ConocoPhillips offers pure-play upstream exposure with industry-leading capital discipline. Marathon Oil acquisition is accretive on day one. Willow project on Alaska's North Slope adds long-cycle reserves. LNG offtake commitments from Port Arthur and Qatar position it for global gas exposure starting 2026.
Thesis reviewed May 29, 2026
ConocoPhillips is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →⚡Energy77REDUCE| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WDS | Woodside Energy Group Ltd | 72 | +10% | ↓61% | WATCH |
| SU | Suncor Energy Inc. | 72 | +14% | ↓61% | WATCH |
| CVE | Cenovus Energy Inc. | 72 | +17% | ↓61% | WATCH |
| PTR | PetroChina Company Limited | 72 | +8% | ↓61% | NEUTRAL |
| ECOPETROL | Ecopetrol S.A. | 72 | +7% | ↓61% | NEUTRAL |
| TTE | TotalEnergies SE | 72 | +10% | ↓61% | WATCH |
| FTI | TechnipFMC plc | 72 | +20% | ↓61% | WATCH |
Investors who hold COP may also have indirect exposure through these country funds.
Willow project first oil targeted Q4 2026
Marathon synergies raised to $1B run-rate
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | -1.9% |
| Gilbert CisnerosCA | D | Buy | Unknown amount | Jan 7, 26 | +3.9% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +3.9% |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | +17.9% | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +17.0% |
| Markwayne Mullin | Buy | $15k–$50k | May 13, 25 | +26.1% | |
| Markwayne Mullin | Sell | $15k–$50k | Apr 8, 25 | +28.7% | |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Nov 22, 24 | +14.6% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +13.7% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +5.9% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Jul 5, 24 | +9.6% |