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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-791- 7.55% |
$70.1K - $83.7K
|
9.69K
$882K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 17.06% |
$2.43M - $2.91M
|
133K
$12.1M
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-31- 1.44% |
$2.75K - $3.28K
|
2.13K
$194K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2- 0.04% |
$177 - $212
|
4.77K
$434K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
700+ 20.05% |
$62K - $74.1K
|
4.19K
$381K
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 0.44% |
$88.6 - $106
|
229
$20.8K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$88.6 - $106
|
2.42K
$221K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
12.2K+ 5.6% |
$1.08M - $1.29M
|
230K
$20.9M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-28- 0.94% |
$2.48K - $2.96K
|
2.95K
$268K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 6.8% |
$115K - $138K
|
20.5K
$1.86M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 18.09% |
$3.01K - $3.6K
|
222
$20.2K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-761- 9.71% |
$67.4K - $80.6K
|
7.08K
$644K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-12.8K- 1.44% |
$1.13M - $1.35M
|
876K
$79.7M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.2K- 4.35% |
$195K - $233K
|
48.4K
$4.4M
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.08% |
$620 - $741
|
9.33K
$849K
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.53K+ 7.03% |
$490K - $586K
|
84.2K
$7.66M
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-450- 10.67% |
$39.9K - $47.6K
|
3.77K
$343K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$966K - $1.15M
|
10.9K
$993K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
254+ 2.78% |
$22.5K - $26.9K
|
9.4K
$855K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
229+ 11.05% |
$20.3K - $24.2K
|
2.3K
$209K
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-202- 4.84% |
$17.9K - $21.4K
|
3.97K
$362K
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-21- 0.12% |
$1.86K - $2.22K
|
17.1K
$1.56M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-194- 51.05% |
$17.2K - $20.5K
|
186
$16.9K
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.3K- 17.33% |
$647K - $773K
|
34.8K
$3.17M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.61K- 3.47% |
$232K - $277K
|
72.7K
$6.62M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
275+ 13.41% |
$24.4K - $29.1K
|
2.33K
$212K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-250- 9.84% |
$22.2K - $26.5K
|
2.29K
$208K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-600- 6.21% |
$53.2K - $63.5K
|
9.07K
$825K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.46% |
$92.1K - $110K
|
15K
$1.36M
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-196- 4.42% |
$17.4K - $20.7K
|
4.24K
$385K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 1.16% |
$6.47K - $7.73K
|
6.36K
$579K
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-474- 18.68% |
$42K - $50.2K
|
2.06K
$188K
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-900- 1.61% |
$79.7K - $95.3K
|
55.1K
$5.01M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.29K- 11.96% |
$114K - $137K
|
9.5K
$864K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
195+ 5.83% |
$17.3K - $20.6K
|
3.54K
$322K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-115- 1.56% |
$10.2K - $12.2K
|
7.28K
$662K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 11.11% |
$354 - $423
|
32
$2.91K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.78K+ 26.73% |
$246K - $294K
|
13.2K
$1.2M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 11.51% |
$35.4K - $42.3K
|
3.88K
$353K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 1.11% |
$1.68K - $2.01K
|
1.74K
$158K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
173+ 2.6% |
$15.3K - $18.3K
|
6.82K
$620K
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-25- 0.13% |
$2.22K - $2.65K
|
19.8K
$1.81M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-446- 2.55% |
$39.5K - $47.2K
|
17K
$1.55M
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$203K - $242K
|
2.29K
$208K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.04K+ 7.92% |
$181K - $216K
|
27.8K
$2.53M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.19K+ 11.58% |
$105K - $126K
|
11.4K
$1.04M
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$88.6 - $106
|
3.06K
$278K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
132+ 0.96% |
$11.7K - $14K
|
13.9K
$1.27M
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
800+ 1.28% |
$70.9K - $84.7K
|
63.3K
$5.76M
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-498- 6.66% |
$44.1K - $52.7K
|
6.98K
$636K
|