Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONOCOPHILLIPSCOP · Entity 658 | Senior Vice President | August 21, 2026 | August 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CONOCOPHILLIPS
Report date August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,593 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 9,487 · Balance 9,593 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 29, 2018 Filed Mar 29, 2018 20:55 UTC | CONOCOPHILLIPS COP · Entity 658 | SaleCommon Stock | 25,000 | $58.96 | $1,473,905.00 |
DisclosureSEC source: 0001209191-18-022107 · doc4.xml · nonDerivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $59.10 to $58.86, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges provided herein. Read SEC document |
| March 29, 2018 Filed Mar 29, 2018 20:55 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 25,000 | $33.13 | $828,125.00 |
DisclosureSEC source: 0001209191-18-022107 · doc4.xml · nonDerivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 16:13 UTC | CONOCOPHILLIPS COP · Entity 658 | Tax withholdingCommon Stock | 1,297 | $54.65 | $70,874.57 |
DisclosureSEC source: 0001209191-18-011802 · doc4.xml · nonDerivative · entry 3 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 16:13 UTC | CONOCOPHILLIPS COP · Entity 658 | Disposition to issuerCommon Stock | 3,011 | $54.65 | $164,536.10 |
DisclosureSEC source: 0001209191-18-011802 · doc4.xml · nonDerivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 17, 2018 Filed Feb 21, 2018 16:13 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 4,308 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011802 · doc4.xml · nonDerivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each stock unit was the economic equivalent of one share of common stock. The shares settled in cash. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:39 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 4,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010322 · doc4.xml · derivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,308 Underlying: Common Stock · 4,308 shares Expires not disclosed F1 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F4 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 17, 2018. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 17, 2018 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer all or part of the settlement value of the units to a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:39 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 5,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010322 · doc4.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,570 Underlying: Common Stock · 5,570 shares Expires not disclosed F1 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: Stock unit grant settles 3 years from date of grant, but may be eligible for full or partial early settlement upon termination of employment after attainment of age 55 with five years of service, layoff, death or disability, or a change of control. The reporting person may also elect to defer all or part of the settlement value of the units to a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:27 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionStock Units · Derivative | 5,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-013259 · doc4.xml · derivative · entry 3 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,871 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 18, 2017. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 18, 2017 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer all or part of the settlement value of the units to a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:27 UTC | CONOCOPHILLIPS COP · Entity 658 | Tax withholdingCommon Stock | 2,001 | $47.67 | $95,387.67 |
DisclosureSEC source: 0001209191-17-013259 · doc4.xml · nonDerivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 21:27 UTC | CONOCOPHILLIPS COP · Entity 658 | Disposition to issuerCommon Stock | 5,871 | $47.67 | $279,870.57 |
DisclosureSEC source: 0001209191-17-013259 · doc4.xml · nonDerivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 17, 2017 Filed Feb 21, 2018 16:13 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionStock Units · Derivative | 4,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011802 · doc4.xml · derivative · entry 4 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,308 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 17, 2018. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 17, 2018 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer settlement of stock units until a later date. F4 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:16 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 5,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011576 · doc4.xml · derivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,871 Underlying: Common Stock · 5,871 shares Expires not disclosed F2 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 18, 2017. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 18, 2017 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer all or part of the settlement value of the units to a later date. F4 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 22:16 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 34,500 | $0.00 Strike: $49.76 | $0.00 |
DisclosureSEC source: 0001209191-17-011576 · doc4.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,500 Underlying: Common Stock · 34,500 shares Expires 2027-02-14 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 14, 2018. Read SEC document |
| February 18, 2016 Filed Feb 22, 2016 22:37 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionStock Units · Derivative | 8,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-101048 · doc4.xml · derivative · entry 3 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,661 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 18, 2016. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 18, 2016 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer settlement of stock units until a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 18, 2016 Filed Feb 22, 2016 22:37 UTC | CONOCOPHILLIPS COP · Entity 658 | Tax withholdingCommon Stock | 2,867 | $33.98 | $97,406.33 |
DisclosureSEC source: 0001209191-16-101048 · doc4.xml · nonDerivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 18, 2016 Filed Feb 22, 2016 22:37 UTC | CONOCOPHILLIPS COP · Entity 658 | Disposition to issuerCommon Stock | 8,661 | $33.98 | $294,257.48 |
DisclosureSEC source: 0001209191-16-101048 · doc4.xml · nonDerivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 20:44 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 8,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-099801 · doc4.xml · derivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,661 Underlying: Common Stock · 8,661 shares Expires not disclosed F2 · derivative.exercise_price: The stock units represent ConocoPhillips common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The stock units will be forfeited if the reporting person separates from service prior to the end of an escrow period ending on the earliest to occur of the following: (a) termination of employment as a result of layoff; (b) termination of employment after attainment of age 55 with five years of service; (c) termination of employment due to death or total disability; (d) termination of employment following a change in control; or (e) February 18, 2016. During the escrow period, the reporting person may not dispose of the stock units. The stock units will be settled in cash on the later of (a) the end of the escrow period or (b) the earlier of (i) death (ii) February 18, 2016 or (iii) six months after separation from service in which case the stock units will be settled in cash based on the fair market value of the units on that date. The reporting person may also elect to defer settlement of stock units until a later date. F4 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 16, 2016 Filed Feb 18, 2016 20:44 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 55,800 | $0.00 Strike: $33.13 | $0.00 |
DisclosureSEC source: 0001209191-16-099801 · doc4.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,800 Underlying: Common Stock · 55,800 shares Expires 2026-02-16 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 16, 2017. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 14:34 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionStock Units · Derivative | 3,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-095118 · doc4.xml · derivative · entry 3 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,652 Underlying: Common Stock · 3,652 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The stock units will be forfeited if the reporting person terminates for any reason except layoff, death or disability prior to the third anniversary of the grant date. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the earliest of the reporting person's death, the third anniversary of the grant date, or six months after termination for a reason other than death, unless the units have previously forfeited. The reporting person may also defer conversion of stock units until a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 14:34 UTC | CONOCOPHILLIPS COP · Entity 658 | Tax withholdingCommon Stock | 1,299 | $38.30 | $49,745.21 |
DisclosureSEC source: 0001209191-16-095118 · doc4.xml · nonDerivative · entry 2 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,353 Read SEC document |
| February 01, 2016 Filed Feb 3, 2016 14:34 UTC | CONOCOPHILLIPS COP · Entity 658 | Exercise / conversionCommon Stock | 3,652 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-095118 · doc4.xml · nonDerivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,652 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 18:35 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 41,300 | $0.00 Strike: $69.25 | $0.00 |
DisclosureSEC source: 0001209191-15-015900 · doc4.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,300 Underlying: Common Stock · 41,300 shares Expires 2025-02-17 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 17, 2016. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 22:14 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 36,600 | $0.00 Strike: $65.46 | $0.00 |
DisclosureSEC source: 0001181431-14-008045 · rrd403197.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,600 Underlying: Common Stock · 36,600 shares Expires 2024-02-18 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 18, 2015. Read SEC document |
| February 05, 2013 Filed Feb 7, 2013 23:23 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Options (rights to buy) · Derivative | 34,400 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0001181431-13-007754 · rrd369437.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,400 Underlying: Common Stock · 34,400 shares Expires 2023-02-05 F1 · derivative.exercise_date: The stock options become exercisable in three equal annual installments beginning on February 5, 2014. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 23:26 UTC | CONOCOPHILLIPS COP · Entity 658 | GrantStock Units · Derivative | 3,652 | $58.43 | $213,386.36 |
DisclosureSEC source: 0001181431-13-006923 · rrd368851.xml · derivative · entry 1 LUNDQUIST ANDREW D · CIK 0001178402 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,652 Underlying: Common Stock · 3,652 shares Expires not disclosed F1 · derivative.exercise_price: The stock units convert to ConocoPhillips common stock on a 1-for-1 basis. F2 · derivative.exercise_date: The stock units will be forfeited if the reporting person terminates for any reason except layoff, death or disability prior to the third anniversary of the grant date. During the escrow period, the reporting person may not dispose of the stock units. The stock units will convert to common stock on the earliest of the reporting person's death, the third anniversary of the grant date, or six months after termination for a reason other than death, unless the units have previously forfeited. The reporting person may also defer conversion of stock units until a later date. F3 · derivative.expiration_date: The stock units do not have an expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.