Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,698 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $97.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
131
shares
|
$12,158
0.01% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
130
shares
|
$12,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
130
shares
|
$12,065
0.0% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
127
shares
|
$11,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
126
shares
|
$11,694
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
122
shares
|
$11,322
0.0% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
122
shares
|
$11,322
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
121
shares
|
$11,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
121
shares
|
$11,230
0.0% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
120
shares
|
$11,137
0.01% of portfolio
|
Q1 2025
Reduced 45.7%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
117
shares
|
$10,858
0.0% of portfolio
|
Q2 2024
Added 1850.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
117
shares
|
$10,858
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
114
shares
|
$10,580
0.0% of portfolio
|
Q2 2022
Added 31.03%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
114
shares
|
$10,580
0.0% of portfolio
|
Q3 2022
Added 171.43%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
113
shares
|
$10,487
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
113
shares
|
$10,487
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
112
shares
|
$10,394
0.01% of portfolio
|
Q1 2022
Reduced 90.36%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
110
shares
|
$10,209
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
107
shares
|
$9,930
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
107
shares
|
$9,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
104
shares
|
$9,652
0.01% of portfolio
|
Q4 2024
Added 19.54%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
102
shares
|
$9,466
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
102
shares
|
$9,466
0.0% of portfolio
|
Q4 2024
Reduced 76.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
102
shares
|
$9,466
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
102
shares
|
$9,466
0.01% of portfolio
|
Q4 2023
New holding
|