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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$423,245
0.09% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
4,219
shares
|
$421,646
0.08% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
4,217
shares
|
$421,446
0.02% of portfolio
|
Q1 2023
Added 68.68%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,208
shares
|
$420,547
0.03% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,198
shares
|
$419,548
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,193
shares
|
$419,048
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
4,192
shares
|
$418,948
0.27% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
4,176
shares
|
$417,349
0.24% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
4,163
shares
|
$416,050
0.06% of portfolio
|
Q4 2024
Added 25.66%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
4,157
shares
|
$415,450
0.07% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
4,149
shares
|
$414,651
0.24% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
4,141
shares
|
$413,851
0.52% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
4,139
shares
|
$413,651
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,128
shares
|
$412,552
0.02% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,124
shares
|
$412,152
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
4,123
shares
|
$412,052
0.04% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
4,123
shares
|
$412,052
0.05% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,123
shares
|
$412,052
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,121
shares
|
$411,852
0.09% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,116
shares
|
$411,353
0.03% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
4,108
shares
|
$410,553
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,101
shares
|
$409,853
0.02% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
4,089
shares
|
$408,654
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,088
shares
|
$408,554
0.13% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,061
shares
|
$405,856
0.02% of portfolio
|
Q3 2024
Reduced 2.12%
|