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 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 8.41% |
$26.6K - $31.8K
|
3.27K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-134- 67.0% |
$11.9K - $14.2K
|
66
$6.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18+ 0.43% |
$1.59K - $1.91K
|
4.21K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
243+ 3.98% |
$21.5K - $25.7K
|
6.35K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
255+ 32.12% |
$22.6K - $27K
|
1.05K
$98K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.9K+ 13.03% |
$168K - $201K
|
16.5K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-67- 7.52% |
$5.94K - $7.09K
|
824
$76.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.92K- 6.69% |
$170K - $203K
|
26.7K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$204K - $244K
|
2.3K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
460New |
$40.8K - $48.7K
|
460
$43K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
165+ 1.88% |
$14.6K - $17.5K
|
8.93K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-992- 25.36% |
$87.9K - $105K
|
2.92K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-200- 68.73% |
$17.7K - $21.2K
|
91
$8.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
13+ 0.4% |
$1.15K - $1.38K
|
3.29K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
179New |
$15.9K - $18.9K
|
179
$16.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-167- 3.53% |
$14.8K - $17.7K
|
4.56K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.28K- 96.98% |
$290K - $347K
|
102
$9.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
48.5K+ 13.55% |
$4.29M - $5.13M
|
406K
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-76- 32.2% |
$6.73K - $8.04K
|
160
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
195+ 29.06% |
$17.3K - $20.6K
|
866
$80.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-458- 13.95% |
$40.6K - $48.5K
|
2.82K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.77K+ 46.5% |
$157K - $188K
|
5.59K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-36- 1.77% |
$3.19K - $3.81K
|
2K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.96K+ 57.87% |
$262K - $313K
|
8.07K
$754K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.09KNew |
$185K - $221K
|
2.09K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.3K- 25.08% |
$204K - $243K
|
6.87K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
107New |
$9.48K - $11.3K
|
107
$9.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-13- 23.21% |
$1.15K - $1.38K
|
43
$4.02K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
12+ 0.41% |
$1.06K - $1.27K
|
2.95K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
654+ 3.97% |
$57.9K - $69.2K
|
17.1K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-468- 14.55% |
$41.5K - $49.5K
|
2.75K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-229- 7.23% |
$20.3K - $24.2K
|
2.94K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-815- 5.6% |
$72.2K - $86.3K
|
13.7K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-995- 0.4% |
$88.2K - $105K
|
247K
$23.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
218+ 10.61% |
$19.3K - $23.1K
|
2.27K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-100- 5.19% |
$8.86K - $10.6K
|
1.83K
$171K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-81- 3.55% |
$7.18K - $8.57K
|
2.2K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 6.15% |
$11.2K - $13.3K
|
2.18K
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
747+ 36.23% |
$66.2K - $79.1K
|
2.81K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-185- 8.3% |
$16.4K - $19.6K
|
2.05K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-39- 2.53% |
$3.46K - $4.13K
|
1.5K
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
400New |
$35.4K - $42.3K
|
400
$37.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-759- 2.61% |
$67.2K - $80.3K
|
28.3K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
126+ 161.54% |
$11.2K - $13.3K
|
204
$19K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-220- 14.96% |
$19.5K - $23.3K
|
1.25K
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
118+ 3.86% |
$10.5K - $12.5K
|
3.18K
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
424New |
$37.6K - $44.9K
|
424
$39.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13New |
$1.15K - $1.38K
|
13
$1.21K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.9K+ 43.06% |
$168K - $201K
|
6.31K
$589K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
SELL
|
- |
-127- 0.26% |
$11.3K - $13.4K
|
48.2K
$4.5M
|