Filings monitor · COP

What CONOCOPHILLIPS's SEC filings said

10-Q for 2026Q3, filed 5 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. LNG Purchase Obligations66 · importance in its document · 10-Q · 2026Q3
   In 2026, ConocoPhillips increased future contractual purchase obligations by approximately $9 billion. The increase related to long-term LNG offtake contracts and vessels, as well as certain other capacity obligations. The filing does not…
2. Net Income and Profitability65 · importance in its document · 10-Q · 2026Q3
   ConocoPhillips reported third-quarter 2026 net income of $4.001 billion, compared with $1.726 billion in the third quarter of 2025; nine-month net income rose to $10.115 billion from $6.546 billion. Third-quarter basic earnings per share…
3. Capital Return Program62 · importance in its document · 8-K exhibit · 5 Nov 2026
   ConocoPhillips increased its quarterly ordinary dividend by 11% to $0.93 per share, effective with the fourth-quarter 2026 dividend. The dividend is payable Dec. 1, 2026, to stockholders of record as of Nov. 16, 2026. Management said the…
4. Capital Expenditure Guidance60 · importance in its document · 10-Q · 2026Q3
   ConocoPhillips expects 2026 operating-plan capital expenditures of approximately $12 billion to $12.5 billion. During the first nine months of 2026, capital expenditures and investments totaled $9.105 billion. Spending supported…
5. Revenue Performance and Mix59 · importance in its document · 10-Q · 2026Q3
   Third-quarter 2026 sales and other operating revenues increased $4.404 billion year over year to $19.435 billion; nine-month revenue rose $8.805 billion to $54.357 billion. Higher realized prices contributed $3.178 billion of the…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 5 Nov 2026

Full report · Filing on EDGAR

• LNG Purchase ObligationsImportance 66
  In 2026, ConocoPhillips increased future contractual purchase obligations by approximately $9 billion. The increase related to long-term LNG offtake contracts and vessels, as well as certain other capacity obligations.…
• Net Income and ProfitabilityImportance 65
  ConocoPhillips reported third-quarter 2026 net income of $4.001 billion, compared with $1.726 billion in the third quarter of 2025; nine-month net income rose to $10.115 billion from $6.546 billion. Third-quarter basic…
• Capital Expenditure GuidanceImportance 60 · +1 more on this subject
  ConocoPhillips expects 2026 operating-plan capital expenditures of approximately $12 billion to $12.5 billion. During the first nine months of 2026, capital expenditures and investments totaled $9.105 billion. Spending…
• Revenue Performance and MixImportance 59
  Third-quarter 2026 sales and other operating revenues increased $4.404 billion year over year to $19.435 billion; nine-month revenue rose $8.805 billion to $54.357 billion. Higher realized prices contributed $3.178…
• Operating Cash Flow TrendsImportance 59
  Cash provided by operating activities was $18.9 billion in the first nine months of 2026, compared with $15.5 billion in the corresponding period of 2025, an increase of $3.4 billion. Higher commodity prices drove the…
• Strategic Cost ReductionImportance 58
  In the second half of 2025, ConocoPhillips announced incremental cost reductions and margin enhancements exceeding $1 billion on an anticipated run-rate basis by year-end 2026. Management said the initiatives reflect…
• Portfolio Reshaping (M&A / Divestiture)Importance 52 · +1 more on this subject
  In the third quarter of 2026, the company sold certain noncore Lower 48 assets for net proceeds of approximately $1.7 billion after customary adjustments; the assets had averaged about 24 MBOED of production in 2025.…
• Capital Return ProgramImportance 50
  ConocoPhillips returned $5.4 billion through share repurchases and paid $3.1 billion in ordinary dividends during the first nine months of 2026. It repurchased 45.6 million shares for $5.4 billion in that period;…
• Guidance and OutlookImportance 48
  ConocoPhillips forecast fourth-quarter 2026 production of 2.32 to 2.36 MMBOED. Full-year 2026 capital expenditures and depreciation, depletion and amortization guidance remained unchanged. The filing did not quantify…
• Asia Pacific Segment EarningsImportance 46
  Asia Pacific earnings were $528 million in Q3 2026, up from $309 million in Q3 2025, and $1.212 billion for the first nine months of 2026, up from $950 million a year earlier. Q3 earnings benefited from $92 million of…
• Net Interest Expense TrendsImportance 45 · +1 more on this subject
  Net interest expense was $34 million in Q3 2026, down from $152 million in Q3 2025, and $196 million for the first nine months of 2026, down from $402 million a year earlier. The decreases reflected higher interest…
• Venezuela Investment ConditionsImportance 44
  ConocoPhillips’ interests in the Petrozuata and Hamaca ventures and the offshore Corocoro project were expropriated by Venezuela in 2007. An ICSID tribunal awarded the company $8.5 billion plus interest, and an…

8-K filings last 12 months

• Guidance reaffirmed5 Nov 2026 · 8-K Item 2.02 · Routine · rule score 15
  “Full-year capital expenditures and adjusted operating cost guidance remain unchanged.”
  Read from the attached exhibit: Net Income and Profitability · Capital Return Program · Guidance and Outlook
• CEO exit, planned succession11 Aug 2026 · 8-K Item 5.02 · Flagged · rule score 60
  “At such time, the Company’s current Chairman, President and Chief Executive Officer, Ryan M. Lance, will retire as President and Chief Executive Officer and become Executive Chair of the Board.”
  Read from the attached exhibit: Leadership Transition
• Results (release not read)6 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Capital Return Program · Acquisitions and Divestitures · Net Income and Profitability
• Other officer change23 Jun 2026 · 8-K Item 5.02 · Routine · rule score 15
  “Departures of Directors or Certain Officers;”
• Results (release not read)30 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)5 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Capital Expenditure Guidance · Net Income and Profitability · Oil and Gas Price Sensitivity

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.