We are live on ! Find out more
COP icon

ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Addison Advisors
Vermont
$175K +$6.08K +52 +4%
USGIU
2002
U.S. Global Investors (USGI)
Texas
$174K – – –
RIM
2003
Rockbridge Investment Management
New York
$173K +$174K +1,487 New
QC
2004
Quent Capital
New York
$173K -$24.1K -206 -12%
SPWM
2005
Spartan Planning & Wealth Management
North Carolina
$171K +$133K +1,135 +339%
NF
2006
Norwood Financial
Pennsylvania
$169K -$64.3K -550 -27%
PB
2007
Pinnacle Bancorp
Nebraska
$168K -$11.1K -95 -6%
SWM
2008
Sugarloaf Wealth Management
Georgia
$166K – – –
CWM
2009
Compass Wealth Management
Connecticut
$165K – – –
SN
2010
Sittner & Nelson
Oregon
$163K – – –
PBK
2011
Peoples Bank (Kansas)
Kansas
$162K – – –
OC
2012
Oakworth Capital
Alabama
$161K -$8.19K -70 -5%
BLC
2013
Brown, Lisle/Cummings
Rhode Island
$161K – – –
FDCP
2014
Foster Dykema Cabot & Partners
Massachusetts
$160K +$161K +1,380 New
QPBE
2015
Quintet Private Bank (Europe)
Luxembourg
$159K -$115K -986 -42%
BCM
2016
Blume Capital Management
California
$153K – – –
HT
2017
Headlands Technologies
Illinois
$151K -$645K -5,517 -81%
WAS
2018
Winch Advisory Services
Wisconsin
$151K -$22.1K -189 -13%
SAM
2019
S.A. Mason
Michigan
$151K – – –
FWM
2020
FSA Wealth Management
Massachusetts
$149K +$136K +1,164 New
NMG
2021
New Millennium Group
Utah
$145K – – –
TSWM
2022
Tyler-Stone Wealth Management
Ohio
$143K +$12.3K +105 +9%
ASBI
2023
American State Bank (Iowa)
Iowa
$143K – – –
CPG
2024
Cornerstone Planning Group
New Jersey
$143K -$702 -6 -0.5%
FPB
2025
First PREMIER Bank
South Dakota
$142K – – –
79 80
81
82 83