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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
3,104
shares
|
$275,386
0.03% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
3,100
shares
|
$275,032
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
3,097
shares
|
$274,765
0.06% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,086
shares
|
$273,789
0.01% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,085
shares
|
$273,701
0.04% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
3,085
shares
|
$273,701
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
3,081
shares
|
$273,346
0.09% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
3,072
shares
|
$272,547
0.04% of portfolio
|
Q3 2025
Added 36.29%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,071
shares
|
$272,459
0.04% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
3,068
shares
|
$272,192
0.11% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,066
shares
|
$272,015
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,066
shares
|
$272,015
0.05% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
3,065
shares
|
$271,926
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
3,063
shares
|
$271,749
0.01% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,056
shares
|
$271,128
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
3,055
shares
|
$271,039
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
3,054
shares
|
$270,950
0.06% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
3,050
shares
|
$270,596
0.07% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,050
shares
|
$270,596
0.13% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,045
shares
|
$270,152
0.04% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,036
shares
|
$269,353
0.12% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
3,036
shares
|
$269,353
0.05% of portfolio
|
Q3 2025
Reduced 30.81%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,034
shares
|
$269,176
0.04% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
3,032
shares
|
$268,999
0.26% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,021
shares
|
$268,023
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|