Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,685 institutions that hold shares in the stock, with a total of 1.03 Billion shares, which have been reported (via 13F filing form) to have a value of $91.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
21,370
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
21,339
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2023
Added 11.4%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
21,299
shares
|
$1.89 Million
1.01% of portfolio
|
Q3 2022
Reduced 1.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
21,242
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
21,172
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
21,102
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
21,090
shares
|
$1.87 Million
1.31% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
20,973
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2022
Added 3.48%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
20,900
shares
|
$1.85 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,898
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
20,832
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
20,817
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
20,780
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
20,774
shares
|
$1.84 Million
0.8% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,714
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
20,604
shares
|
$1.83 Million
0.36% of portfolio
|
Q2 2025
Reduced 46.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
20,478
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,432
shares
|
$1.81 Million
0.13% of portfolio
|
Q2 2022
Added 9.05%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,369
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
20,200
shares
|
$1.79 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
20,184
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
20,054
shares
|
$1.78 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.77 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$1.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
19,981
shares
|
$1.77 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|