, LLC | 4,223 | $443.5K | 0.07% | −72−1.7% | Reduced |
| Mayfair Advisory Group, LLC | 4,236 | $444.9K | 0.26% | −196−4.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,260 | $447.4K | 0.06% | −2,697−38.8% | Reduced |
| Douglas Lane & Associates, LLC | 4,263 | $447.7K | 0.01% | +17+0.4% | Added |
| Wealth Alliance | 4,269 | $448.4K | 0.05% | −987−18.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 4,282 | $449.7K | 0.14% | +4,282 | New |
| McAdam, LLC | 4,283 | $449.8K | 0.03% | +85+2.0% | Added |
| Banque Cantonale Vaudoise | 4,287 | $450.0K | 0.02% | +4,287 | New |
| Sound View Wealth Advisors Group, LLC | 4,285 | $450.0K | 0.04% | −2,676−38.4% | Reduced |
| Carlson Capital L P | 4,300 | $451.6K | 0.25% | −8,800−67.2% | Reduced |
| Stevens Capital Management LP | 4,305 | $452.0K | 0.11% | −5,733−57.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,312 | $452.8K | 0.25% | −209−4.6% | Reduced |
| Sippican Capital Advisors | 4,329 | $454.6K | 0.34% | −969−18.3% | Reduced |
| Capital City Trust Co | 4,344 | $456.2K | 0.13% | −500−10.3% | Reduced |
| Canal Capital Management, LLC | 4,345 | $456.3K | 0.08% | +32+0.7% | Added |
| Chicago Trust Co NA | 4,362 | $458.1K | 0.08% | −8−0.2% | Reduced |
| Everpar Advisors LLC | 4,362 | $458.1K | 0.24% | +1,530+54.0% | Added |
| Colonial River Wealth Management, LLC | 4,363 | $458.2K | 0.25% | +4,363 | New |
| Norris Perne & French LLP | 4,364 | $458.3K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,366 | $458.5K | 0.01% | +336+8.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,372 | $459.1K | 0.04% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 4,381 | $460.1K | 0.14% | −339−7.2% | Reduced |
| Portfolio Design Labs, LLC | 4,383 | $460.3K | 0.09% | −27,061−86.1% | Reduced |
| Permanent Capital Management, LP | 4,388 | $460.8K | 0.13% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,394 | $461.5K | 0.31% | −21−0.5% | Reduced |
| Charter Trust Co | 4,410 | $463.1K | 0.03% | −112−2.5% | Reduced |
| Southland Equity Partners LLC | 4,412 | $463.3K | 0.11% | +3+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 4,414 | $463.6K | 0.04% | −2,546−36.6% | Reduced |
| Cadent Capital Advisors, LLC | 4,426 | $464.8K | 0.18% | +184+4.3% | Added |