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 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
SELL
|
- |
-127- 0.26% |
$11.3K - $13.4K
|
48.2K
$4.5M
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-134- 2.08% |
$11.9K - $14.2K
|
6.32K
$590K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.21KNew |
$196K - $234K
|
2.21K
$206K
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.92KNew |
$170K - $203K
|
1.92K
$179K
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.1KNew |
$186K - $222K
|
2.1K
$196K
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-3.24K- 12.77% |
$287K - $343K
|
22.1K
$2.07M
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
152New |
$13.5K - $16.1K
|
152
$14.2K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.01KNew |
$621K - $742K
|
7.01K
$655K
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
11New |
$975 - $1.16K
|
11
$1.03K
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-29- 4.21% |
$2.57K - $3.07K
|
660
$61.6K
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
300+ 8.23% |
$26.6K - $31.8K
|
3.94K
$368K
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-279- 11.8% |
$24.7K - $29.5K
|
2.09K
$195K
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
20.6KNew |
$1.82M - $2.18M
|
20.6K
$1.92M
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.42KNew |
$214K - $256K
|
2.42K
$226K
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-16- 0.54% |
$1.42K - $1.69K
|
2.93K
$274K
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$88.6 - $106
|
18.9K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
9New |
$797 - $953
|
9
$840
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
278+ 9.28% |
$24.6K - $29.4K
|
3.28K
$306K
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.12KNew |
$188K - $225K
|
2.12K
$198K
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
5+ 0.42% |
$443 - $529
|
1.19K
$111K
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.99K- 44.72% |
$176K - $210K
|
2.46K
$229K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.03KNew |
$180K - $215K
|
2.03K
$189K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.97KNew |
$174K - $208K
|
1.97K
$183K
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-111- 9.08% |
$9.83K - $11.7K
|
1.11K
$104K
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.2K+ 16.16% |
$106K - $127K
|
8.63K
$805K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
330New |
$29.2K - $34.9K
|
330
$30.8K
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-488- 16.06% |
$43.2K - $51.7K
|
2.55K
$238K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
67+ 1.84% |
$5.94K - $7.09K
|
3.72K
$347K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.14K+ 130.1% |
$101K - $121K
|
2.02K
$188K
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 7.13% |
$44.3K - $52.9K
|
6.52K
$608K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.16% |
$177 - $212
|
1.26K
$118K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
232New |
$20.6K - $24.6K
|
232
$21.7K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$975 - $1.16K
|
5.48K
$512K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-62- 2.94% |
$5.49K - $6.56K
|
2.05K
$191K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.97KNew |
$174K - $208K
|
1.97K
$183K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$797 - $953
|
9
$840
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 17.17% |
$3.54K - $4.23K
|
273
$25.5K
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.93KNew |
$171K - $205K
|
1.93K
$181K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-692- 24.5% |
$61.3K - $73.2K
|
2.13K
$199K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
700+ 20.05% |
$62K - $74.1K
|
4.19K
$391K
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.2K- 4.35% |
$195K - $233K
|
48.4K
$4.52M
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-450- 10.67% |
$39.9K - $47.6K
|
3.77K
$352K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$966K - $1.15M
|
10.9K
$1.02M
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
254+ 2.78% |
$22.5K - $26.9K
|
9.4K
$878K
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
229+ 11.05% |
$20.3K - $24.2K
|
2.3K
$215K
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-202- 4.84% |
$17.9K - $21.4K
|
3.97K
$371K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
275+ 13.41% |
$24.4K - $29.1K
|
2.33K
$217K
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-474- 18.68% |
$42K - $50.2K
|
2.06K
$193K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 11.51% |
$35.4K - $42.3K
|
3.88K
$362K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 1.11% |
$1.68K - $2.01K
|
1.74K
$162K
|