Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,699 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 $97.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,894
shares
|
$269,084
0.09% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,891
shares
|
$268,805
0.04% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
2,887
shares
|
$268,433
0.09% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
2,886
shares
|
$268,340
0.18% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,885
shares
|
$268,247
0.12% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,883
shares
|
$268,061
0.0% of portfolio
|
Q1 2025
Added 41.39%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,883
shares
|
$268,061
0.2% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
2,874
shares
|
$267,224
0.27% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,872
shares
|
$267,038
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,865
shares
|
$266,387
0.06% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
2,849
shares
|
$264,900
0.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
2,849
shares
|
$264,900
0.08% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
2,849
shares
|
$264,900
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,846
shares
|
$264,621
0.09% of portfolio
|
Q4 2022
Reduced 1.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,845
shares
|
$264,528
0.11% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
2,835
shares
|
$263,598
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
2,834
shares
|
$263,505
0.02% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,832
shares
|
$263,319
0.11% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
2,831
shares
|
$263,226
0.07% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
2,829
shares
|
$263,040
0.05% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,826
shares
|
$262,761
0.11% of portfolio
|
Q2 2022
Added 3.63%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
2,826
shares
|
$262,761
0.07% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,824
shares
|
$262,575
0.02% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
2,819
shares
|
$262,110
0.12% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
2,818
shares
|
$262,017
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|