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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 12,234 | $1.28M | 0.33% | −275−2.2% | Reduced |
| First National Bank & Trust Co of Newtown | 12,220 | $1.28M | 0.27% | −186−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 12,217 | $1.28M | 0.11% | −315−2.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,211 | $1.28M | 0.50% | +1,504+14.0% | Added |
| Synergy Financial Management, LLC | 12,194 | $1.28M | 0.16% | +11,659+2,179.3% | Added |
| Daymark Wealth Partners, LLC | 12,192 | $1.28M | 0.06% | +539+4.6% | Added |
| LVZ Advisors, Inc. | 12,183 | $1.28M | 0.17% | +102+0.8% | Added |
| Capstone Investment Advisors, LLC | 12,130 | $1.27M | 0.01% | −33,314−73.3% | Reduced |
| Todd Asset Management LLC | 12,125 | $1.27M | 0.03% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 12,119 | $1.27M | 0.78% | +10.0% | Added |
| Anchor Investment Management, LLC | 12,087 | $1.27M | 0.12% | +100+0.8% | Added |
| Searle & Co. | 12,080 | $1.27M | 0.36% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,066 | $1.27M | 0.02% | −109−0.9% | Reduced |
| Financial Advisory Service, Inc. | 12,042 | $1.26M | 0.10% | +37+0.3% | Added |
| New England Asset Management Inc | 12,000 | $1.26M | 0.20% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,980 | $1.26M | 0.02% | +3,890+48.1% | Added |
| CFO4Life Group, LLC | 11,903 | $1.25M | 0.21% | −338−2.8% | Reduced |
| Paradigm Asset Management Co LLC | 11,900 | $1.25M | 0.33% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,879 | $1.25M | 0.09% | +497+4.4% | Added |
| Gibbs Wealth Management | 11,818 | $1.24M | 0.30% | +1,861+18.7% | Added |
| Belpointe Asset Management LLC | 11,800 | $1.24M | 0.06% | +2,811+31.3% | Added |
| Equitable Trust Co | 11,794 | $1.24M | 0.07% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 11,725 | $1.23M | 0.70% | +975+9.1% | Added |
| Circle Wealth Management, LLC | 11,700 | $1.23M | 0.03% | −8−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 11,684 | $1.23M | 0.10% | −2,914−20.0% | Reduced |
| Chelsea Counsel Co | 11,680 | $1.23M | 0.67% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,671 | $1.23M | 0.09% | −2,209−15.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11,631 | $1.22M | 0.52% | −10.0% | Reduced |
| Lummis Asset Management, LP | 12,962 | $1.22M | 0.85% | +8,821+213.0% | Added |
| Smith, Moore & Co. | 11,608 | $1.22M | 0.11% | +353+3.1% | Added |
| NBT Bank N A | 11,580 | $1.22M | 0.09% | −2,441−17.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,568 | $1.21M | 0.20% | +4,120+55.3% | Added |
| Capital Investment Advisory Services, LLC | 11,516 | $1.21M | 0.11% | +5,615+95.2% | Added |
| Beacon Investment Advisory Services, Inc. | 11,513 | $1.21M | 0.06% | −2,027−15.0% | Reduced |
| Qtron Investments LLC | 11,504 | $1.21M | 0.18% | −13,035−53.1% | Reduced |
| FineMark National Bank & Trust | 11,500 | $1.21M | 0.04% | −1,129−8.9% | Reduced |
| CoreFirst Bank & Trust | 11,465 | $1.20M | 0.77% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 11,440 | $1.20M | 0.03% | +1,187+11.6% | Added |
| Wealthcare Advisory Partners LLC | 11,402 | $1.20M | 0.03% | −649−5.4% | Reduced |
| Mutual Advisors, LLC | 12,954 | $1.19M | 0.03% | −2,427−15.8% | Reduced |
| Godsey & Gibb Associates | 11,276 | $1.18M | 0.12% | +20.0% | Added |
| Syntax Research, Inc. | 11,264 | $1.18M | 0.82% | −9,740−46.4% | Reduced |
| Your Advocates Ltd., LLP | 11,201 | $1.18M | 0.45% | +2,892+34.8% | Added |
| Huber Capital Management LLC | 11,200 | $1.18M | 0.22% | +1,500+15.5% | Added |
| Beacon Financial Group | 11,187 | $1.17M | 0.13% | −9,003−44.6% | Reduced |
| Laurel Wealth Advisors LLC | 11,127 | $1.17M | 0.18% | +248+2.3% | Added |
| Westbourne Investment Advisors, Inc. | 11,085 | $1.16M | 0.41% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,083 | $1.16M | 0.07% | +5,034+83.2% | Added |
| Financial Advocates Investment Management | 11,068 | $1.16M | 0.08% | −505−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,051 | $1.16M | 0.17% | +471+4.5% | Added |
| Eley Financial Management, Inc | 10,935 | $1.15M | 0.46% | +10+0.1% | Added |
| Stamos Capital Partners, L.P. | 10,972 | $1.15M | 0.30% | −1,918−14.9% | Reduced |
| SS&H Financial Advisors, Inc. | 10,913 | $1.15M | 0.43% | 00.0% | Unchanged |
| Transform Wealth, LLC | 10,908 | $1.15M | 0.07% | −11−0.1% | Reduced |
| Enhancing Capital LLC | 10,900 | $1.14M | 0.92% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 10,891 | $1.14M | 0.02% | −17,879−62.1% | Reduced |
| Bridgewater Associates, LP | 10,879 | $1.14M | 0.01% | +2,950+37.2% | Added |
| PDS Planning, Inc | 10,821 | $1.14M | 0.10% | +1,113+11.5% | Added |
| Persium Advisors, LLC | 10,812 | $1.14M | 1.08% | +545+5.3% | Added |
| Clark Capital Management Group, Inc. | 10,810 | $1.14M | 0.01% | −251,179−95.9% | Reduced |
| Trustmark National Bank Trust Department | 10,810 | $1.14M | 0.08% | −1,762−14.0% | Reduced |
| Bank of Stockton | 10,785 | $1.13M | 0.36% | −350−3.1% | Reduced |
| Advisor Resource Council | 10,908 | $1.13M | 0.09% | +10,908 | New |
| Lynx Investment Advisory | 10,769 | $1.13M | 0.75% | +8,184+316.6% | Added |
| Bull Street Advisors, LLC | 10,750 | $1.13M | 0.54% | −100−0.9% | Reduced |
| Trust Co of Oklahoma | 10,733 | $1.13M | 0.39% | −400−3.6% | Reduced |
| Equitable Holdings, Inc. | 10,705 | $1.12M | 0.01% | −624−5.5% | Reduced |
| Byrne Asset Management LLC | 10,627 | $1.12M | 0.83% | – | – |
| Quest Partners LLC | 10,624 | $1.12M | 0.12% | −1,296−10.9% | Reduced |
| Community Bank, N.A. | 10,617 | $1.11M | 0.15% | −1,045−9.0% | Reduced |
| AMG National Trust Bank | 10,606 | $1.11M | 0.03% | +1,113+11.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 10,580 | $1.11M | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 10,522 | $1.11M | 0.19% | +720+7.3% | Added |
| Cooper Financial Group | 10,500 | $1.10M | 0.15% | +2,252+27.3% | Added |
| Modera Wealth Management, LLC | 10,498 | $1.10M | 0.01% | −424−3.9% | Reduced |
| Semmax Financial Advisors Inc. | 12,409 | $1.10M | 0.30% | +187+1.5% | Added |
| Peak Retirement Planning, Inc. | 10,465 | $1.10M | 0.61% | −767−6.8% | Reduced |
| Independence Bank of Kentucky | 10,445 | $1.10M | 0.17% | +101+1.0% | Added |
| Meriwether Wealth & Planning, LLC | 10,406 | $1.09M | 0.71% | +1,335+14.7% | Added |
| Radnor Capital Management, LLC | 10,399 | $1.09M | 0.18% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10,381 | $1.09M | 1.01% | +1,099+11.8% | Added |
| Institute for Wealth Management, LLC. | 10,380 | $1.09M | 0.14% | −302−2.8% | Reduced |
| Cary Street Partners Financial LLC | 10,348 | $1.09M | 0.03% | −1,026−9.0% | Reduced |
| Personal Cfo Solutions, LLC | 10,277 | $1.08M | 0.22% | +1,535+17.6% | Added |
| Sanders Morris Harris LLC | 10,224 | $1.08M | 0.17% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 10,235 | $1.07M | 0.78% | +50+0.5% | Added |
| Texas Capital Bancshares Inc | 10,227 | $1.07M | 0.46% | +225+2.2% | Added |
| Simplicity Wealth,LLC | 10,168 | $1.07M | 0.08% | +10,168 | New |
| Clearwater Capital Advisors, LLC | 10,151 | $1.07M | 0.10% | +10,151 | New |
| Strategic Blueprint, LLC | 10,134 | $1.06M | 0.06% | +1,089+12.0% | Added |
| Welch Group, LLC | 10,350 | $1.06M | 0.05% | +922+9.8% | Added |
| Thomasville National Bank | 9,969 | $1.05M | 0.08% | −119−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 9,967 | $1.05M | 0.26% | −243−2.4% | Reduced |
| GKV Capital Management Co., Inc. | 9,950 | $1.04M | 0.52% | +2,815+39.5% | Added |
| Alps Advisors Inc | 9,892 | $1.04M | 0.01% | +55+0.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 9,849 | $1.03M | 0.00% | −543−5.2% | Reduced |
| SevenBridge Financial Group, LLC | 11,207 | $1.03M | 0.20% | +534+5.0% | Added |
| Mattern Capital Management, LLC | 9,833 | $1.03M | 0.13% | +1,714+21.1% | Added |
| Navalign, LLC | 9,810 | $1.03M | 0.29% | +531+5.7% | Added |
| Ignite Planners, LLC | 11,349 | $1.03M | 0.20% | +439+4.0% | Added |