Purchases and Sales Made in Q1 2025 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2025. The information is specifically focused on institutions that hold shares of CONOCOPHILLIPS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.58K+ 10.28% |
$140K - $167K
|
16.9K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.58K+ 2.83% |
$140K - $167K
|
57.3K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.58K+ 13.52% |
$140K - $167K
|
13.2K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.56K+ 607.81% |
$138K - $165K
|
1.81K
$168K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.55K+ 0.92% |
$138K - $164K
|
169K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.54K+ 17.56% |
$136K - $162K
|
10.3K
$954K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.53K+ 54.03% |
$136K - $162K
|
4.36K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.53K+ 13.92% |
$135K - $162K
|
12.5K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.52K+ 23.34% |
$135K - $161K
|
8.03K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.52K+ 16.47% |
$134K - $161K
|
10.7K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 14.05% |
$133K - $159K
|
12.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1.5K+ 15.46% |
$133K - $159K
|
11.2K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
1.47K+ 5.98% |
$130K - $156K
|
26K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.42K+ 7.71% |
$126K - $151K
|
19.9K
$1.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.42K+ 0.94% |
$126K - $150K
|
152K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.39K+ 99.29% |
$123K - $147K
|
2.79K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.38K+ 61.11% |
$122K - $146K
|
3.64K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 5.45% |
$121K - $145K
|
26.5K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 4.74% |
$121K - $145K
|
30.3K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.37K+ 4.76% |
$121K - $145K
|
30.1K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.36K+ 10.88% |
$121K - $144K
|
13.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.36K+ 7.42% |
$120K - $144K
|
19.7K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.35K+ 20.4% |
$120K - $143K
|
7.99K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.34K+ 14.72% |
$118K - $141K
|
10.4K
$966K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.31K+ 29.28% |
$116K - $139K
|
5.78K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.31K+ 7.47% |
$116K - $138K
|
18.8K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 6.8% |
$115K - $138K
|
20.5K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.28K+ 2.31% |
$113K - $136K
|
56.7K
$5.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 6.98% |
$113K - $135K
|
19.5K
$1.81M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.27K+ 9.45% |
$112K - $134K
|
14.7K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.23KNew |
$109K - $131K
|
1.23K
$114K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.23K+ 14.76% |
$109K - $130K
|
9.58K
$889K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.23K+ 5.88% |
$109K - $130K
|
22.1K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 6.09% |
$108K - $129K
|
21.3K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.2K+ 16.16% |
$106K - $127K
|
8.63K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.2K+ 8.78% |
$106K - $126K
|
14.8K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
1.19K+ 1.27% |
$105K - $126K
|
94.7K
$8.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.19K+ 11.58% |
$105K - $126K
|
11.4K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.14K+ 130.1% |
$101K - $121K
|
2.02K
$187K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14K+ 7.91% |
$101K - $120K
|
15.5K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.14K+ 18.91% |
$101K - $120K
|
7.14K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.13K+ 3.39% |
$99.7K - $119K
|
34.3K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.12K+ 20.53% |
$99.3K - $119K
|
6.58K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.12K+ 6.47% |
$99.2K - $119K
|
18.4K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.11K+ 11.46% |
$98.6K - $118K
|
10.8K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.11K+ 11.72% |
$98.6K - $118K
|
10.6K
$984K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.11K+ 9.27% |
$98.4K - $118K
|
13.1K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.1K+ 0.95% |
$97.5K - $117K
|
117K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
1.1K+ 23.14% |
$97.1K - $116K
|
5.83K
$541K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.09K+ 6.71% |
$96.9K - $116K
|
17.4K
$1.62M
|