Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,603 institutions that hold shares in the stock, with a total of 967 Million shares, which have been reported (via 13F filing form) to have a value of $96.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,415
shares
|
$441,235
0.3% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
4,409
shares
|
$440,635
0.1% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,400
shares
|
$439,736
0.43% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
4,389
shares
|
$438,636
0.04% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
4,388
shares
|
$438,536
0.05% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
4,387
shares
|
$438,436
0.03% of portfolio
|
Q3 2024
Reduced 83.9%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
4,383
shares
|
$438,037
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,374
shares
|
$437,137
0.03% of portfolio
|
Q4 2023
Reduced 13.06%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,370
shares
|
$436,737
0.1% of portfolio
|
Q4 2024
Added 92.6%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,364
shares
|
$436,138
0.03% of portfolio
|
Q3 2023
Added 1.87%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,364
shares
|
$436,138
0.05% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$434,739
0.13% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,343
shares
|
$434,039
0.1% of portfolio
|
Q4 2024
Reduced 39.2%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
4,310
shares
|
$430,741
0.31% of portfolio
|
Q1 2024
Reduced 24.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
4,303
shares
|
$430,041
0.01% of portfolio
|
Q4 2024
Reduced 76.84%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
4,295
shares
|
$429,242
0.09% of portfolio
|
Q4 2024
Added 52.25%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,284
shares
|
$428,142
0.41% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
4,284
shares
|
$428,142
0.13% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,281
shares
|
$427,843
0.24% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,252
shares
|
$424,944
0.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,250
shares
|
$424,745
0.09% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
4,246
shares
|
$424,345
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,242
shares
|
$423,945
0.15% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
4,241
shares
|
$423,845
0.03% of portfolio
|
Q3 2024
Reduced 49.35%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,239
shares
|
$423,645
0.02% of portfolio
|
Q1 2024
Reduced 17.17%
|