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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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產品與營收

產品營收佔比

營收結構 ($58.6B)

靜態數據（加載即時財務…）

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

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Exxon Mobil Corporation

Permian Basin and global E&P

影響: Major supermajor rival

EOG Resources, Inc.

U.S. shale oil production

影響: Shale E&P competitor

主要供應商

SLB (Schlumberger)

Drilling and completion services

影響: $2B+ service provider

宏觀與市場背景

에너지行業新聞

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%

近期催化劑

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

機構訊號

機構操作價值季度申報日期
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↑

最新新聞

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企業資訊

總部

Houston, Texas, USA

成立時間

1917

員工人數

10,000+

行業概況 — 에너지

行業新聞

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%

核心主題

  • •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

近期催化劑

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