Public record / Tickers / COP

COP — CONOCOPHILLIPS

Both disclosure regimes on one name: who in Congress filed about COP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
111
all PTR rows naming COP
Members · 12m
5
3 buys · 7 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Sale · traded 2015-09-30 → filed 2015-10-13. Ranked over every COP row by the provable lower bound, never a point estimate.

5 members · 3 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

25 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

30 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 30 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING COP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning COP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 02-10 +27d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-09 +35d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 01-07 +37d$15K–$50K
2026-01-16Markwayne Mullin R–OKPurchase · JT (jointly owned)Traded 2025-12-29 +18d$15K–$50K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 111 ↗

Members active in COP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing COP in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$64.0K to −$1.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Markwayne Mullin R–OK1$15.0K to $50.0K
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · COP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $42.2M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CONOCOPHILLIPS

Merged timeline of congressional filings and notable-manager moves on COP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+155,659 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of COP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$12.0B1
2VANGUARD CAPITAL MANAGEMENT LLC$10.5B1
3STATE STREET CORP$9.0B1
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.0B1
5JPMORGAN CHASE & CO$4.5B1
6Capital International Investors$4.1B1
7FMR LLC$3.9B1
8GEODE CAPITAL MANAGEMENT, LLC$3.8B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$3.7B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.7B1
11EAGLE CAPITAL MANAGEMENT LLC$2.5B1
12MORGAN STANLEY$2.5B1
13FRANKLIN RESOURCES INC$2.4B1
14HARRIS ASSOCIATES L P$2.3B1
15AMERIPRISE FINANCIAL INC$2.0B1
16Fisher Asset Management, LLC$2.0B1
17WELLINGTON MANAGEMENT GROUP LLP$1.8B1
18Invesco Ltd.$1.8B1
19BANK OF AMERICA CORP /DE/$1.7B1
20NORTHERN TRUST CORP$1.7B1
21PRIMECAP MANAGEMENT CO/CA/$1.5B1
22DIMENSIONAL FUND ADVISORS LP$1.5B1
23Bank of New York Mellon Corp$1.3B1
24DODGE & COX$1.3B1
25Nuveen, LLC$1.2B1
26ROYAL BANK OF CANADA$1.2B1
27Capital World Investors$1.1B1
28VANGUARD FIDUCIARY TRUST CO$910M1
29Legal & General Group Plc$906M1
30Boston Partners$893M1
31Capital Research Global Investors$812M1
32ADAGE CAPITAL PARTNERS GP, L.L.C.$795M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$787M1
34BARCLAYS PLC$777M1
35UBS Group AG$736M1
36Amundi$673M1
37SCHRODER INVESTMENT MANAGEMENT GROUP$596M1
38DEUTSCHE BANK AG\$559M1
39Janus Henderson Group Ltd.$488M1
40Swiss National Bank$479M1
41Bank Julius Baer & Co. Ltd, Zurich$457M1
42National Pension Service$425M1
43WELLS FARGO & COMPANY/MN$423M1
44DIAMOND HILL CAPITAL MANAGEMENT INC$385M1
45CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$383M1
46ENVESTNET ASSET MANAGEMENT INC$377M1
47AQR CAPITAL MANAGEMENT LLC$371M1
48Mitsubishi UFJ Asset Management Co., Ltd.$367M1
49FIRST TRUST ADVISORS LP$364M1
50RAYMOND JAMES FINANCIAL INC$363M1
51Vanguard Global Advisers, LLC$359M1
52Tidal Investments LLC$358M1
53HSBC HOLDINGS PLC$353M1
54Sumitomo Mitsui Trust Group, Inc.$350M1
55DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$338M1
56VANGUARD ASSET MANAGEMENT, Ltd$312M1
57ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$305M1
58AMERICAN CENTURY COMPANIES INC$283M1
59KING LUTHER CAPITAL MANAGEMENT CORP$277M1
60Clearbridge Investments, LLC$273M1
61Neuberger Berman Group LLC$260M1
62HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$250M1
63Ensign Peak Advisors, Inc$250M1
64MANUFACTURERS LIFE INSURANCE COMPANY, THE$244M1
65Cullen Capital Management, LLC$236M1
66TWO SIGMA INVESTMENTS, LP$230M1
67Assenagon Asset Management S.A.$226M1
68HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$225M1
69CANADA PENSION PLAN INVESTMENT BOARD$223M1
70Findlay Park Partners LLP$223M1
71Smead Capital Management, Inc.$221M1
72PRINCIPAL FINANCIAL GROUP INC$218M1
73Eurizon Capital SGR S.p.A.$212M1
74YACKTMAN ASSET MANAGEMENT LP$209M1
75BANK OF MONTREAL /CAN/$202M1
76Hamlin Capital Management, LLC$197M1
77VICTORY CAPITAL MANAGEMENT INC$196M1
78LPL Financial LLC$193M1
79LAZARD ASSET MANAGEMENT LLC$191M1
80CITIGROUP INC$183M1
81NEW YORK STATE COMMON RETIREMENT FUND$180M1
82Mirae Asset Global Investments Co., Ltd.$173M1
83ALLIANCEBERNSTEIN L.P.$170M1
84ZACKS INVESTMENT MANAGEMENT$164M1
85COOKE & BIELER LP$163M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$150M1
87SEI INVESTMENTS CO$146M1
88GREAT LAKES ADVISORS, LLC$141M1
89M&T BANK CORP$130M1
90STIFEL FINANCIAL CORP$118M1
91FIFTH THIRD BANCORP$110M1
92Allianz Asset Management GmbH$106M1
93Universal- Beteiligungs- und Servicegesellschaft mbH$103M1
94Capital International, Inc./CA/$99.3M1
95HighTower Advisors, LLC$99.2M1
96Retirement Systems of Alabama$96.4M1
97US BANCORP \DE\$93.1M1
98NATIONAL BANK OF CANADA /FI/$90.9M1
99ROYAL LONDON ASSET MANAGEMENT LTD$90.7M1
100NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$90.3M1
101Chevy Chase Trust Holdings, LLC$89.5M1
102STATE OF WISCONSIN INVESTMENT BOARD$88.6M1
103Aberdeen Group plc$88.0M1
104MILFORD FUNDS LTD$86.8M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$86.4M1
106Quantinno Capital Management LP$85.8M1
107MILLENNIUM MANAGEMENT LLC$84.9M1
108CI INVESTMENTS INC.$84.7M1
109HOMESTEAD ADVISERS CORP$84.1M1
110PANAGORA ASSET MANAGEMENT INC$83.0M1
111NOMURA ASSET MANAGEMENT CO LTD$82.8M1
112Grantham, Mayo, Van Otterloo & Co. LLC$81.8M1
113CIBC WORLD MARKET INC.$76.9M1
114Holocene Advisors, LP$76.5M1
115Vanguard Investments Australia, Ltd.$76.1M1
116Allspring Global Investments Holdings, LLC$75.9M1
117CITADEL ADVISORS LLC$75.3M1
118Asset Management One Co., Ltd.$74.6M1
119Korea Investment CORP$72.2M1
120NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$71.1M1
121Mitsubishi UFJ Trust & Banking Corp$70.4M1
122KLP KAPITALFORVALTNING AS$70.3M1
123Point72 Asset Management, L.P.$70.0M1
124SUSQUEHANNA INTERNATIONAL GROUP, LLP$69.1M1
125Merewether Investment Management, LP$68.9M1
126KORNITZER CAPITAL MANAGEMENT INC /KS$68.4M1
127Corient Private Wealth LLC$67.4M1
128Cetera Investment Advisers$66.9M1
129PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$66.6M1
130REGIONS FINANCIAL CORP$65.4M1
131TD ASSET MANAGEMENT INC$65.3M1
132TRUIST FINANCIAL CORP$63.7M1
133FIRST FINANCIAL BANKSHARES INC$63.7M1
134OSAIC HOLDINGS, INC.$62.3M1
135Rockefeller Capital Management L.P.$61.8M1
136Cerity Partners LLC$59.6M1
137ASSETMARK, INC$57.9M1
138D. E. Shaw & Co., Inc.$57.3M1
139Midwest Trust Co$56.1M1
140State of New Jersey Common Pension Fund D$55.9M1
141LETKO, BROSSEAU & ASSOCIATES INC$55.5M1
142Pictet Asset Management Holding SA$54.4M1
143DnB Asset Management AS$54.1M1
144Mariner, LLC$54.1M1
145Creative Planning$53.2M1
146Heritage Wealth Advisors$52.0M1
147Clark Capital Management Group, Inc.$51.6M1
148Resona Asset Management Co.,Ltd.$50.6M1
149Baird Financial Group, Inc.$50.2M1
150NISA INVESTMENT ADVISORS, LLC$50.0M1
151ADAMS NATURAL RESOURCES FUND, INC.$49.8M1
152CHILTON CAPITAL MANAGEMENT LLC$49.3M1
153Empowered Funds, LLC$48.5M1
154&PARTNERS$48.1M1
155TORONTO DOMINION BANK$47.2M1
156DAVIS R M INC$46.7M1
157FEDERATED HERMES, INC.$46.4M1
158PUBLIC SECTOR PENSION INVESTMENT BOARD$46.0M1
159GATEWAY INVESTMENT ADVISERS LLC$45.2M1
160Arizona State Retirement System$44.7M1
161CIBC Asset Management Inc$44.6M1
162Czech National Bank$44.0M1
163LGT Group Foundation$44.0M1
164Sagefield Capital LP$42.9M1
165Generali Powszechne Towarzystwo Emerytalne$42.6M1
166STATE OF MICHIGAN RETIREMENT SYSTEM$42.2M1
167Gotham Asset Management, LLC$42.2M1
168CONNING INC.$41.4M1
169CIBC Bancorp USA Inc.$40.9M1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$40.8M1
171KEYBANK NATIONAL ASSOCIATION/OH$40.8M1
172Brevan Howard Capital Management LP$40.4M1
173PACIFIC HEIGHTS ASSET MANAGEMENT LLC$39.6M1
174COMMONWEALTH EQUITY SERVICES, LLC$39.0M1
175VOYA INVESTMENT MANAGEMENT LLC$38.4M1
176Lido Advisors, LLC$37.9M1
177FOUNDATION RESOURCE MANAGEMENT INC$37.9M1
178MetLife Investment Management, LLC$37.8M1
179COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$37.7M1
180MERCER GLOBAL ADVISORS INC /ADV$37.4M1
181EDMOND DE ROTHSCHILD HOLDING S.A.$37.3M1
182IFM Investors Pty Ltd$37.1M1
183MML INVESTORS SERVICES, LLC$36.8M1
184Varma Mutual Pension Insurance Co$36.4M1
185SHELTON CAPITAL MANAGEMENT$36.4M1
186Rafferty Asset Management, LLC$36.3M1
187JENNISON ASSOCIATES LLC$35.9M1
188JACOBS LEVY EQUITY MANAGEMENT, INC$35.2M1
189Mediolanum International Funds Ltd$34.9M1
190TEACHER RETIREMENT SYSTEM OF TEXAS$34.4M1
191GLENMEDE TRUST CO NA$34.0M1
192Willis Investment Counsel$34.0M1
193Union Bancaire Privee, UBP SA$33.8M1
194Gradient Investments LLC$33.6M1
195BOKF, NA$32.4M1
196Focus Partners Wealth$32.4M1
197Woodline Partners LP$31.7M1
198Calamos Advisors LLC$31.7M1
199TCTC Holdings, LLC$31.1M1
200Sanctuary Advisors, LLC$30.3M1
201Allen Investment Management, LLC$30.1M1
202ALPS ADVISORS INC$29.4M1
203Daiwa Securities Group Inc.$29.1M1
204Advisory Resource Group$28.9M1
205Senator Investment Group LP$28.9M1
206CAPITOLIS LIQUID GLOBAL MARKETS LLC$28.5M1
207COUNTRY TRUST BANK$28.5M1
208ProShare Advisors LLC$28.1M1
209CIDEL ASSET MANAGEMENT INC$27.9M1
210Madison Asset Management, LLC$27.8M1
211Yaupon Capital Management LP$27.7M1
212MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$27.6M1
213Wealthfront Advisers LLC$26.9M1
214BANK OF NOVA SCOTIA$26.8M1
215QRG CAPITAL MANAGEMENT, INC.$26.8M1
216WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.7M1
217Illinois Municipal Retirement Fund$26.6M1
218Utah Retirement Systems$26.6M1
219NewEdge Advisors, LLC$26.2M1
220XPONANCE LLC$26.2M1
221Qube Research & Technologies Ltd$26.0M1
222OPPENHEIMER ASSET MANAGEMENT INC.$25.5M1
223DEPRINCE RACE & ZOLLO INC$25.5M1
224MACKENZIE FINANCIAL CORP$25.2M1
225BRAUN STACEY ASSOCIATES INC$25.1M1
226USS Investment Management Ltd$25.1M1
227Rakuten Investment Management, Inc.$24.2M1
228WS MANAGEMENT LLLP$24.1M1
229Federation des caisses Desjardins du Quebec$23.9M1
230Stack Financial Management, Inc$23.9M1
231Pathstone Holdings, LLC$23.6M1
232BAILARD, INC.$23.6M1
233Sumitomo Mitsui DS Asset Management Company, Ltd$23.5M1
234NEOS Investment Management LLC$23.4M1
235CITIZENS FINANCIAL GROUP INC/RI$23.2M1
236Applied Finance Capital Management, LLC$23.1M1
237FIL Ltd$22.9M1
238PATTEN & PATTEN INC/TN$22.5M1
239BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$22.5M1
240NEW YORK LIFE INVESTMENT MANAGEMENT LLC$22.5M1
241FIRST MANHATTAN CO. LLC.$22.1M1
242SKBA CAPITAL MANAGEMENT LLC$21.7M1
243EXCHANGE TRADED CONCEPTS, LLC$21.5M1
244MAI Capital Management$21.4M1
245Vanguard Personalized Indexing Management, LLC$21.3M1
246MEYER HANDELMAN CO$20.9M1
247NISSAY ASSET MANAGEMENT CORP /JAPAN$20.8M1
248D.A. DAVIDSON & CO.$20.8M1
249Turas Capital Management LP$20.3M1
250Steward Partners Investment Advisory, LLC$20.2M1
251OpenArc Corporate Advisory, LLC$20.1M1
252Parallax Volatility Advisers, L.P.$20.0M1
253U.S. Capital Wealth Advisors, LLC$19.7M1
254MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$19.4M1
255Invenomic Capital Management LP$19.3M1
256BNP Paribas Asset Management Holding S.A.$19.3M1
257Guinness Asset Management LTD$19.3M1
258YOUSIF CAPITAL MANAGEMENT, LLC$19.2M1
259OREGON PUBLIC EMPLOYEES RETIREMENT FUND$18.5M1
260MACQUARIE GROUP LTD$18.5M1
261IEQ CAPITAL, LLC$18.4M1
262Robeco Institutional Asset Management B.V.$18.2M1
263Cardinal Capital Management, Inc.$18.2M1
264Swiss Life Asset Management Ltd$18.1M1
265New Age Alpha Advisors, LLC$17.9M1
266EASTERLY INVESTMENT PARTNERS LLC$17.6M1
267Envestnet Portfolio Solutions, Inc.$17.5M1
268FLOSSBACH VON STORCH SE$17.5M1
269BROWN ADVISORY INC$17.4M1
270ProVise Management Group, LLC$17.4M1
271J.W. COLE ADVISORS, INC.$17.3M1
272Crossmark Global Holdings, Inc.$17.2M1
273CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$17.1M1
274Atria Investments, Inc$17.1M1
275Taikang Asset Management (Hong Kong) Co Ltd$17.1M1
276PARK NATIONAL CORP /OH/$16.4M1
277FIRST CITIZENS BANK & TRUST CO$16.2M1
278COMMERCE BANK$16.2M1
279HATCH COVE CAPITAL, LLC$16.2M1
280CHILDRESS CAPITAL ADVISORS, LLC$16.1M1
281Mesirow Financial Investment Management, Inc.$15.5M1
282NOMURA HOLDINGS INC$15.5M1
283Bryn Mawr Trust Advisors, LLC$15.3M1
284Estabrook Capital Management$15.3M1
285BARINGS LLC$15.2M1
286CWM, LLC$14.8M1
287MARCO INVESTMENT MANAGEMENT LLC$14.6M1
288MANNING & NAPIER ADVISORS LLC$14.6M1
289LEVEL FOUR ADVISORY SERVICES, LLC$14.4M1
290Jefferies Financial Group Inc.$14.3M1
291HIGHLAND CAPITAL MANAGEMENT, LLC$14.3M1
292HANCOCK WHITNEY CORP$14.3M1
293Orion Porfolio Solutions, LLC$14.1M1
294Bragg Financial Advisors, Inc$13.7M1
295B. Metzler seel. Sohn & Co. AG$13.7M1
296FIRST NATIONAL BANK OF OMAHA$13.5M1
297BERKSHIRE ASSET MANAGEMENT LLC/PA$13.3M1
298FARMERS & MERCHANTS INVESTMENTS INC$13.1M1
299OLD NATIONAL BANCORP /IN/$13.1M1
300Trexquant Investment LP$13.1M1
301Prospera Financial Services Inc$12.8M1
302Capital International Sarl$12.7M1
303Arvest Bank Trust Division$12.6M1
304WESTWOOD HOLDINGS GROUP INC$12.4M1
305UniSuper Management Pty Ltd$12.4M1
306MONTGOMERY INVESTMENT MANAGEMENT INC$12.4M1
307HAMEL ASSOCIATES, INC.$12.2M1
308Cardinal Capital Management$12.1M1
309PINNACLE ASSOCIATES LTD$11.9M1
310CLIFFORD SWAN INVESTMENT COUNSEL LLC$11.8M1
311Kestra Advisory Services, LLC$11.8M1
312Investment Management Corp of Ontario$11.7M1
313Candriam S.C.A.$11.7M1
314LMCG INVESTMENTS, LLC$11.6M1
315Concurrent Investment Advisors, LLC$11.5M1
316Meiji Yasuda America Inc$11.5M1
317XTX Topco Ltd$11.2M1
318Weiss Asset Management LP$11.1M1
319Atlantic Union Bankshares Corp$11.0M1
320Beacon Pointe Advisors, LLC$11.0M1
321Merit Financial Group, LLC$10.9M1
322Norinchukin Bank, The$10.7M1
323SHERMAN PORFOLIOS, LLC$10.6M1
324LGT Fund Management Co Ltd.$10.6M1
325Private Advisor Group, LLC$10.4M1
326World Investment Advisors$10.4M1
327JANE STREET GROUP, LLC$10.3M1
328Jain Global LLC$10.1M1
329Man Group plc$10.0M1
330Waratah Capital Advisors Ltd.$9.9M1
331Peak Asset Management, LLC$9.9M1
332Oxbow Advisors, LLC$9.9M1
333Cambria Investment Management, L.P.$9.8M1
334Capital Group Private Client Services, Inc.$9.8M1
335MIZUHO SECURITIES USA LLC$9.8M1
336BOURGEON CAPITAL MANAGEMENT LLC$9.6M1
337Paragon Capital Management LLC$9.5M1
338Callan Family Office, LLC$9.5M1
339Philip James Wealth Mangement, LLC$9.3M1
340WEATHERLY ASSET MANAGEMENT L. P.$9.3M1
341Sendero Wealth Management, LLC$9.3M1
342American Assets Investment Management, LLC$9.2M1
343HENNESSY ADVISORS INC$9.2M1
344HARTFORD INVESTMENT MANAGEMENT CO$9.2M1
345GUGGENHEIM CAPITAL LLC$9.1M1
346Murphy Pohlad Asset Management LLC$9.0M1
347CREDIT AGRICOLE S A$9.0M1
348OMERS ADMINISTRATION Corp$9.0M1
349OneDigital Investment Advisors LLC$9.0M1
350Scissortail Wealth Management, LLC$9.0M1
351First Nebraska Trust Co$9.0M1
352SFMG, LLC$8.9M1
353DAVENPORT & Co LLC$8.9M1
354NICHOLAS COMPANY, INC.$8.9M1
355UMB Bank, n.a.$8.6M1
356AE Wealth Management LLC$8.5M1
357Waverly Advisors, LLC$8.5M1
358Metis Global Partners, LLC$8.5M1
359TOKIO MARINE ASSET MANAGEMENT CO LTD$8.3M1
360Sequoia Financial Advisors, LLC$8.3M1
361Vident Advisory, LLC$8.3M1
362Nicholas Investment Partners, LP$8.3M1
363FULLER & THALER ASSET MANAGEMENT, INC.$8.2M1
364CHOREO, LLC$8.2M1
365Maryland State Retirement & Pension System$8.2M1
366Avantax Planning Partners, Inc.$8.1M1
367Patriot Financial Group Insurance Agency, LLC$8.0M1
368KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$8.0M1
369Texas Capital Bank Wealth Management Services Inc$8.0M1
370HB Wealth Management, LLC$7.9M1
371Independent Advisor Alliance$7.9M1
372NOVEM GROUP$7.8M1
373FIRST NATIONAL TRUST CO$7.7M1
374JONES FINANCIAL COMPANIES LLLP$7.6M1
375UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.6M1
376TOCQUEVILLE ASSET MANAGEMENT L.P.$7.5M1
377WCG Wealth Advisors LLC$7.4M1
378CENTRAL TRUST Co$7.4M1
379Keystone Wealth Services, LLC$7.1M1
380Uncommon Cents Investing LLC$7.1M1
381MARTINGALE ASSET MANAGEMENT L P$7.0M1
382BLAIR WILLIAM & CO/IL$7.0M1
383Choate Investment Advisors$7.0M1
384Summit Trail Advisors, LLC$7.0M1
385Osmosis Investment Management UK Ltd$6.9M1
386PERRYMAN FINANCIAL ADVISORY INC /AD$6.9M1
387Dai-ichi Life Insurance Company, Ltd$6.9M1
388Savant Capital, LLC$6.8M1
389NorthCoast Asset Management LLC$6.8M1
390GERMAN AMERICAN BANCORP, INC.$6.7M1
391TD Waterhouse Canada Inc.$6.7M1
392EP Wealth Advisors, LLC$6.7M1
393MUFG Securities EMEA plc$6.6M1
394PROFUND ADVISORS LLC$6.6M1
395Castleview Partners, LLC$6.5M1
396Dakota Wealth Management$6.5M1
397Moors & Cabot, Inc.$6.4M1
398Brooklyn Investment Group$6.4M1
399McAlvany Wealth Management LLC$6.4M1
400Cresset Asset Management, LLC$6.3M1
401JOHNSON INVESTMENT COUNSEL INC$6.2M1
402Towne Trust Company, N.A$6.2M1
403Pinnacle Financial Partners, Inc.$6.1M1
404Forvis Mazars Wealth Advisors, LLC$6.1M1
405Cherokee Insurance Co$6.1M1
406Financiere des Professionnels - Fonds d'investissement inc.$6.1M1
407Vestmark Advisory Solutions, Inc.$6.1M1
408Empirical Finance, LLC$6.1M1
409R.H. Investment Group, LLC$6.0M1
410Saudi Central Bank$6.0M1
411AVIVA PLC$6.0M1
412STEPHENS INC /AR/$6.0M1
413CAPITAL INTERNATIONAL LTD /CA/$6.0M1
414Baugh & Associates, LLC$6.0M1
415INTECH INVESTMENT MANAGEMENT LLC$5.9M1
416GRIFFIN ASSET MANAGEMENT, INC.$5.9M1
417Regal Partners Ltd$5.9M1
418Legacy Private Trust Co.$5.9M1
419PKO Investment Management Joint-Stock Co$5.8M1
420PARSONS CAPITAL MANAGEMENT INC/RI$5.8M1
421Smartleaf Asset Management LLC$5.8M1
422Vinva Investment Management Ltd$5.8M1
423MCDONALD PARTNERS LLC$5.8M1
424WASHINGTON TRUST BANK$5.8M1
425Carrera Capital Advisors$5.7M1
426Massachusetts Wealth Management$5.7M1
427ELEVATION POINT WEALTH PARTNERS, LLC$5.7M1
428Cornerstone Wealth Group, LLC$5.6M1
4291ST SOURCE BANK$5.6M1
430Ancora Advisors LLC$5.6M1
431Compound Planning, Inc.$5.5M1
432Allworth Financial LP$5.5M1
433VAN DEN BERG MANAGEMENT I, INC$5.5M1
434OPPENHEIMER & CO INC$5.5M1
435M&G Plc$5.5M1
436Americana Partners, LLC$5.5M1
437BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$5.4M1
438PRINCIPAL SECURITIES, INC.$5.4M1
439Larson Financial Group LLC$5.3M1
440Caprock Group, LLC$5.3M1
441BOCHK Asset Management Ltd$5.3M1
442Focus Partners Advisor Solutions, LLC$5.3M1
443KANAWHA CAPITAL MANAGEMENT LLC$5.2M1
444NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.2M1
445GRANDFIELD & DODD, LLC$5.1M1
446Ethic Inc.$5.1M1
447Brookstone Capital Management$5.0M1
448INTACT INVESTMENT MANAGEMENT INC.$5.0M1
449Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$5.0M1
450Quotient Wealth Partners, LLC$5.0M1
451READYSTATE ASSET MANAGEMENT LP$5.0M1
452PINKERTON WEALTH, LLC$5.0M1
453EVENTIDE ASSET MANAGEMENT, LLC$5.0M1
454Aptus Capital Advisors, LLC$5.0M1
455NorthCrest Asset Manangement, LLC$4.9M1
456Argyle Capital Management, LLC$4.9M1
457CONNABLE OFFICE INC$4.9M1
458AZZAD ASSET MANAGEMENT INC /ADV$4.9M1
459Lakewood Asset Management LLC$4.8M1
460Principle Wealth Partners LLC$4.8M1
461North Dakota State Investment Board$4.8M1
462BALYASNY ASSET MANAGEMENT L.P.$4.8M1
463Kingsview Wealth Management, LLC$4.8M1
464MGO ONE SEVEN LLC$4.7M1
465Bleakley Financial Group, LLC$4.7M1
466Composition Wealth, LLC$4.7M1
467Marex Group Ltd$4.7M1
468Confluence Wealth Services, Inc.$4.7M1
469Concord Wealth Partners$4.7M1
470Laird Norton Wetherby Trust Company, LLC$4.6M1
471Freestone Capital Holdings, LLC$4.6M1
472DSG Capital Advisors, LLC$4.6M1
473COLDSTREAM CAPITAL MANAGEMENT INC$4.6M1
474EFG International AG$4.6M1
475Concord Asset Management, LLC/VA$4.6M1
476LOUISBOURG INVESTMENTS INC.$4.5M1
477HM PAYSON & CO$4.5M1
478Jacobi Capital Management LLC$4.5M1
479Vest Financial, LLC$4.5M1
480RITHOLTZ WEALTH MANAGEMENT$4.5M1
481HUB Investment Partners, LLC$4.5M1
482Northside Capital Management, LLC$4.5M1
483Vise Technologies, Inc.$4.5M1
484Recurrent Investment Advisors LLC$4.5M1
485MUFG SECURITIES AMERICAS INC.$4.5M1
486Stratos Wealth Partners, LTD.$4.4M1
487MOKAN Wealth Management Inc.$4.4M1
488Ameritas Investment Partners, Inc.$4.4M1
489SECURIAN ASSET MANAGEMENT, INC$4.4M1
490BURNEY CO/$4.4M1
491Squarepoint Ops LLC$4.3M1
492BENJAMIN EDWARDS INC$4.3M1
493NATIXIS$4.3M1
494Venture Visionary Partners LLC$4.2M1
495Clearstead Advisors, LLC$4.2M1
496OSSIAM$4.2M1
497INTRUST BANK NA$4.2M1
498Maven Securities LTD$4.2M1
499Nippon Life Global Investors Americas, Inc.$4.2M1
500BEESE FULMER INVESTMENT MANAGEMENT, INC.$4.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 7 sell
Congress net ($ bound)−$123K to $59.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on COP

RETAINED WINDOW · ACTIVE HITS

Zero hits on COP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for COP · financials and macro

Financials — as filed PLANNED

COP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: COP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing