Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,569 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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
3,104
shares
|
$315,242
0.04% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$314,836
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
3,098
shares
|
$314,632
0.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,092
shares
|
$314,023
0.13% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,091
shares
|
$313,921
0.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
3,088
shares
|
$313,617
0.14% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
3,086
shares
|
$313,414
0.0% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
3,079
shares
|
$312,703
0.0% of portfolio
|
Q3 2024
Added 58.88%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
3,078
shares
|
$312,601
0.09% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,074
shares
|
$312,195
0.03% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
3,071
shares
|
$311,890
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,069
shares
|
$311,687
0.06% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,066
shares
|
$311,382
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
3,066
shares
|
$311,382
0.02% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
3,065
shares
|
$311,281
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,063
shares
|
$311,078
0.01% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
3,056
shares
|
$310,367
0.25% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
3,055
shares
|
$310,265
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
3,052
shares
|
$309,961
0.33% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,043
shares
|
$309,047
0.06% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,040
shares
|
$308,742
0.06% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
3,039
shares
|
$308,640
0.16% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
3,039
shares
|
$308,640
0.17% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
3,036
shares
|
$308,336
0.08% of portfolio
|
Q4 2024
Added 22.03%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,036
shares
|
$308,336
0.1% of portfolio
|
Q3 2023
Reduced 28.33%
|