Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,694 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 $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
20,961
shares
|
$2 Million
0.94% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
20,946
shares
|
$2 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
20,937
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,898
shares
|
$2 Million
0.11% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
20,890
shares
|
$2 Million
0.16% of portfolio
|
Q1 2025
Added 141.36%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,888
shares
|
$2 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
20,766
shares
|
$1.99 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
20,758
shares
|
$1.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
20,754
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
20,742
shares
|
$1.98 Million
0.84% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,714
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20,661
shares
|
$1.98 Million
0.18% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
20,465
shares
|
$1.96 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
20,441
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
20,436
shares
|
$1.95 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,432
shares
|
$1.95 Million
0.13% of portfolio
|
Q2 2022
Added 9.05%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
20,369
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
20,346
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 44.58%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20,280
shares
|
$1.94 Million
0.26% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
20,114
shares
|
$1.92 Million
1.27% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
20,021
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
20,000
shares
|
$1.91 Million
0.26% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
19,994
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 20.43%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
19,985
shares
|
$1.91 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
19,981
shares
|
$1.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 90.57%
|