CONOCOPHILLIPS (COP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
130
Reporting holders
$464.4M
Reported value
0.0%
Calls
0.0%
Puts
-2,348
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $180.5M | 1,441,909 | 4.47% | 23q | -0.6%-$1.2M |
| Artemis Investment Management LLP | $117.4M | 938,163 | 1.02% | new | NEW |
| Gradient Investments LLC | $27.7M | 221,463 | 0.40% | 32q | -21.4%-$7.5M |
| PARK NATIONAL CORP /OH/ | $14.0M | 111,983 | 0.38% | 32q | -9.2%-$1.4M |
| Farther Finance Advisors, LLC | $10.6M | 84,926 | 0.07% | 16q | +12.5%+$1.2M |
| MassMutual Private Wealth & Trust, FSB | $7.6M | 60,781 | 0.20% | 32q | -2.2%-$172.8K |
| GAMMA Investing LLC | $6.3M | 50,134 | 0.21% | 12q | +8.9%+$512.1K |
| Legacy Private Trust Co. | $5.1M | 40,692 | 0.28% | 29q | -5.8%-$316.4K |
| Castleview Partners, LLC | $5.0M | 39,853 | 2.19% | 8q | -15.4%-$910.2K |
| Wedmont Private Capital | $4.1M | 30,468 | 0.10% | 20q | +56.2%+$1.5M |
| Venture Visionary Partners LLC | $4.0M | 32,130 | 0.11% | 24q | -1.6%-$63.3K |
| PKO BP BANKOWY Universal Pension Society JSC | $3.9M | 31,000 | 1.14% | 8q | HELD |
| Violich Capital Management, Inc. | $3.5M | 28,134 | 0.38% | 32q | -3.5%-$127.0K |
| HF Advisory Group, LLC | $3.0M | 23,590 | 0.88% | 16q | +4.9%+$138.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.8M | 22,671 | 0.25% | 20q | -3.8%-$113.1K |
| Avidian Wealth Enterprises, LLC | $2.6M | 21,156 | 0.07% | 32q | +2.8%+$72.7K |
| ALKEME WEALTH, LLC | $2.6M | 20,699 | 0.98% | 32q | HELD |
| Valeo Financial Advisors, LLC | $2.5M | 20,120 | 0.05% | 32q | -3.7%-$97.6K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.4M | 19,081 | 0.03% | 32q | +3.1%+$71.2K |
| AMERICAN NATIONAL BANK & TRUST | $2.0M | 15,583 | 0.18% | 30q | +11.9%+$208.0K |
| EASTERN BANK | $1.7M | 13,862 | 0.03% | 32q | -1.6%-$27.9K |
| Montecito Bank & Trust | $1.7M | 13,547 | 0.26% | 31q | +0.9%+$14.8K |
| Athena Wealth Management, LLC | $1.7M | 13,423 | 1.21% | 4q | +1.2%+$20.4K |
| Grove Bank & Trust | $1.7M | 13,236 | 0.16% | 21q | HELD |
| YHB Investment Advisors, Inc. | $1.4M | 11,475 | 0.09% | 19q | -26.2%-$509.2K |
| Hardin Capital Partners, LLC | $1.4M | 11,325 | 0.69% | 10q | -4.9%-$73.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 11,209 | 0.12% | 26q | +4.9%+$65.0K |
| Apella Capital, LLC | $1.4M | 10,518 | 0.02% | 18q | -3.4%-$48.0K |
| Balefire, LLC | $1.4M | 10,811 | 0.21% | 17q | -25.9%-$472.3K |
| Rosenberg Matthew Hamilton | $1.3M | 10,735 | 0.24% | 27q | +1.9%+$25.0K |
| Byrne Asset Management LLC | $1.2M | 9,797 | 0.69% | 20q | +2.1%+$25.2K |
| CoreCap Advisors, LLC | $1.2M | 9,899 | 0.04% | 19q | -7.2%-$96.8K |
| Everhart Financial Group, Inc. | $1.2M | 9,329 | 0.07% | 12q | +3.3%+$37.7K |
| Greenfield Savings Bank | $1.1M | 9,173 | 0.43% | 18q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.1M | 9,057 | 0.81% | 4q | +18.4%+$176.0K |
| Vann Equity Management LLC | $1.1M | 8,670 | 0.65% | 3q | -3.7%-$41.8K |
| Central Pacific Bank - Trust Division | $1.1M | 8,515 | 0.11% | 11q | +45.1%+$331.0K |
| Cooper Financial Group | $1.1M | 8,405 | 0.08% | 14q | +12.6%+$117.9K |
| STABLEFORD CAPITAL II LLC | $954.9K | 7,630 | 0.33% | 24q | -15.5%-$174.8K |
| Legacy Wealth Asset Management, LLC | $893.4K | 7,139 | 0.20% | 24q | -1.0%-$8.9K |
| Barden Capital Management, Inc. | $799.1K | 6,385 | 0.73% | 19q | HELD |
| TrueWealth Advisors, LLC | $794.9K | 6,352 | 0.18% | 4q | +4.6%+$35.2K |
| GILPIN WEALTH MANAGEMENT, LLC | $764.5K | 6,109 | 0.52% | 4q | +11.1%+$76.1K |
| Adelphi Trust Co | $763.7K | 6,102 | 0.50% | 4q | HELD |
| Hamilton Capital, LLC | $762.8K | 6,095 | 0.04% | 18q | -31.9%-$357.2K |
| LAWOOD & CO | $759.7K | 6,070 | 0.53% | 4q | HELD |
| Emprise Bank | $721.6K | 5,766 | 0.28% | 11q | -6.8%-$52.8K |
| Persium Advisors, LLC | $715.5K | 5,717 | 0.37% | 8q | -49.8%-$710.7K |
| ACIMA PRIVATE WEALTH, LLC | $682.1K | 5,450 | 0.20% | 32q | HELD |
| First Heartland Consultants, Inc. | $649.7K | 5,192 | 0.04% | 5q | +52.2%+$222.7K |
| Post Resch Tallon Group Inc. | $639.3K | 5,108 | 0.44% | 8q | HELD |
| SAPIENT CAPITAL LLC | $626.5K | 5,006 | 0.01% | 12q | -49.6%-$616.2K |
| Cadent Capital Advisors, LLC | $625.5K | 4,998 | 0.13% | 22q | +1.1%+$7.0K |
| Versant Capital Management, Inc | $618.3K | 4,941 | 0.05% | 32q | +20.5%+$105.0K |
| TLWM | $599.5K | 4,790 | 0.10% | 16q | HELD |
| Successful Portfolios LLC | $577.5K | 4,502 | 0.27% | 32q | -1.5%-$9.0K |
| Worth Asset Management, LLC | $573.5K | 4,583 | 0.17% | new | NEW |
| Coastline Trust Co | $560.0K | 4,475 | 0.05% | 23q | -2.8%-$16.4K |
| Cambridge Financial Group, LLC | $553.7K | 5,326 | 0.17% | 12q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $540.2K | 4,316 | 0.08% | 19q | HELD |
| Bank of New Hampshire | $489.2K | 3,909 | 0.11% | 22q | -4.6%-$23.8K |
| Bill Few Associates, Inc. | $478.9K | 3,827 | 0.10% | 8q | -8.1%-$42.0K |
| Dorato Capital Management | $478.7K | 3,687 | 0.32% | 4q | +4.4%+$20.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $475.4K | 3,799 | 0.03% | 32q | -22.8%-$140.5K |
| New Covenant Trust Company, N.A. | $459.8K | 3,674 | 0.32% | 11q | -7.8%-$38.9K |
| Hickory Point Bank & Trust | $452.3K | 3,614 | 0.27% | 8q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $447.0K | 3,572 | 0.12% | 12q | -1.6%-$7.3K |
| Wealth Enhancement Trust Services, Inc. | $439.5K | 3,512 | 0.05% | 4q | -38.2%-$272.0K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $424.1K | 3,388 | 0.08% | 4q | +20.8%+$73.0K |
| Shulman DeMeo Asset Management LLC | $417.5K | 3,252 | 0.08% | 20q | -1.6%-$6.8K |
| Veracity Capital LLC | $399.5K | 3,193 | 0.11% | 19q | +52.5%+$137.5K |
| Weaver Consulting Group | $377.2K | 3,014 | 0.07% | 19q | +8.3%+$28.9K |
| LEGACY SOLUTIONS, LLC | $374.5K | 2,993 | 0.29% | 8q | -3.8%-$14.9K |
| Hummer Financial Advisory Services Inc | $369.4K | 2,952 | 0.24% | 8q | HELD |
| Douglas Lane & Associates, LLC | $368.3K | 2,943 | 0.00% | 22q | HELD |
| Peoples Bank/KS | $365.4K | 2,920 | 0.36% | 13q | -3.0%-$11.3K |
| Bullock Wealth Management Group | $361.3K | 2,844 | 0.15% | 11q | -7.5%-$29.1K |
| Bank & Trust Co | $360.8K | 2,883 | 0.23% | 10q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $355.3K | 2,839 | 0.02% | 15q | -14.7%-$61.1K |
| Trust Co | $330.3K | 2,639 | 0.03% | 32q | +3.1%+$10.0K |
| RIVERSEDGE ADVISORS, LLC | $327.5K | 2,617 | 0.04% | 4q | +4.9%+$15.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $320.8K | 2,563 | 0.08% | 3q | +12.6%+$35.8K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $316.6K | 2,530 | 0.19% | 16q | HELD |
| MRA Advisory Group | $303.1K | 2,422 | 0.11% | 2q | -77.3%-$1.0M |
| FINANCIAL MANAGEMENT NETWORK INC | $298.3K | 2,354 | 0.04% | 13q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $297.4K | 2,376 | 0.02% | 3q | HELD |
| Gallagher Capital Advisors, LLC | $282.6K | 2,258 | 0.15% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $276.8K | 2,212 | 0.02% | 16q | -1.4%-$4.0K |
| Stonebridge Financial Group, LLC | $273.6K | 2,186 | 0.02% | 3q | +2.2%+$6.0K |
| General Partner, Inc. | $273.1K | 2,182 | 0.15% | 16q | HELD |
| Lincoln Capital LLC | $271.4K | 2,168 | 0.05% | 5q | HELD |
| Monument Capital Management | $269.3K | 2,152 | 0.06% | 2q | HELD |
| BOS Asset Management, LLC | $262.3K | 2,096 | 0.06% | 3q | +5.6%+$14.0K |
| Breakwater Capital Group | $262.1K | 2,094 | 0.03% | 16q | -8.0%-$22.8K |
| LifeGoal Investments, LLC | $260.2K | 2,079 | 0.08% | 4q | -7.9%-$22.3K |
| M.E. ALLISON & CO., INC. | $259.6K | 2,074 | 0.15% | 3q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $255.5K | 2,042 | 0.06% | 3q | HELD |
| ROCKLAND TRUST CO | $252.7K | 2,019 | 0.01% | 5q | +0.7%+$1.9K |
| Roth Financial Partners LLC | $250.3K | 2,000 | 0.07% | new | NEW |
| DOLIVER ADVISORS, LP | $247.8K | 1,980 | 0.05% | 2q | HELD |
Showing the largest 100 of 134 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-20 | Rose Kelly Brunetti | SVP & General Counsel | Sold | 15,000 | $2.0M |
| 2026-08-21 | LUNDQUIST ANDREW D | Senior Vice President | Sold | 9,487 | $1.3M |
| 2026-06-10 | Mulligan Sharmila | Director | Sold | 1,974 | $234.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 130 | $464.4M | 3,708,839 | 14 | 38 | 45 | 0.0% |
| Q2 2026 | 2,478 | $121.3B | 1,136,869,603 | 144 | 856 | 870 | 2.5% |
| Q1 2026 | 2,581 | $144.3B | 1,060,408,695 | 356 | 858 | 812 | 3.0% |
| Q4 2025 | 2,363 | $98.8B | 1,025,627,215 | 106 | 713 | 918 | 2.7% |
| Q3 2025 | 2,296 | $102.8B | 1,059,473,331 | 146 | 745 | 819 | 2.5% |
| Q2 2025 | 2,303 | $95.8B | 1,035,014,147 | 98 | 821 | 857 | 3.0% |
| Q1 2025 | 2,417 | $113.1B | 1,048,241,299 | 135 | 849 | 875 | 2.8% |
| Q4 2024 | 2,463 | $107.2B | 1,048,847,526 | 175 | 1,103 | 648 | 2.9% |
| Q3 2024 | 2,271 | $109.1B | 1,006,254,888 | 98 | 797 | 810 | 2.8% |
| Q2 2024 | 2,348 | $118.1B | 1,004,538,572 | 127 | 896 | 714 | 2.7% |
| Q1 2024 | 2,347 | $136.2B | 1,043,279,644 | 168 | 772 | 803 | 2.6% |
| Q4 2023 | 2,284 | $124.5B | 1,037,534,358 | 93 | 696 | 804 | 3.3% |
| Q3 2023 | 2,194 | $120.6B | 971,308,346 | 160 | 751 | 695 | 3.4% |
| Q2 2023 | 2,118 | $103.1B | 966,276,269 | 107 | 729 | 726 | 2.8% |
| Q1 2023 | 2,100 | $103.3B | 1,005,065,097 | 107 | 689 | 788 | 3.5% |
| Q4 2022 | 2,184 | $122.4B | 1,003,119,236 | 176 | 627 | 801 | 3.2% |
| Q3 2022 | 2,013 | $108.2B | 1,024,847,832 | 125 | 641 | 714 | 2.9% |
| Q2 2022 | 1,998 | $95.5B | 1,025,579,036 | 134 | 679 | 709 | 3.5% |
| Q1 2022 | 1,984 | $106.8B | 1,035,877,491 | 267 | 583 | 720 | 3.0% |
| Q4 2021 | 1,795 | $77.3B | 1,026,094,857 | 135 | 561 | 592 | 4.1% |
| Q3 2021 | 1,651 | $73.2B | 1,043,372,493 | 138 | 560 | 534 | 3.5% |
| Q2 2021 | 1,599 | $65.8B | 1,054,473,792 | 151 | 559 | 525 | 2.6% |
| Q1 2021 | 1,528 | $56.9B | 1,049,652,792 | 218 | 598 | 440 | 2.4% |
| Q4 2020 | 1,403 | $34.6B | 832,210,577 | 163 | 376 | 590 | 3.6% |
| Q3 2020 | 1,263 | $26.4B | 785,565,393 | 47 | 355 | 598 | 2.4% |
| Q2 2020 | 1,391 | $33.6B | 782,387,348 | 175 | 382 | 622 | 2.2% |
| Q1 2020 | 1,320 | $25.0B | 791,849,531 | 79 | 416 | 613 | 2.5% |
| Q4 2019 | 1,670 | $55.1B | 824,412,296 | 122 | 461 | 655 | 2.8% |
| Q3 2019 | 1,534 | $46.8B | 801,709,181 | 75 | 429 | 683 | 2.5% |
| Q2 2019 | 1,575 | $51.8B | 831,281,967 | 85 | 512 | 593 | 2.2% |
| Q1 2019 | 1,645 | $56.5B | 829,122,823 | 137 | 476 | 619 | 2.1% |
| Q4 2018 | 1,585 | $54.6B | 858,857,605 | 14 | 23 | 30 | 2.1% |