John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
Holdings Activity Buys Sells    History
Holding/activity history for  ConocoPhillips (COP)
← All COP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,645,858 0.70 Reduce 6.26% 0.03 $112.21–135.87 · VW $120.69i $1,273,253,256 SEC
2025   Q4 10,290,169 0.52 Reduce 0.36% <0.01 $88.58–113.80 · VW $105.28i $963,262,720 SEC
2025   Q3 10,327,000 0.53 Reduce 8.09% 0.05 $85.57–99.65 · VW $91.30i $976,830,930 SEC
2025   Q2 11,235,453 0.57 Add 0.12% <0.01 $85.23–99.32 · VW $94.51i $1,008,269,552 SEC
2025   Q1 11,221,699 0.67 Reduce 1.77% 0.01 $79.88–106.20 · VW $90.48i $1,178,502,829 SEC
2024   Q4 11,423,586 0.66 Reduce 0.07% <0.01 $94.23–108.74 · VW $100.71i $1,132,877,024 SEC
2024   Q3 11,431,431 0.68 Reduce 0.38% <0.01 $101.30–116.08 · VW $108.57i $1,203,501,056 SEC
2024   Q2 11,475,600 0.79 Reduce 1.06% <0.01 $102.27–118.40 · VW $111.49i $1,312,579,128 SEC
2024   Q1 11,598,067 0.86 Reduce 1.41% 0.01 $110.85–135.18 · VW $120.84i $1,476,201,968 SEC
2023   Q4 11,764,273 0.87 Reduce 12.41% 0.14 $105.77–121.24 · VW $113.18i $1,365,479,167 SEC
2023   Q3 13,430,859 1.09 Reduce 1.75% 0.02 $109.98–127.35 · VW $117.63i $1,609,016,908 SEC
2023   Q2 13,669,601 0.95 Reduce 2.95% 0.03 $98.38–119.56 · VW $112.32i $1,416,307,360 SEC
2023   Q1 14,084,769 0.96 Reduce 3.13% 0.04 $91.53–110.02 · VW $100.28i $1,397,349,932 SEC
2022   Q4 14,539,482 1.18 Reduce 29.42% 0.47 $102.96–126.39 · VW $110.90i $1,715,658,876 SEC
2022   Q3 20,600,222 1.60 Reduce 1.53% 0.02 $98.46–138.49 · VW $120.15i $2,108,227,000 SEC
2022   Q2 20,919,770 1.31 Reduce 0.76% <0.01 $78.30–124.08 · VW $103.94i $1,878,805,000 SEC
2022   Q1 21,080,908 1.29 Reduce 0.70% <0.01 $88.77–117.99 · VW $106.37i $2,108,091,000 SEC
2021   Q4 21,229,408 0.95 Reduce 5.01% 0.05 $66.06–95.07 · VW $85.33i $1,532,339,000 SEC
2021   Q3 22,349,446 0.99 Reduce 0.20% <0.01 $54.42–77.98 · VW $67.51i $1,514,622,000 SEC
2021   Q2 22,393,956 0.89 Reduce 6.65% 0.06 $51.41–63.57 · VW $56.84i $1,363,792,000 SEC
2021   Q1 23,990,183 0.91 Add 98848.99% 0.91 $47.85–61.14 · VW $54.91i $1,270,760,000 SEC
2020   Q4 24,245 <0.01 $40.01 $970,000 SEC
2020   Q3 24,245 <0.01 Reduce 9.31% <0.01 $27.53–45.36 · VW $37.48i $796,000 SEC
2020   Q2 26,735 <0.01 Add 20.18% <0.01 $35.90–50.79 · VW $41.53i $1,123,000 SEC
2020   Q1 22,245 <0.01 Reduce 0.89% $20.84–51.49 · VW $38.17i $685,000 SEC
2019   Q4 22,445 <0.01 $65.05 $1,460,000 SEC
2019   Q3 22,445 <0.01 Reduce 3.20% $50.74–63.22 · VW $57.97i $1,279,000 SEC
2019   Q2 23,188 <0.01 $60.98 $1,414,000 SEC
2019   Q1 23,188 <0.01 $66.76 $1,548,000 SEC
2018   Q4 23,188 <0.01 $62.36 $1,446,000 SEC
2018   Q3 23,188 <0.01 Reduce 6.08% <0.01 $62.41–80.24 · VW $69.61i $1,795,000 SEC
2018   Q2 24,688 <0.01 Reduce 2.37% $64.79–74.43 · VW $70.88i $1,719,000 SEC
2018   Q1 25,288 <0.01 $59.28 $1,499,000 SEC
2017   Q4 25,288 <0.01 $54.89 $1,388,000 SEC
2017   Q3 25,288 <0.01 $50.06 $1,266,000 SEC
2017   Q2 25,288 <0.01 $43.97 $1,112,000 SEC
2017   Q1 25,288 <0.01 $49.87 $1,261,000 SEC
2016   Q4 25,288 <0.01 Reduce 5.60% <0.01 $46.71–53.17 · VW $49.15i $1,268,000 SEC
2016   Q3 26,788 <0.01 $43.45 $1,164,000 SEC
2016   Q2 26,788 <0.01 Reduce 6.62% <0.01 $38.80–48.45 · VW $42.77i $1,168,000 SEC
2016   Q1 28,688 <0.01 Reduce 2.38% $33.34–49.35 · VW $42.16i $1,155,000 SEC
2015   Q4 29,388 <0.01 Reduce 0.34% $31.05–54.75 · VW $39.88i $1,372,000 SEC
2015   Q3 29,488 <0.01 Reduce 2.32% $45.72–57.24 · VW $52.34i $1,414,000 SEC
2015   Q2 30,188 <0.01 $61.42 $1,854,000 SEC
2015   Q1 30,188 <0.01 Reduce 7.93% <0.01 $60.57–69.72 · VW $64.66i $1,880,000 SEC
2014   Q4 32,788 <0.01 Reduce 3.25% <0.01 $60.64–71.37 · VW $65.74i $2,264,000 SEC
2014   Q3 33,888 <0.01 Reduce 5.57% <0.01 $63.56–81.37 · VW $70.33i $2,593,000 SEC
2014   Q2 35,888 <0.01 Reduce 11.69% <0.01 $78.91–87.09 · VW $82.41i $3,077,000 SEC
2014   Q1 40,638 <0.01 Reduce 10.56% <0.01 $65.98–80.54 · VW $75.49i $2,859,000 SEC
2013   Q4 45,438 <0.01 $70.65 $3,210,000 SEC
2013   Q3 45,438 <0.01 Reduce 2.26% <0.01 $66.51–74.59 · VW $71.30i $3,158,000 SEC
2013   Q2 46,488 <0.01 Buy <0.01 $58.71–67.91 · VW $64.31i $2,813,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $56.38–64.77 · VW $60.83i SEC
2012   Q4 49,488 <0.01 Reduce 15.96% <0.01 $56.57–62.05 · VW $58.86i $2,870,000 SEC
2012   Q3 58,888 <0.01 Reduce 7.39% <0.01 $53.95–58.90 · VW $56.60i $3,367,000 SEC
2012   Q2 63,588 0.02 Reduce 25.76% <0.01 $50.62–57.77 · VW $55.06i $3,553,000 SEC
2012   Q1 85,653 0.02 Reduce 10.36% <0.01 $50.66–59.68 · VW $54.17i $4,963,000 SEC
2011   Q4 95,557 0.02 Reduce 1.35% <0.01 $51.57–59.25 · VW $56.39i $5,308,000 SEC
2011   Q3 96,869 <0.01 Reduce 7.05% <0.01 $44.71–56.18 · VW $51.75i $4,676,000 SEC
2011   Q2 104,215 <0.01 Reduce 32.52% <0.01 $46.04–61.08 · VW $53.01i $5,973,000 SEC
2011   Q1 154,431 0.01 Reduce 11.99% <0.01 $53.83–62.36 · VW $57.33i $9,402,000 SEC
2010   Q4 175,476 0.01 Reduce 4.36% <0.01 $46.65–60.68 · VW $55.57i $9,110,000 SEC
2010   Q3 183,478 0.01 Reduce 11.82% <0.01 $40.62–48.23 · VW $44.91i $8,033,000 SEC
2010   Q2 208,074 0.01 Reduce 9.08% <0.01 $36.64–44.24 · VW $40.28i $7,787,000 SEC
2010   Q1 228,855 0.01 Reduce 15.91% <0.01 $36.80–46.14 · VW $40.82i $8,927,000 SEC
2009   Q4 272,147 0.01 Reduce 11.05% <0.01 $35.55–41.01 · VW $37.72i $10,595,000 SEC
2009   Q3 305,969 0.01 Reduce 27.78% <0.01 $33.48–41.26 · VW $38.07i $10,533,000 SEC
2009   Q2 423,661 0.02 Reduce 26.60% <0.01 $29.44–37.13 · VW $33.63i $13,584,000 SEC
2009   Q1 577,167 0.03 Reduce 14.39% <0.01 $26.01–36.07 · VW $32.34i $17,230,000 SEC
2008   Q4 674,177 0.04 Reduce 90.76% 0.43 $28.17–43.79 · VW $33.48i $26,622,000 SEC
2008   Q3 7,297,206 0.48 Reduce 45.01% 0.42 $31.46–61.43 · VW $44.31i $407,474,000 SEC
2008   Q2 13,268,856 0.94 Reduce 15.80% 0.14 $58.48–73.15 · VW $64.84i $954,761,000 SEC
2008   Q1 15,757,948 0.87 Reduce 34.98% 0.48 $54.57–72.47 · VW $66.00i $915,476,000 SEC
2007   Q4 24,235,774 1.38 Reduce 5.66% 0.08 $51.72–68.52 · VW $61.10i $1,631,372,000 SEC
2007   Q3 25,689,295 1.33 Reduce 1.32% 0.02 $56.55–68.41 · VW $61.99i $1,718,833,000 SEC
2007   Q2 26,031,981 1.19 Reduce 11.83% 0.15 $56.22–69.25 · VW $62.63i $1,557,802,000 SEC
2007   Q1 29,523,272 1.28 Add 0.48% <0.01 $48.66–59.41 · VW $55.70i $1,538,291,000 SEC
2006   Q4 29,381,719 1.40 Add 1.79% 0.02 $46.95–57.09 · VW $51.28i $1,611,548,000 SEC
2006   Q3 28,863,636 1.25 Reduce 1.38% 0.02 $41.85–51.58 · VW $48.24i $1,309,852,000 SEC
2006   Q2 29,268,258 1.49 Reduce 0.30% <0.01 $43.96–53.93 · VW $48.75i $1,462,084,000 SEC
2006   Q1 29,355,944 1.48 Reduce 0.02% <0.01 $44.60–55.27 · VW $49.37i $1,413,204,000 SEC
2005   Q4 29,361,605 1.45 Add 0.37% <0.01 $43.49–50.50 · VW $46.82i $1,302,234,000 SEC
2005   Q3 29,253,307 1.81 Reduce 0.96% 0.02 $43.62–54.49 · VW $48.08i $1,559,013,000 SEC
2005   Q2 29,535,948 1.59 Reduce 0.98% 0.01 $41.24–51.26 · VW $47.59i $1,294,430,000 SEC
2005   Q1 29,829,133 1.51 Reduce 0.05% <0.01 $36.25–43.07 · VW $40.14i $1,226,100,000 SEC
2004   Q4 29,844,127 1.26 Reduce 0.28% <0.01 $31.56–43.44 · VW $39.09i $987,720,000 SEC
2004   Q3 29,928,325 1.38 Reduce 24.35% 0.42 $28.27–34.72 · VW $32.56i $945,105,000 SEC
2004   Q2 39,561,200 1.73 Buy 1.73 $27.17–30.47 · VW $28.67i $1,150,383,000 SEC
2004   Q1 0 0.00 Sell 100.00% 3.25 $25.03–28.80 · VW $27.26i SEC
2003   Q4 39,089,493 3.25 Add 4.91% 0.15 $21.75–26.49 · VW $24.83i $976,946,000 SEC
2003   Q3 37,258,755 2.46 Add 2.53% 0.06 $20.43–22.28 · VW $21.45i $777,531,000 SEC
2003   Q2 36,339,386 2.33 Reduce 12.18% 0.32 $19.55–21.34 · VW $20.72i $759,038,000 SEC
2003   Q1 41,379,429 2.62 Add 0.20% <0.01 $18.77–20.81 · VW $20.05i $845,385,000 SEC
2002   Q4 41,295,349 2.34 Add 6.10% 0.13 $17.21–19.55 · VW $18.69i $761,662,000 SEC
2002   Q3 38,919,472 2.40 Buy 2.40 $16.78–20.28 · VW $18.43i $685,946,000 SEC
Price snapshot:
Current price$112.85
Avg. buy price$53.02
+/- since buy112.85%
52-week low$83.51
52-week high$134.87