Kingswood Wealth Advisors LLC Has $1.47 Million Stake in ConocoPhillips $COP

Kingswood Wealth Advisors LLC increased its position in ConocoPhillips (NYSE:COP - Free Report) by 257.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 15,668 shares of the energy producer's stock after purchasing an additional 11,282 shares during the period. Kingswood Wealth Advisors LLC's holdings in ConocoPhillips were worth $1,467,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Capital International Investors boosted its stake in shares of ConocoPhillips by 18.2% during the 3rd quarter. Capital International Investors now owns 45,645,397 shares of the energy producer's stock valued at $4,318,239,000 after buying an additional 7,037,873 shares during the period. Primecap Management Co. CA boosted its stake in shares of ConocoPhillips by 31.3% during the 3rd quarter. Primecap Management Co. CA now owns 10,351,010 shares of the energy producer's stock valued at $979,102,000 after buying an additional 2,467,555 shares during the period. Ameriprise Financial Inc. boosted its stake in shares of ConocoPhillips by 20.6% during the 3rd quarter. Ameriprise Financial Inc. now owns 12,994,674 shares of the energy producer's stock valued at $1,228,886,000 after buying an additional 2,216,010 shares during the period. Alyeska Investment Group L.P. acquired a new stake in shares of ConocoPhillips during the 3rd quarter valued at $135,265,000. Finally, SG Americas Securities LLC boosted its stake in shares of ConocoPhillips by 505.9% during the 4th quarter. SG Americas Securities LLC now owns 589,980 shares of the energy producer's stock valued at $55,228,000 after buying an additional 735,319 shares during the period. Institutional investors and hedge funds own 82.36% of the company's stock.

ConocoPhillips News Summary

Here are the key news stories impacting ConocoPhillips this week:

• Positive Sentiment: Several outlets highlight that ConocoPhillips is positioned to beat Q1 estimates based on current indicators, supporting near-term upside into the report. ConocoPhillips (COP) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
• Positive Sentiment: Susquehanna published a bullish note forecasting strong price appreciation for COP, which can attract momentum flows and buyer interest. Susquehanna Forecasts Strong Price Appreciation for ConocoPhillips NYSE: COP Stock
• Positive Sentiment: Scotiabank raised its price target from $100 to $125 (sector perform), reflecting an upgraded view that supports valuation and could reduce near-term downside. Scotiabank price target raise
• Positive Sentiment: Relative-comparison pieces favor COP over Occidental on metrics like ROE, lower leverage and dividend yield, reinforcing COP's appeal vs. peers for yield/value-seeking investors. Occidental vs. ConocoPhillips: Which Energy Stock Has More Upside?
• Neutral Sentiment: ISS (proxy advisor) urged shareholders to vote for an independent board chair — a governance development that increases scrutiny of management but has uncertain immediate financial impact. Watch proxy outcomes for potential board changes. Proxy advisor ISS urges ConocoPhillips shareholders to vote for independent board chair
• Neutral Sentiment: Industry roundups and watchlists continue to include COP among top energy names for 2026, keeping it on investor radars but not signaling an immediate catalyst. Top 4 Energy Stocks to Watch in 2026
• Neutral Sentiment: Local industry news such as Brock Group relocating to Houston's Energy Corridor is background for the sector but has minimal direct impact on COP fundamentals. Brock Group Relocates Headquarters to Houston's Energy Corridor
• Negative Sentiment: Coverage on the renewed surge in renewables (and the market disruption from the Iran conflict) highlights accelerating solar equipment sales and a potential structural shift away from oil over time, a headwind for long-term demand forecasts for fossil-fuel producers. Renewable Energy Is Booming Again. The Iran War Has Scrambled Markets.
• Negative Sentiment: Macro/geo-political commentary warns that while oil-price strength has fueled sector gains, ongoing conflict (Iran) could reverse that rally or pressure margins if prices move to levels that slow demand. This raises risk to the recent run-up. Energy stocks are trouncing the rest of the stock market in 2026. Why the Iran war could erode those gains from here.

Insider Transactions at ConocoPhillips

In related news, CEO Ryan Michael Lance sold 506,800 shares of ConocoPhillips stock in a transaction on Friday, March 20th. The shares were sold at an average price of $127.26, for a total value of $64,495,368.00. Following the transaction, the chief executive officer owned 6,835 shares in the company, valued at $869,822.10. This trade represents a 98.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Kelly Brunetti Rose sold 8,500 shares of ConocoPhillips stock in a transaction on Monday, March 9th. The stock was sold at an average price of $118.04, for a total transaction of $1,003,340.00. Following the completion of the transaction, the senior vice president owned 32,984 shares in the company, valued at $3,893,431.36. This trade represents a 20.49% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 734,891 shares of company stock worth $93,345,692. Corporate insiders own 0.09% of the company's stock.

ConocoPhillips Stock Performance

Shares of COP opened at $124.51 on Friday. The company has a market capitalization of $151.76 billion, a PE ratio of 19.64, a price-to-earnings-growth ratio of 2.35 and a beta of 0.19. ConocoPhillips has a one year low of $84.28 and a one year high of $135.87. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.30 and a quick ratio of 1.14. The company's fifty day moving average price is $120.81 and its 200 day moving average price is $103.12.

ConocoPhillips (NYSE:COP - Get Free Report) last announced its earnings results on Thursday, February 5th. The energy producer reported $1.02 EPS for the quarter, missing the consensus estimate of $1.23 by ($0.21). The firm had revenue of $13.86 billion during the quarter, compared to the consensus estimate of $14.35 billion. ConocoPhillips had a return on equity of 11.90% and a net margin of 12.98%.The business's revenue was down 3.7% compared to the same quarter last year. During the same quarter last year, the business earned $1.98 EPS. As a group, analysts expect that ConocoPhillips will post 7.3 earnings per share for the current year.

ConocoPhillips Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Investors of record on Wednesday, February 18th were issued a $0.84 dividend. This represents a $3.36 annualized dividend and a yield of 2.7%. The ex-dividend date was Wednesday, February 18th. ConocoPhillips's dividend payout ratio (DPR) is 53.00%.

Analysts Set New Price Targets

A number of brokerages have issued reports on COP. Wolfe Research lifted their target price on shares of ConocoPhillips from $138.00 to $144.00 and gave the company an "outperform" rating in a research note on Monday, April 6th. Scotiabank lifted their target price on shares of ConocoPhillips from $100.00 to $125.00 and gave the company a "sector perform" rating in a research note on Wednesday. Raymond James Financial lifted their target price on shares of ConocoPhillips from $113.00 to $118.00 and gave the company an "outperform" rating in a research note on Wednesday, February 11th. Argus lifted their target price on shares of ConocoPhillips from $111.00 to $128.00 and gave the company a "strong-buy" rating in a research note on Friday, February 13th. Finally, Bank of America reissued an "underperform" rating and set a $102.00 target price on shares of ConocoPhillips in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $131.36.

ConocoPhillips Profile

ConocoPhillips NYSE: COP is a Houston-based international energy company focused on exploration and production of oil and natural gas. Formed in 2002 through the merger of Conoco Inc and Phillips Petroleum Company, the firm operates as an independent upstream company that explores for, develops and produces crude oil, natural gas and natural gas liquids across a portfolio of global assets.

The company's activities span conventional and unconventional resources and include onshore and offshore operations in multiple regions around the world.

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