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ConocoPhillips

COPintermediary

ConocoPhillips is the world's largest independent exploration and production company, focused exclusively on upstream oil and gas production. Its acquisition of Marathon Oil expanded its already dominant Lower 48 position, and its low cost of supply and disciplined capital returns framework set the standard for E&P capital allocation.

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产品与营收

产品营收占比

营收构成 ($58.6B)

静态数据（加载实时财务…）

Lower 48 (55%)
Alaska (15%)
International (20%)
Other (Canada, APM) (10%)

业务板块构成与主要客户

产品详情

Lower 48 Production55%

Oil and gas production from Permian, Eagle Ford, Bakken, and other U.S. unconventional basins

Alaska Operations15%

North Slope oil production including Willow project development

International & LNG25%

Production from Norway, Canada, Australia, and equity LNG positions

供应链关系

竞争对手

Exxon Mobil Corporation

Permian Basin and global E&P

影响: Major supermajor rival

EOG Resources, Inc.

U.S. shale oil production

影响: Shale E&P competitor

主要供应商

SLB (Schlumberger)

Drilling and completion services

影响: $2B+ service provider

宏观与市场背景

에너지行业新闻

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

近期催化剂

◆OPEC+ 생산 정책 회의 (2026.06)◆XOM·CVX·COP Q1 실적 (2026.04)◆EIA 여름 에너지 수급 전망 보고서

机构信号

机构操作价值季度申报日期
BlackRockaccumulating$241M2024.062024-08-13↑
BlackRockaccumulating$125M2024.062024-08-13↑
BlackRockaccumulating$145M2024.062024-08-13↑
BlackRockreducing$7M2024.062024-08-13↓
BlackRockaccumulating$19M2024.062024-08-13↑
BlackRockaccumulating$371M2024.062024-08-13↑
BlackRockaccumulating$241M2024.062024-08-13↑
BlackRockaccumulating$4.6B2024.062024-08-13↑
BlackRockaccumulating$2.9B2024.062024-08-13↑
BlackRockaccumulating$220M2024.062024-08-13↑
BlackRockaccumulating$481M2024.062024-08-13↑
BlackRockaccumulating$145M2024.062024-08-13↑
BlackRockaccumulating$45M2024.062024-08-13↑
BlackRockaccumulating$23M2024.062024-08-13↑
BlackRockaccumulating$1.0B2024.062024-08-13↑
BlackRockaccumulating$38M2024.062024-08-13↑
BlackRockaccumulating$231M2024.062024-08-13↑
BlackRockaccumulating$13M2024.062024-08-13↑
BlackRockaccumulating$31M2024.062024-08-13↑
BlackRockreducing$6M2024.062024-08-13↓
BlackRockreducing$199K2024.062024-08-13↓
BlackRockaccumulating$162M2024.062024-08-13↑
BlackRockreducing$320K2024.062024-08-13↓
BlackRockreducing$217K2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockaccumulating$50M2024.062024-08-13↑
BlackRockreducing$3M2024.062024-08-13↓
BlackRockaccumulating$25M2024.062024-08-13↑
Vanguard Groupaccumulating$10.1B2025.122026-01-29↑
Vanguard Groupaccumulating$398K2025.122026-01-29↑
Vanguard Groupaccumulating$56M2025.122026-01-29↑
Vanguard Groupaccumulating$253M2025.122026-01-29↑
Vanguard Groupaccumulating$647M2025.122026-01-29↑
Vanguard Groupaccumulating$203M2025.122026-01-29↑
State Streetaccumulating$6.0B2025.122026-02-13↑
Wellington Managementaccumulating$2.2B2025.122026-02-17↑
Wellington Managementaccumulating$13M2025.122026-02-17↑
Wellington Managementreducing$178K2025.122026-02-17↓
Wellington Managementreducing$2M2025.122026-02-17↓
Wellington Managementreducing$430K2025.122026-02-17↓
Wellington Managementaccumulating$60M2025.122026-02-17↑
Wellington Managementreducing$8M2025.122026-02-17↓
FMR (Fidelity)accumulating$913M2025.122026-02-17↑
FMR (Fidelity)accumulating$558M2025.122026-02-17↑
FMR (Fidelity)accumulating$73M2025.122026-02-17↑
FMR (Fidelity)accumulating$430M2025.122026-02-17↑
FMR (Fidelity)accumulating$5M2025.122026-02-17↑

最新新闻

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AI 分析

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企业信息

总部

Houston, Texas, USA

成立时间

1917

员工人数

10,000+

行业概况 — 에너지

行业新闻

유가 $70~80 박스권 — AI 전력 수요 급증이 천연가스 중장기 수혜 촉발

WTI 유가

$78/bbl

Henry Hub 천연가스

$2.8/MMBtu

미국 LNG 수출

14Bcf/d (사상 최대)

OPEC+ 감산 준수율

92%

核心主题

  • •AI 데이터센터 전력 급증 → 천연가스 발전 수요 구조적 확대
  • •LNG 수출 터미널 증설 — Venture Global·Sempra 수혜
  • •유럽 에너지 안보 → 미국産 LNG 장기 계약 체결 가속

近期催化剂

  • ◆OPEC+ 생산 정책 회의 (2026.06)
  • ◆XOM·CVX·COP Q1 실적 (2026.04)