Latest Institutional Transactions on Conocophillips (COP)
This table provides information on the latest institutional transactions involving Conocophillips (COP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
957+ 9.12% |
$79.1K - $102K
|
11.5K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.51K+ 18.23% |
$125K - $161K
|
9.82K
$929K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
724+ 24.6% |
$59.8K - $76.8K
|
3.67K
$347K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-36.1K- 64.12% |
$2.99M - $3.83M
|
20.2K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-60.2K- 3.57% |
$4.98M - $6.39M
|
1.63M
$154M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
7.77K+ 12.38% |
$643K - $825K
|
70.5K
$6.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
327+ 33.54% |
$27K - $34.7K
|
1.3K
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-143- 3.94% |
$11.8K - $15.2K
|
3.49K
$330K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-23- 0.87% |
$1.9K - $2.44K
|
2.61K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-20.4K- 89.12% |
$1.69M - $2.17M
|
2.49K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
339+ 4.48% |
$28K - $36K
|
7.91K
$748K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-78.9K- 57.99% |
$6.52M - $8.37M
|
57.2K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
84+ 2.08% |
$6.94K - $8.91K
|
4.13K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
2.67K+ 36.22% |
$221K - $284K
|
10.1K
$951K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
11+ 4.3% |
$909 - $1.17K
|
267
$25.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-348- 0.28% |
$28.8K - $36.9K
|
123K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
70+ 437.5% |
$5.79K - $7.43K
|
86
$8.13K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-129- 7.43% |
$10.7K - $13.7K
|
1.61K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.88K+ 60.44% |
$320K - $411K
|
10.3K
$974K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.9K- 3.11% |
$239K - $307K
|
90.1K
$8.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.6K+ 181.76% |
$1.46M - $1.87M
|
27.3K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-470- 2.7% |
$38.9K - $49.9K
|
16.9K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
36.5KNew |
$3.02M - $3.87M
|
36.5K
$3.45M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.06K- 63.72% |
$170K - $219K
|
1.17K
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.18K- 5.39% |
$97.3K - $125K
|
20.6K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31K+ 164.52% |
$2.56M - $3.29M
|
49.8K
$4.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
5.06K+ 4.8% |
$418K - $536K
|
110K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-197- 5.77% |
$16.3K - $20.9K
|
3.22K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.22K- 13.13% |
$101K - $129K
|
8.06K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
139+ 5.81% |
$11.5K - $14.7K
|
2.53K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
86+ 71.67% |
$7.11K - $9.12K
|
206
$19.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 2.41% |
$165 - $212
|
85
$8.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
391+ 0.57% |
$32.3K - $41.5K
|
68.4K
$6.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
300+ 2.52% |
$24.8K - $31.8K
|
12.2K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-60- 23.08% |
$4.96K - $6.37K
|
200
$18.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.79KNew |
$313K - $402K
|
3.79K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
937+ 12.6% |
$77.5K - $99.4K
|
8.38K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
3.86K+ 68.99% |
$319K - $409K
|
9.44K
$893K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-15- 0.1% |
$1.24K - $1.59K
|
15.6K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-784- 5.49% |
$64.8K - $83.2K
|
13.5K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-28- 1.41% |
$2.31K - $2.97K
|
1.95K
$185K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
3.3KNew |
$273K - $350K
|
3.3K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-596- 3.5% |
$49.3K - $63.2K
|
16.4K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
199+ 2.09% |
$16.4K - $21.1K
|
9.71K
$918K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.65K- 24.98% |
$136K - $175K
|
4.95K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-180K- 74.16% |
$14.8M - $19.1M
|
62.6K
$5.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.04% |
$82.7 - $106
|
2.74K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-38.1K- 9.99% |
$3.15M - $4.04M
|
343K
$32.5M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-73- 1.12% |
$6.03K - $7.75K
|
6.47K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
15New |
$1.24K - $1.59K
|
15
$1.42K
|