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COP 8-K filings, explained
Every material Form 8-K ConocoPhillips has filed with the SEC since February 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ConocoPhillips reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, up from $1.7 billion, or $1.38 per share, in the third quarter of 2025. The company increased its quarterly ordinary dividend by 11% to $0.93 per share and returned $3.4 billion to shareholders through repurchases and dividends.
Reported third-quarter 2026 earnings of $4.0 billion, or $3.34 per share, compared with $1.7 billion, or $1.38 per share, in the third quarter of 2025.
Generated $7.2 billion in cash provided by operating activities and cash from operations during the third quarter of 2026.
Raised the quarterly ordinary dividend by 11% to $0.93 per share, effective for the fourth quarter of 2026.
Distributed $3.4 billion to shareholders in the third quarter of 2026, consisting of $2.4 billion in share repurchases and $1.0 billion in ordinary dividends.
ConocoPhillips said its board elected Andy O'Brien, currently executive vice president and chief financial officer, as president and chief executive officer effective September 1, 2026, succeeding Ryan Lance, who will retire as CEO and become executive chair. Konnie Haynes-Welsh will become chief financial officer on the same date, and the filing lists new pay terms for the leadership changes.
Andy O'Brien becomes president and CEO and joins the board on September 1, 2026, with a base salary of $1.7 million and a long-term incentive target of $13.08 million.
Ryan Lance's base salary as executive chair will fall to $1.1 million, and he will not participate in the annual incentive plan; his 2027 long-term incentive target is $12.4 million.
Konnie Haynes-Welsh becomes senior vice president and chief financial officer, with an annual base salary of $742,972.
ConocoPhillips reported second-quarter 2026 earnings of $3.9 billion, or $3.23 per share, up from $1.56 a year earlier, and doubled its quarterly share repurchases to $2.0 billion. Higher realized prices drove the profit gain, while production fell from a year earlier and full-year guidance was left unchanged.
Q2 2026 earnings were $3.9 billion, or $3.23 per share, versus $2.0 billion, or $1.56 per share, in Q2 2025; adjusted EPS was $3.24 versus $1.42.
Total average realized price was $62.33 per BOE, 36% higher than $45.77 per BOE a year earlier.
Production was 2,248 MBOED, down 143 MBOED from Q2 2025; down 4% after adjusting for closed acquisitions and dispositions.
Shareholder distributions reached $3.0 billion, including $2.0 billion in buybacks; the $0.84 third-quarter dividend is payable Sept. 1, 2026, to holders of record on Aug. 17, 2026.
ConocoPhillips said its Senior Vice President, Legal, General Counsel and Corporate Secretary, Kelly B. Rose, will retire effective September 1, 2026. The company said her replacement will be announced at a later time, so the company's top legal role will be filled by a successor not yet named.
Kelly B. Rose announced her retirement on June 23, 2026.
Retirement is effective September 1, 2026.
Her replacement has not been named; the company says it will be announced later.
The filing reports no financial results or compensation terms.
ConocoPhillips reported first-quarter 2026 earnings of $2.2 billion, or $1.78 per share, down from $2.8 billion, or $2.23 per share, a year earlier. Adjusted earnings were $2.3 billion, or $1.89 per share, versus $2.7 billion, or $2.09 per share, as lower gas prices in the Permian and lower volumes outweighed lower costs. The company also updated its 2026 production and capital guidance and declared a $0.84 per share second-quarter dividend.
Q1 2026 earnings $2.2 billion ($1.78 per share) vs. $2.8 billion ($2.23 per share) in Q1 2025
Q1 2026 total company production of 2,309 MBOED, down 80 MBOED from a year earlier
Full-year 2026 production guidance of 2.295 to 2.325 MMBOED; 2026 capital spending expected at $12 to $12.5 billion
Second-quarter ordinary dividend of $0.84 per share, payable June 1, 2026, to holders of record on May 11, 2026
ConocoPhillips reported fourth-quarter 2025 earnings of $1.4 billion, or $1.17 per share, down from $2.3 billion, or $1.90 per share, a year earlier. The company said lower prices drove the decline, partly offset by higher volumes, and it gave 2026 guidance with a first-quarter dividend of $0.84 per share.
Q4 2025 adjusted earnings were $1.3 billion, or $1.02 per share, versus $2.4 billion, or $1.98 per share, in Q4 2024.
Full-year 2025 earnings were $8.0 billion, or $6.35 per share, versus $9.2 billion, or $7.81 per share, in 2024.
Q4 realized price was $42.46 per BOE, 19% lower than $52.37 a year earlier.
2026 guidance includes capital expenditures of about $12 billion and adjusted operating costs of $10.2 billion; 2026 production guidance is 2.33 to 2.36 MMBOED.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ConocoPhillips filing is on SEC EDGAR ↗. 8-K briefs of other companies →