DEFA14A ·Filed Mar 30, 2026

COP

CONOCOPHILLIPS
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001104659-26-036377
Proxy solicitation materials
Actionable Insight • Neutral

This is a standard annual proxy filing with no material changes. Investors should focus on the upcoming earnings report and capital allocation plans rather than this routine governance filing.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
COP ▼ -19.52% at T+60d
NEUTRAL call ✗ call lost -19.52% · α vs SPY -35.55% · entry $132.86 → $106.92
Entry anchored
Mar 27, 04:04 PM ET
via exchange tick
T+1d
-0.67%
call -0.67% · α -3.56%
$131.97
settled 6mo ago
T+5d
-0.82%
call -0.82% · α -5.12%
$131.77
settled 6mo ago
T+20d
-6.47%
call -6.47% · α -19.06%
$124.27
settled 5mo ago
T+60d
-19.52%
call -19.52% · α -35.55%
$106.92
settled 3mo ago

Price Chart

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Executive Summary

ConocoPhillips filed a definitive proxy statement for its 2026 annual meeting, which includes the re-election of 13 directors, ratification of auditors, advisory approval of executive compensation, and opposition to a shareholder proposal for an independent board chairman. This is a routine annual filing with no activist campaign or unexpected changes.

Key Facts

  • Routine annual shareholder meeting with standard proposals
  • All 13 director nominees are current board members
  • Management recommends voting against the shareholder proposal for an independent board chairman
  • No activist involvement or contested election

Financial Impact

No direct financial impact from this filing

governanceboard composition

Risk Factors

  • Potential shareholder dissatisfaction with executive compensation (as indicated by recent insider selling)
  • Governance concerns from the rejected independent chairman proposal

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining
Analyst Consensus
73% bullish (33 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-036377
Document: 0001104659-26-036377-index-headers.html0001104659-26-036377
Document: 0001104659-26-036377-index.html0001104659-26-036377
Document: 0001104659-26-036377.txt0001104659-26-036377
15 reports for COP
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+20▲ +16.24%Aug 6, 2026
Filters
Rows
Reports for COP — sortable, filterable
TypeNow
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$133.35 $125.27▼ −6.06%▼ −7.37%$126.75 (−4.95%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$116.76 $135.72▲ +16.24%▲ +15.64%$126.75 (+8.56%)
Jul 23, 2026
10w ago
Institutional Cluster
MIXED ★ 4/10
$120.20 $134.73▲ +12.08%▲ +8.78%$126.75 (+5.45%)
Jun 30, 2026
13w ago
S-3ASR
NEUTRAL ★ 3/10
$103.22 $118.06▲ +14.38%▲ +16.56%$126.75 (+22.80%)
Jun 23, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$106.92 $118.79▲ +11.10%▲ +9.17%$126.75 (+18.55%)
Jun 10, 2026
16w ago
Court Ruling
BEARISH ★ 4/10
$119.92 $108.02▲ +9.92%▲ +13.55%$126.75 (−5.70%)
May 27, 2026
18w ago
Court Ruling
BEARISH ★ 5/10
$115.14 $106.92▲ +7.14%▲ +4.84%$126.75 (−10.09%)
Mar 30, 2026
26w ago
DEFA14A
NEUTRAL ★ 3/10
$132.86 $124.27▼ −6.47%▼ −19.06%$126.75 (−4.60%)
Mar 20, 2026
28w ago
Insider Cluster
BEARISH ★ 8/10
$126.70 $116.45▲ +8.09%▲ +17.41%$126.75 (−0.04%)
Mar 20, 2026
28w ago
Insider Cluster
NEUTRAL ★ 5/10
$126.70 $116.45▼ −8.09%▼ −17.41%$126.75 (+0.04%)
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (64h 17m)

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