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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,458 | $468.2K | 0.02% | +357+8.7% | Added |
| Baldwin Brothers Inc | 4,450 | $467.3K | 0.03% | −800−15.2% | Reduced |
| Cadent Capital Advisors, LLC | 4,426 | $464.8K | 0.18% | +184+4.3% | Added |
| Kingswood Wealth Advisors, LLC | 4,414 | $463.6K | 0.04% | −2,546−36.6% | Reduced |
| Southland Equity Partners LLC | 4,412 | $463.3K | 0.11% | +3+0.1% | Added |
| Charter Trust Co | 4,410 | $463.1K | 0.03% | −112−2.5% | Reduced |
| Defined Wealth Management, LLC | 4,394 | $461.5K | 0.31% | −21−0.5% | Reduced |
| Permanent Capital Management, LP | 4,388 | $460.8K | 0.13% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 4,383 | $460.3K | 0.09% | −27,061−86.1% | Reduced |
| Monterey Private Wealth, Inc. | 4,381 | $460.1K | 0.14% | −339−7.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,372 | $459.1K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,366 | $458.5K | 0.01% | +336+8.3% | Added |
| Norris Perne & French LLP | 4,364 | $458.3K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,363 | $458.2K | 0.25% | +4,363 | New |
| Everpar Advisors LLC | 4,362 | $458.1K | 0.24% | +1,530+54.0% | Added |
| Chicago Trust Co NA | 4,362 | $458.1K | 0.08% | −8−0.2% | Reduced |
| Canal Capital Management, LLC | 4,345 | $456.3K | 0.08% | +32+0.7% | Added |
| Capital City Trust Co | 4,344 | $456.2K | 0.13% | −500−10.3% | Reduced |
| Sippican Capital Advisors | 4,329 | $454.6K | 0.34% | −969−18.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,312 | $452.8K | 0.25% | −209−4.6% | Reduced |
| Stevens Capital Management LP | 4,305 | $452.0K | 0.11% | −5,733−57.1% | Reduced |
| Carlson Capital L P | 4,300 | $451.6K | 0.25% | −8,800−67.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,285 | $450.0K | 0.04% | −2,676−38.4% | Reduced |
| Banque Cantonale Vaudoise | 4,287 | $450.0K | 0.02% | +4,287 | New |
| McAdam, LLC | 4,283 | $449.8K | 0.03% | +85+2.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 4,282 | $449.7K | 0.14% | +4,282 | New |
| Wealth Alliance | 4,269 | $448.4K | 0.05% | −987−18.8% | Reduced |
| Douglas Lane & Associates, LLC | 4,263 | $447.7K | 0.01% | +17+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,260 | $447.4K | 0.06% | −2,697−38.8% | Reduced |
| Mayfair Advisory Group, LLC | 4,236 | $444.9K | 0.26% | −196−4.4% | Reduced |
| Quantum Financial Advisors, LLC | 4,223 | $443.5K | 0.07% | −72−1.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,217 | $442.9K | 0.11% | +2,011+91.2% | Added |
| Kovack Advisors, Inc. | 4,213 | $442.4K | 0.05% | −19,847−82.5% | Reduced |
| Hara Capital LLC | 4,210 | $442.1K | 0.30% | +18+0.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,193 | $440.3K | 0.23% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,192 | $440.2K | 0.11% | +700+20.0% | Added |
| Cardiff Park Advisors, LLC | 4,179 | $438.9K | 0.04% | +29+0.7% | Added |
| Steel Peak Wealth Management LLC | 4,172 | $438.1K | 0.02% | −10,977−72.5% | Reduced |
| Maia Wealth LLC | 5,054 | $436.9K | 0.10% | +226+4.7% | Added |
| Cromwell Holdings LLC | 4,149 | $435.7K | 0.28% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,740 | $435.5K | 0.03% | +303+6.8% | Added |
| LexAurum Advisors, LLC | 4,144 | $435.2K | 0.08% | −106−2.5% | Reduced |
| Kaufman Rossin Wealth, LLC | 4,143 | $435.1K | 0.31% | +4,143 | New |
| Resonant Capital Advisors, LLC | 4,124 | $433.1K | 0.03% | +573+16.1% | Added |
| Trillium Asset Management, LLC | 4,124 | $433.0K | 0.01% | 00.0% | Unchanged |
| Port Capital LLC | 4,105 | $431.0K | 0.02% | −45−1.1% | Reduced |
| Manske Wealth Management | 4,103 | $430.9K | 0.16% | +190+4.9% | Added |
| Neumann Capital Management, LLC | 4,088 | $429.3K | 0.15% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,067 | $427.1K | 0.19% | −842−17.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,065 | $426.9K | 0.03% | +440+12.1% | Added |
| Regatta Capital Group, LLC | 4,055 | $425.9K | 0.08% | +508+14.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,047 | $425.0K | 0.05% | −42−1.0% | Reduced |
| North Forty Two & Co. | 4,046 | $424.9K | 0.47% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,044 | $424.7K | 0.17% | +60+1.5% | Added |
| Tompkins Financial Corp | 4,043 | $424.6K | 0.04% | +51+1.3% | Added |
| CWS Financial Advisors, LLC | 4,011 | $421.2K | 0.13% | +3+0.1% | Added |
| Levin Capital Strategies, L.P. | 4,000 | $420.1K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 3,984 | $418.4K | 0.05% | −507−11.3% | Reduced |
| Waterloo Capital, L.P. | 3,980 | $418.0K | 0.04% | +313+8.5% | Added |
| Cross Staff Investments Inc | 3,978 | $417.8K | 0.32% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 3,974 | $417.4K | 0.24% | −202−4.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,974 | $417.3K | 0.14% | +490+14.1% | Added |
| Verus Capital Partners, LLC | 3,951 | $415.0K | 0.04% | −486−11.0% | Reduced |
| AlphaStar Capital Management, LLC | 3,950 | $414.9K | 0.04% | −1,077−21.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,948 | $414.6K | 0.47% | 00.0% | Unchanged |
| BIP Wealth, LLC | 3,947 | $414.5K | 0.03% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,944 | $414.2K | 0.04% | +300+8.2% | Added |
| Archer Investment Corp | 3,930 | $412.8K | 0.11% | −66−1.7% | Reduced |
| Keynote Financial Services LLC | 3,930 | $412.7K | 0.29% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,920 | $411.7K | 0.13% | −83−2.1% | Reduced |
| Asset Dedication, LLC | 3,913 | $411.0K | 0.03% | −651−14.3% | Reduced |
| Clarendon Private LLC | 3,912 | $410.8K | 0.43% | −1,902−32.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,911 | $410.7K | 0.08% | −131−3.2% | Reduced |
| Riverview Trust Co | 3,903 | $409.9K | 0.40% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,895 | $409.1K | 0.07% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,898 | $409.0K | 0.17% | −65−1.6% | Reduced |
| Watts Gwilliam & Co., LLC | 3,894 | $408.9K | 0.09% | −15,495−79.9% | Reduced |
| Kelly Financial Services LLC | 3,890 | $408.5K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,885 | $407.9K | 0.05% | −967−19.9% | Reduced |
| Fortis Advisors, LLC | 3,875 | $407.0K | 0.27% | +400+11.5% | Added |
| Van Strum & Towne Inc. | 3,873 | $406.7K | 0.14% | 00.0% | Unchanged |
| First National Bank | 3,871 | $406.5K | 0.26% | +9+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 3,869 | $406.3K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,864 | $405.8K | 0.02% | +60+1.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,692 | $405.6K | 0.09% | +761+19.4% | Added |
| Aries Wealth Management | 3,862 | $405.6K | 0.11% | −116−2.9% | Reduced |
| Capital Planning Advisors, LLC | 3,861 | $405.5K | 0.06% | +12+0.3% | Added |
| Moloney Securities Asset Management, LLC | 3,852 | $404.5K | 0.05% | +234+6.5% | Added |
| 180 Wealth Advisors, LLC | 3,849 | $404.2K | 0.06% | +159+4.3% | Added |
| Teza Capital Management LLC | 3,847 | $404.0K | 0.18% | −74,253−95.1% | Reduced |
| Hickory Asset Management, Inc. | 3,837 | $402.9K | 0.36% | +512+15.4% | Added |
| Impact Capital Partners LLC | 3,836 | $402.9K | 0.15% | +1,694+79.1% | Added |
| Field & Main Bank | 3,826 | $401.8K | 0.14% | −125−3.2% | Reduced |
| West Family Investments, Inc. | 3,812 | $400.3K | 0.15% | −69−1.8% | Reduced |
| Sheets Smith Wealth Management | 3,812 | $400.3K | 0.05% | +2+0.1% | Added |
| AdvisorNet Financial, Inc | 3,811 | $400.2K | 0.03% | +497+15.0% | Added |
| Duncker Streett & Co Inc | 3,810 | $400.1K | 0.08% | −5−0.1% | Reduced |
| James J. Burns & Company, LLC | 3,801 | $399.2K | 0.07% | +400+11.8% | Added |
| West Tower Group, LLC | 3,800 | $399.1K | 1.05% | −400−9.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,798 | $398.9K | 0.10% | −117−3.0% | Reduced |