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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-139- 39.15% |
$13.2K - $15.9K
|
216
$20.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.4KNew |
$228K - $275K
|
2.4K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-906- 5.71% |
$86.2K - $104K
|
15K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.57KNew |
$530K - $639K
|
5.57K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
24New |
$2.28K - $2.75K
|
24
$2.24K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
180+ 2.25% |
$17.1K - $20.6K
|
8.17K
$762K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
9+ 13.85% |
$856 - $1.03K
|
74
$6.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.32% |
$95.1 - $115
|
316
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 13.36% |
$47.6K - $57.4K
|
3.24K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
228+ 876.92% |
$21.7K - $26.2K
|
254
$23.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
50+ 2.04% |
$4.76K - $5.74K
|
2.5K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$205K - $247K
|
2.15K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.5KNew |
$142K - $172K
|
1.5K
$140K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
1KNew |
$95.1K - $115K
|
1K
$93.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
72+ 2.43% |
$6.85K - $8.26K
|
3.03K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-747- 22.04% |
$71.1K - $85.7K
|
2.64K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.9KNew |
$466K - $562K
|
4.9K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-1- 0.02% |
$95.1 - $115
|
4.46K
$417K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$208K - $251K
|
2.19K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-214- 8.83% |
$20.4K - $24.6K
|
2.21K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15New |
$1.43K - $1.72K
|
15
$1.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-50- 2.29% |
$4.76K - $5.74K
|
2.13K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$215K - $259K
|
2.26K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
188+ 31.23% |
$17.9K - $21.6K
|
790
$73.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.67K- 96.87% |
$159K - $192K
|
54
$5.04K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.11KNew |
$201K - $242K
|
2.11K
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
346New |
$32.9K - $39.7K
|
346
$32.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-3K- 9.52% |
$285K - $344K
|
28.5K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
BUY
|
- |
51.5KNew |
$4.9M - $5.91M
|
51.5K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-16- 0.74% |
$1.52K - $1.84K
|
2.14K
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42K- 91.52% |
$3.99M - $4.81M
|
3.89K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
793+ 43.03% |
$75.4K - $91K
|
2.64K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
7.93K+ 266.09% |
$754K - $910K
|
10.9K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
10.4KNew |
$989K - $1.19M
|
10.4K
$971K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
287+ 13.31% |
$27.3K - $32.9K
|
2.44K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
347+ 2.59% |
$33K - $39.8K
|
13.8K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-300- 35.93% |
$28.5K - $34.4K
|
535
$50K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
27K+ 946.07% |
$2.57M - $3.1M
|
29.8K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-78- 0.8% |
$7.42K - $8.95K
|
9.73K
$909K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-17.6K- 63.24% |
$1.67M - $2.02M
|
10.2K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
5.11KNew |
$486K - $586K
|
5.11K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12New |
$1.14K - $1.38K
|
12
$1.12K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-170- 5.82% |
$16.2K - $19.5K
|
2.75K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-232- 11.92% |
$22.1K - $26.6K
|
1.72K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
127New |
$12.1K - $14.6K
|
127
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-653- 19.01% |
$62.1K - $74.9K
|
2.78K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
11New |
$1.05K - $1.26K
|
11
$1.03K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
4.38KNew |
$417K - $503K
|
4.38K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
2.95KNew |
$281K - $339K
|
2.95K
$276K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
425+ 40.28% |
$40.4K - $48.8K
|
1.48K
$138K
|