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, Q2 2025
Institutional positions in ConocoPhillips as of Jun 30, 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
- 2,292
- −78 vs. Q1 2025
- Shares held
- 1.03B
- −14.5M (−1.4%) vs. Q1 2025
- Total value
- $92.5B
- −$17.1B (−15.6%) vs. Q1 2025
- New holders
- 126
- 915 more added
- Sold out
- 204
- 923 more reduced
32 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding ConocoPhillips; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 3,661 | $328.5K | 0.00% | −602−14.1% | Reduced |
| Verus Capital Partners, LLC | 3,637 | $326.4K | 0.03% | −314−7.9% | Reduced |
| Wakefield Asset Management LLLP | 3,634 | $326.1K | 0.09% | 00.0% | Unchanged |
| BIP Wealth, LLC | 3,628 | $325.6K | 0.02% | −319−8.1% | Reduced |
| Hickory Point Bank & Trust | 3,615 | $324.4K | 0.26% | −10−0.3% | Reduced |
| Financial Security Advisor, Inc. | 3,595 | $322.6K | 0.07% | +866+31.7% | Added |
| Vista Investment Partners LLC | 3,590 | $322.2K | 0.09% | −102−2.8% | Reduced |
| Beck Mack & Oliver LLC | 3,580 | $321.3K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 3,574 | $320.7K | 0.00% | −5,423−60.3% | Reduced |
| McRae Capital Management Inc | 3,568 | $320.2K | 0.07% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,568 | $320.2K | 0.01% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,568 | $320.1K | 0.03% | 00.0% | Unchanged |
| BWM Planning, LLC | 3,567 | $320.1K | 0.11% | −105−2.9% | Reduced |
| Evelyn Partners Investment Management LLP | 3,561 | $319.6K | 0.01% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 3,558 | $319.3K | 0.12% | −1,001−22.0% | Reduced |
| Atlas Private Wealth Advisors | 3,556 | $319.1K | 0.04% | +15+0.4% | Added |
| Catalyst Capital Advisors LLC | 3,555 | $319.0K | 0.01% | +500+16.4% | Added |
| Bedel Financial Consulting, Inc. | 3,542 | $317.9K | 0.04% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,539 | $317.6K | 0.08% | +131+3.8% | Added |
| Range Financial Group LLC | 3,538 | $317.5K | 0.12% | +256+7.8% | Added |
| Bridgewater Advisors Inc. | 3,238 | $317.3K | 0.02% | −236−6.8% | Reduced |
| Berry Wealth Group, LP | 3,529 | $316.7K | 0.22% | −112−3.1% | Reduced |
| Financial Management Network Inc | 3,360 | $314.7K | 0.06% | +137+4.3% | Added |
| Strathmore Capital Advisors, Inc. | 3,325 | $314.3K | 0.14% | +3,325 | New |
| Fairvoy Private Wealth, LLC | 3,500 | $314.1K | 0.08% | +117+3.5% | Added |
| Beacon Capital Management, LLC | 3,493 | $313.4K | 0.04% | −47−1.3% | Reduced |
| Golden State Wealth Management, LLC | 3,490 | $313.2K | 0.04% | −143−3.9% | Reduced |
| Sequent Planning LLC | 3,481 | $312.4K | 0.10% | −21−0.6% | Reduced |
| BCO Wealth Management LLC | 3,475 | $311.8K | 0.22% | +287+9.0% | Added |
| Ballast, Inc. | 3,464 | $310.9K | 0.08% | +491+16.5% | Added |
| One Wealth Advisors, LLC | 3,460 | $310.5K | 0.04% | −151−4.2% | Reduced |
| Signature Wealth Management Partners, LLC | 3,451 | $309.7K | 0.18% | +3,451 | New |
| Onefund, LLC | 3,440 | $309.0K | 0.22% | −31−0.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,457 | $309.0K | 0.13% | +64+1.9% | Added |
| J. W. Coons Advisors, LLC | 3,442 | $308.9K | 0.07% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,440 | $308.7K | 0.07% | +35+1.0% | Added |
| Jacobs & Co | 3,421 | $307.0K | 0.03% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,411 | $306.1K | 0.07% | +62+1.9% | Added |
| Nilsine Partners, LLC | 3,411 | $306.1K | 0.03% | +139+4.2% | Added |
| Bahl & Gaynor Inc | 3,401 | $305.2K | 0.00% | −106−3.0% | Reduced |
| Broadwater Capital Management LLC | 305,116 | $305.1K | 0.24% | +301,716+8,874.0% | Added |
| Beirne Wealth Consulting Services, LLC | 3,399 | $305.0K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,399 | $305.0K | 0.15% | −1,087−24.2% | Reduced |
| Green Square Capital Advisors LLC | 3,390 | $304.2K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 3,389 | $304.2K | 0.04% | −423−11.1% | Reduced |
| Talon Private Wealth, LLC | 3,389 | $304.2K | 0.04% | +799+30.8% | Added |
| South Plains Financial, Inc. | 3,385 | $303.8K | 0.21% | +1,108+48.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,385 | $303.7K | 0.21% | −58−1.7% | Reduced |
| Aviso Wealth Management | 3,381 | $303.4K | 0.14% | −258−7.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 3,379 | $303.2K | 0.02% | −60−1.7% | Reduced |
| 4WEALTH Advisors, Inc. | 3,366 | $302.0K | 0.31% | −8−0.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,358 | $301.3K | 0.02% | −59−1.7% | Reduced |
| Watts Gwilliam & Co., LLC | 3,213 | $300.4K | 0.05% | −681−17.5% | Reduced |
| Smith Anglin Financial, LLC | 3,336 | $299.4K | 0.03% | +81+2.5% | Added |
| Check Capital Management Inc | 3,334 | $299.2K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,329 | $298.7K | 0.01% | +77+2.4% | Added |
| Cornerstone Advisory, LLC | 3,322 | $298.1K | 0.03% | +124+3.9% | Added |
| Shulman DeMeo Asset Management LLC | 3,318 | $297.8K | 0.07% | +16+0.5% | Added |
| Raiffeisen Bank International AG | 3,339 | $297.6K | 0.00% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 3,310 | $297.0K | 0.32% | +1,399+73.2% | Added |
| Master's Wealth Management Inc. | 3,307 | $296.8K | 0.14% | +1,172+54.9% | Added |
| DF Dent & Co Inc | 3,300 | $296.1K | 0.00% | −2,920−46.9% | Reduced |
| Versor Investments LP | 3,300 | $296.1K | 0.05% | +3,300 | New |
| Gallagher Fiduciary Advisors, LLC | 3,299 | $296.1K | 0.01% | +317+10.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,056 | $295.4K | 0.11% | +10.0% | Added |
| Private Wealth Asset Management, LLC | 3,281 | $294.4K | 0.04% | −34−1.0% | Reduced |
| Forza Wealth Management, LLC | 3,269 | $293.4K | 0.12% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 3,264 | $292.9K | 0.09% | −30−0.9% | Reduced |
| Thrive Wealth Management, LLC | 3,258 | $292.4K | 0.05% | −301−8.5% | Reduced |
| Hunter Associates Investment Management LLC | 3,247 | $292.0K | 0.04% | +14+0.4% | Added |
| QTR Family Wealth, LLC | 3,254 | $292.0K | 0.18% | +779+31.5% | Added |
| Bullock Wealth Management Group | 3,171 | $291.7K | 0.15% | −59−1.8% | Reduced |
| Tanglewood Legacy Advisors, LLC | 3,248 | $291.5K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,247 | $291.5K | 0.02% | +7+0.2% | Added |
| Alan B. Lancz & Associates, Inc. | 3,242 | $290.9K | 0.29% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,238 | $290.6K | 0.06% | −100−3.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,237 | $290.5K | 0.07% | +27+0.8% | Added |
| Sageworth Trust Co | 3,236 | $290.4K | 0.02% | −21−0.6% | Reduced |
| E Fund Management Co., Ltd. | 3,232 | $290.0K | 0.01% | −99−3.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 3,225 | $289.4K | 0.09% | −23−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 3,223 | $289.2K | 0.02% | −727−18.4% | Reduced |
| Howard Financial Services, Ltd. | 3,219 | $288.9K | 0.04% | −576−15.2% | Reduced |
| Fragasso Group Inc. | 3,219 | $288.9K | 0.02% | +413+14.7% | Added |
| Garrison Point Advisors, LLC | 3,218 | $288.8K | 0.13% | −197−5.8% | Reduced |
| BXM Wealth LLC | 3,205 | $287.6K | 0.34% | −200−5.9% | Reduced |
| LVW Advisors, LLC | 3,193 | $286.5K | 0.03% | +711+28.6% | Added |
| Waterway Wealth Management, LLC | 3,191 | $286.4K | 0.09% | −4,373−57.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,190 | $286.3K | 0.08% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,177 | $285.1K | 0.13% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,168 | $284.3K | 0.11% | −730−18.7% | Reduced |
| Ariston Services Group | 3,166 | $284.1K | 0.20% | −3−0.1% | Reduced |
| Aspire Private Capital, LLC | 3,154 | $283.1K | 0.07% | +10.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,137 | $281.5K | 0.02% | −928−22.8% | Reduced |
| VeraBank, N.A. | 3,135 | $281.3K | 0.06% | +286+10.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,135 | $281.3K | 0.06% | −165−5.0% | Reduced |
| Royal Fund Management, LLC | 3,131 | $281.0K | 0.03% | +16+0.5% | Added |
| IFG Advisory, LLC | 3,120 | $280.0K | 0.01% | −225−6.7% | Reduced |
| Cypress Wealth Services, LLC | 3,116 | $279.6K | 0.05% | +337+12.1% | Added |
| Barrett & Company, Inc. | 3,114 | $279.5K | 0.10% | +12+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,113 | $279.4K | 0.02% | +99+3.3% | Added |