Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,575 institutions that hold shares in the stock, with a total of 959 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,959
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
10,919
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
10,913
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 266.09%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
10,910
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
10,900
shares
|
$1.11 Million
1.61% of portfolio
|
Q4 2021
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
10,879
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
10,878
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.57%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
10,851
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,850
shares
|
$1.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
10,847
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
10,816
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$1.09 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
10,767
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,741
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
10,699
shares
|
$1.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 52.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,682
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
10,656
shares
|
$1.08 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
10,647
shares
|
$1.08 Million
0.34% of portfolio
|
Q4 2022
Reduced 1.84%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,609
shares
|
$1.08 Million
0.16% of portfolio
|
Q2 2024
Added 134.76%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
10,609
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
10,580
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2023
Reduced 22.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
10,576
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,564
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
10,482
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
10,473
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 150.37%
|