Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,653 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 $98.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
237
shares
|
$22,235
0.01% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
237
shares
|
$22,235
0.02% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
225
shares
|
$21,109
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
220
shares
|
$20,640
0.0% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
220
shares
|
$20,640
0.02% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
219
shares
|
$20,546
0.0% of portfolio
|
Q4 2024
Added 253.23%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
216
shares
|
$20,265
0.01% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
210
shares
|
$19,702
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
208
shares
|
$19,514
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
206
shares
|
$19,326
0.01% of portfolio
|
Q2 2025
Added 71.67%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
204
shares
|
$19,139
0.01% of portfolio
|
Q1 2025
Added 161.54%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
204
shares
|
$19,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
203
shares
|
$19,045
0.0% of portfolio
|
Q2 2025
Added 314.29%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$18,764
0.0% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$18,764
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
200
shares
|
$18,764
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
200
shares
|
$18,764
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
197
shares
|
$18,482
0.01% of portfolio
|
Q4 2024
Added 107.37%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
197
shares
|
$18,482
0.0% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
197
shares
|
$18,482
0.01% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
194
shares
|
$18,201
0.01% of portfolio
|
Q2 2025
Added 97.96%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
188
shares
|
$17,638
0.01% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
186
shares
|
$17,450
0.01% of portfolio
|
Q2 2025
Added 13.98%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
182
shares
|
$17,075
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
181
shares
|
$16,981
0.02% of portfolio
|
Q2 2025
Reduced 18.1%
|