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 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
287+ 9.0% |
$23.7K - $30.5K
|
3.48K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-194- 1.13% |
$16K - $20.6K
|
16.9K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
753+ 2.5% |
$62.2K - $79.9K
|
30.9K
$2.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
779+ 31.47% |
$64.4K - $82.7K
|
3.25K
$308K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
100+ 67.57% |
$8.27K - $10.6K
|
248
$23.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-121- 44.0% |
$10K - $12.8K
|
154
$14.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
145+ 2416.67% |
$12K - $15.4K
|
151
$14.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.73K- 45.44% |
$225K - $289K
|
3.27K
$310K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.92% |
$413 - $531
|
548
$51.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.11% |
$82.7 - $106
|
933
$88.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
35+ 1.03% |
$2.89K - $3.71K
|
3.44K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-119- 92.25% |
$9.84K - $12.6K
|
10
$946
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 31.58% |
$114K - $146K
|
5.75K
$543K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-529- 1.15% |
$43.7K - $56.1K
|
45.3K
$4.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.43K+ 8.67% |
$118K - $152K
|
17.9K
$1.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.09K+ 71.25% |
$420K - $540K
|
12.2K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-107K- 38.88% |
$8.81M - $11.3M
|
168K
$15.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
49+ 0.59% |
$4.05K - $5.2K
|
8.4K
$795K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-141- 0.5% |
$11.7K - $15K
|
27.9K
$2.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-821- 1.09% |
$67.9K - $87.1K
|
74.7K
$7.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-2K- 2.1% |
$165K - $212K
|
93.3K
$8.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.5K- 38.38% |
$124K - $159K
|
2.41K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
50+ 0.39% |
$4.13K - $5.31K
|
12.8K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.42K- 60.28% |
$448K - $575K
|
3.57K
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-108- 1.94% |
$8.93K - $11.5K
|
5.46K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 27.47% |
$127K - $163K
|
7.12K
$674K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.01% |
$82.7 - $106
|
9.5K
$899K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-49- 2.09% |
$4.05K - $5.2K
|
2.3K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-47- 1.33% |
$3.89K - $4.99K
|
3.49K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
550+ 9.26% |
$45.5K - $58.4K
|
6.49K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
110+ 1.34% |
$9.09K - $11.7K
|
8.33K
$788K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
1.5K+ 5.69% |
$124K - $159K
|
27.8K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
64+ 1.15% |
$5.29K - $6.79K
|
5.61K
$531K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.04K+ 28.66% |
$169K - $217K
|
9.18K
$868K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-13- 0.1% |
$1.07K - $1.38K
|
12.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1- 1.35% |
$82.7 - $106
|
73
$6.91K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
126+ 0.54% |
$10.4K - $13.4K
|
23.6K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
74+ 1.7% |
$6.12K - $7.85K
|
4.44K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-29- 0.49% |
$2.4K - $3.08K
|
5.93K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
98+ 3.6% |
$8.1K - $10.4K
|
2.82K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-210- 2.01% |
$17.4K - $22.3K
|
10.2K
$968K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
42+ 0.94% |
$3.47K - $4.46K
|
4.53K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-120- 2.08% |
$9.92K - $12.7K
|
5.64K
$533K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 1.94% |
$1.24K - $1.59K
|
790
$74.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 9.58% |
$130K - $166K
|
17.9K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.3K+ 5.07% |
$107K - $138K
|
26.9K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.69K- 68.31% |
$140K - $179K
|
784
$74.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.53K- 8.12% |
$126K - $162K
|
17.3K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
424+ 17.94% |
$35K - $45K
|
2.79K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.5K+ 77.45% |
$455K - $584K
|
12.6K
$1.19M
|