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 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-116- 5.73% |
$10.3K - $12.3K
|
1.91K
$174K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-136- 1.74% |
$12K - $14.4K
|
7.66K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-366- 0.96% |
$32.4K - $38.7K
|
37.7K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
158+ 0.14% |
$14K - $16.7K
|
113K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
71+ 3.39% |
$6.29K - $7.52K
|
2.17K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-706- 26.32% |
$62.6K - $74.7K
|
1.98K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.89K+ 3.29% |
$256K - $306K
|
90.8K
$8.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.15% |
$1.06K - $1.27K
|
7.85K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-800- 15.24% |
$70.9K - $84.7K
|
4.45K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-653- 3.19% |
$57.9K - $69.1K
|
19.8K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
557+ 784.51% |
$49.4K - $59K
|
628
$57.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.36K+ 10.88% |
$121K - $144K
|
13.9K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
539+ 4.63% |
$47.8K - $57.1K
|
12.2K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.54K- 1.45% |
$225K - $269K
|
173K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-937- 30.14% |
$83K - $99.2K
|
2.17K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$901K - $1.08M
|
10.2K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.44% |
$2.22K - $2.65K
|
5.6K
$510K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 3.98% |
$89K - $106K
|
26.3K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-649- 5.39% |
$57.5K - $68.7K
|
11.4K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-11.5K- 46.79% |
$1.02M - $1.22M
|
13.1K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
510New |
$45.2K - $54K
|
510
$46.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-164- 7.22% |
$14.5K - $17.4K
|
2.11K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-756- 1.95% |
$67K - $80K
|
38K
$3.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-158- 26.07% |
$14K - $16.7K
|
448
$40.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-427- 7.13% |
$37.8K - $45.2K
|
5.57K
$506K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.08% |
$177 - $212
|
2.66K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.02% |
$88.6 - $106
|
6.17K
$562K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-331- 76.8% |
$29.3K - $35K
|
100
$9.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-769- 55.56% |
$68.1K - $81.4K
|
615
$56K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-51.8K- 94.06% |
$4.59M - $5.49M
|
3.28K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.02% |
$177 - $212
|
11.3K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
125+ 3.49% |
$11.1K - $13.2K
|
3.71K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-299- 11.96% |
$26.5K - $31.6K
|
2.2K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-3- 2.24% |
$266 - $318
|
131
$11.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-269- 9.81% |
$23.8K - $28.5K
|
2.47K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
52+ 2.16% |
$4.61K - $5.5K
|
2.46K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16+ 23.88% |
$1.42K - $1.69K
|
83
$7.55K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-177- 9.46% |
$15.7K - $18.7K
|
1.69K
$154K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700+ 7.74% |
$62K - $74.1K
|
9.75K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-63.5K- 34.18% |
$5.63M - $6.72M
|
122K
$11.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-50- 0.6% |
$4.43K - $5.29K
|
8.23K
$749K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.01K- 16.05% |
$533K - $636K
|
31.5K
$2.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
52+ 0.97% |
$4.61K - $5.5K
|
5.41K
$492K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
59.9K+ 116.97% |
$5.31M - $6.34M
|
111K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 41.96% |
$186K - $222K
|
2.91K
$264K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-48- 0.99% |
$4.25K - $5.08K
|
4.82K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
686+ 32.78% |
$60.8K - $72.6K
|
2.78K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.82K- 3.2% |
$250K - $298K
|
85.2K
$7.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-833- 22.73% |
$73.8K - $88.2K
|
2.83K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.16K+ 45.81% |
$457K - $546K
|
16.4K
$1.49M
|