Institutional Ownership Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP). We have compiled data on the 2,698 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 $97.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
237
shares
|
$21,995
0.02% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
233
shares
|
$21,624
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
231
shares
|
$21,439
0.02% of portfolio
|
Q1 2025
Reduced 70.65%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
229
shares
|
$21,253
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
227
shares
|
$21,067
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
225
shares
|
$20,882
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
222
shares
|
$20,603
0.01% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
221
shares
|
$20,511
0.05% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
220
shares
|
$20,418
0.01% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
220
shares
|
$20,418
0.02% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
219
shares
|
$20,325
0.0% of portfolio
|
Q4 2024
Added 253.23%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
216
shares
|
$20,046
0.01% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
210
shares
|
$19,490
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
208
shares
|
$19,304
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
204
shares
|
$18,933
0.01% of portfolio
|
Q1 2025
Added 161.54%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
204
shares
|
$18,933
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
200
shares
|
$18,562
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
200
shares
|
$18,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
197
shares
|
$18,283
0.01% of portfolio
|
Q4 2024
Added 107.37%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
197
shares
|
$18,283
0.0% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
190
shares
|
$17,633
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
188
shares
|
$17,448
0.01% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
186
shares
|
$17,262
0.01% of portfolio
|
Q1 2025
Reduced 51.05%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
179
shares
|
$16,612
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
176
shares
|
$16,334
0.01% of portfolio
|
Q1 2025
New holding
|