Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,562 institutions that hold shares in the stock, with a total of 957 Million shares, which have been reported (via 13F filing form) to have a value of $97.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
871
shares
|
$88,693
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
870
shares
|
$88,592
0.03% of portfolio
|
Q3 2024
Added 63.53%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
861
shares
|
$87,675
0.02% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
847
shares
|
$86,250
0.03% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
842
shares
|
$85,740
0.0% of portfolio
|
Q3 2019
Reduced 18.01%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
827
shares
|
$84,213
0.02% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
823
shares
|
$83,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
821
shares
|
$83,602
0.04% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
813
shares
|
$82,787
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
812
shares
|
$82,685
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
800
shares
|
$81,464
0.02% of portfolio
|
Q3 2024
Added 3100.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
797
shares
|
$81,158
0.01% of portfolio
|
Q4 2022
Added 22.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
794
shares
|
$80,853
0.02% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
794
shares
|
$80,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
791
shares
|
$80,547
0.05% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
790
shares
|
$80,445
0.07% of portfolio
|
Q4 2024
Added 31.23%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
775
shares
|
$78,918
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
771
shares
|
$78,510
0.02% of portfolio
|
Q1 2024
Reduced 36.23%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
766
shares
|
$78,001
0.01% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
758
shares
|
$77,187
0.03% of portfolio
|
Q4 2024
Added 25.7%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
755
shares
|
$76,881
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
750
shares
|
$76,372
0.03% of portfolio
|
Q2 2023
Reduced 28.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
745
shares
|
$75,863
0.01% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
745
shares
|
$75,863
0.18% of portfolio
|
Q3 2024
Reduced 61.74%
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
742
shares
|
$75,557
0.03% of portfolio
|
Q1 2024
Reduced 98.39%
|