Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,651 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 $99.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
424
shares
|
$40,106
0.03% of portfolio
|
Q1 2025
New holding
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
421
shares
|
$39,822
0.02% of portfolio
|
Q2 2025
Added 25.3%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
420
shares
|
$39,727
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
419
shares
|
$39,633
0.0% of portfolio
|
Q2 2025
Added 38.74%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
416
shares
|
$39,349
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
415
shares
|
$39,254
0.0% of portfolio
|
Q4 2024
Added 13.7%
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
409
shares
|
$38,687
0.02% of portfolio
|
Q4 2024
Added 2.76%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
407
shares
|
$38,498
0.01% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
407
shares
|
$38,498
0.03% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
400
shares
|
$37,836
0.01% of portfolio
|
Q1 2025
New holding
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$37,836
0.01% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
400
shares
|
$37,836
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
394
shares
|
$37,268
0.01% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
390
shares
|
$36,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
383
shares
|
$36,227
0.01% of portfolio
|
Q2 2025
Added 18.94%
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
381
shares
|
$36,038
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
374
shares
|
$35,376
0.02% of portfolio
|
Q1 2023
Reduced 0.8%
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
366
shares
|
$34,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
365
shares
|
$34,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
363
shares
|
$34,336
0.0% of portfolio
|
Q1 2025
Added 418.57%
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
357
shares
|
$33,768
0.0% of portfolio
|
Q2 2025
Added 1.71%
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
354
shares
|
$33,484
0.01% of portfolio
|
Q2 2025
Added 20.82%
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
346
shares
|
$32,728
0.02% of portfolio
|
Q4 2024
New holding
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
330
shares
|
$31,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
328
shares
|
$31,025
0.01% of portfolio
|
Q2 2025
Reduced 9.39%
|