Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,528 institutions that hold shares in the stock, with a total of 955 Million shares, which have been reported (via 13F filing form) to have a value of $92.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$5,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
51
shares
|
$4,952
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
49
shares
|
$4,758
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
47
shares
|
$4,564
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
43
shares
|
$4,175
0.0% of portfolio
|
Q2 2022
Added 13.16%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
43
shares
|
$4,175
0.0% of portfolio
|
Q2 2024
Reduced 69.93%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
43
shares
|
$4,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,884
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
38
shares
|
$3,690
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
36
shares
|
$3,495
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
33
shares
|
$3,204
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
33
shares
|
$3,204
0.31% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
26
shares
|
$2,524
0.0% of portfolio
|
Q3 2023
Reduced 36.59%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
21
shares
|
$2,039
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,942
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
19
shares
|
$1,845
0.06% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
17
shares
|
$1,650
0.0% of portfolio
|
Q2 2024
Reduced 54.05%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12
shares
|
$1,165
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
10
shares
|
$971
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
10
shares
|
$971
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9
shares
|
$873
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
8
shares
|
$776
0.0% of portfolio
|
Q2 2024
Reduced 93.8%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
6
shares
|
$582
0.0% of portfolio
|
Q3 2024
Reduced 93.94%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5
shares
|
$485
0.0% of portfolio
|
Q4 2023
New holding
|