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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
52+ 0.56% |
$4.3K - $5.52K
|
9.32K
$881K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.7K- 4.47% |
$141K - $180K
|
36.3K
$3.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.15% |
$496 - $637
|
4.05K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 1.01% |
$661 - $849
|
804
$76.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 2.28% |
$87.1K - $112K
|
47.4K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-25- 0.56% |
$2.07K - $2.65K
|
4.46K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.43K+ 2.25% |
$284K - $364K
|
156K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.42K+ 59.71% |
$366K - $469K
|
11.8K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
157+ 0.91% |
$13K - $16.7K
|
17.4K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-6.55K- 1.19% |
$541K - $695K
|
542K
$51.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7.78K- 24.71% |
$643K - $825K
|
23.7K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-372- 5.6% |
$30.7K - $39.5K
|
6.27K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.73K- 13.66% |
$226K - $290K
|
17.3K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
378+ 2.36% |
$31.2K - $40.1K
|
16.4K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.46KNew |
$203K - $261K
|
2.46K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-240- 7.81% |
$19.8K - $25.5K
|
2.83K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-718- 1.25% |
$59.3K - $76.2K
|
56.9K
$5.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.43K- 26.88% |
$118K - $151K
|
3.88K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-599- 20.2% |
$49.5K - $63.6K
|
2.37K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
182+ 136.84% |
$15K - $19.3K
|
315
$29.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 3.13% |
$2.65K - $3.4K
|
989
$93.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-167- 27.15% |
$13.8K - $17.7K
|
448
$42.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-294- 6.12% |
$24.3K - $31.2K
|
4.51K
$426K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.07K+ 5.47% |
$253K - $325K
|
59.1K
$5.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.89K- 9.33% |
$156K - $201K
|
18.4K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
223+ 0.47% |
$18.4K - $23.7K
|
48.1K
$4.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-728- 11.03% |
$60.2K - $77.2K
|
5.87K
$555K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
40+ 0.05% |
$3.31K - $4.24K
|
76.3K
$7.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-255- 20.68% |
$21.1K - $27.1K
|
978
$92.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.14K- 57.57% |
$590K - $757K
|
5.26K
$498K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.71KNew |
$224K - $288K
|
2.71K
$256K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-153- 1.3% |
$12.6K - $16.2K
|
11.6K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-124K- 23.53% |
$10.3M - $13.2M
|
403K
$38.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-53.9K- 9.34% |
$4.46M - $5.72M
|
524K
$49.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-18K- 46.57% |
$1.48M - $1.91M
|
20.6K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.1K- 5.55% |
$91K - $117K
|
18.7K
$1.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-40- 18.1% |
$3.31K - $4.24K
|
181
$17.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.15K+ 18.8% |
$178K - $228K
|
13.6K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
580New |
$47.9K - $61.5K
|
580
$54.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2K+ 6.32% |
$165K - $212K
|
33.7K
$3.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
304+ 16.98% |
$25.1K - $32.3K
|
2.09K
$198K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
55+ 0.88% |
$4.55K - $5.84K
|
6.31K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-142- 3.68% |
$11.7K - $15.1K
|
3.72K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
337+ 12.13% |
$27.9K - $35.8K
|
3.12K
$295K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
733+ 4.45% |
$60.6K - $77.8K
|
17.2K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-34- 1.03% |
$2.81K - $3.61K
|
3.28K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-302- 3.03% |
$25K - $32K
|
9.67K
$914K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.9K- 11.19% |
$157K - $201K
|
15K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
22.3KNew |
$1.84M - $2.36M
|
22.3K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
40KNew |
$3.31M - $4.24M
|
40K
$3.78M
|