Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,679 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 $91.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
4,245
shares
|
$376,616
0.07% of portfolio
|
Q3 2025
Added 37.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,243
shares
|
$376,438
0.01% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
4,242
shares
|
$376,350
0.02% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,240
shares
|
$376,172
0.03% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$375,729
0.09% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,222
shares
|
$374,575
0.03% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
4,218
shares
|
$374,220
0.08% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,215
shares
|
$373,954
0.31% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
4,210
shares
|
$373,511
0.23% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,205
shares
|
$373,067
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
4,204
shares
|
$372,978
0.07% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,193
shares
|
$372,002
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
4,184
shares
|
$371,204
0.02% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,181
shares
|
$370,938
0.02% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
4,180
shares
|
$370,849
0.11% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,172
shares
|
$370,139
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
4,152
shares
|
$368,365
0.02% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,146
shares
|
$367,833
0.38% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
4,138
shares
|
$367,123
0.09% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,131
shares
|
$366,502
0.18% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,131
shares
|
$366,502
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
4,128
shares
|
$366,236
0.14% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,124
shares
|
$365,881
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
4,111
shares
|
$364,727
0.04% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Abner Herrman & Brock LLC
|
Oct 14, 2025 Q3 2025 |
4,110
shares
|
$364,639
0.04% of portfolio
|
Q3 2025
New holding
|
|