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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.07K+ 30.77% |
$94.4K - $113K
|
4.53K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.06K+ 3.83% |
$93.9K - $112K
|
28.7K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.05K+ 0.83% |
$92.8K - $111K
|
127K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.04K+ 1.56% |
$92.4K - $110K
|
67.9K
$5.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.04K+ 7.46% |
$92.1K - $110K
|
15K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.04K+ 0.48% |
$91.7K - $110K
|
215K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 5.7% |
$90K - $108K
|
18.8K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.01K+ 8.25% |
$89.3K - $107K
|
13.2K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 3.98% |
$89K - $106K
|
26.3K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1K+ 23.64% |
$88.8K - $106K
|
5.24K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
998+ 2.41% |
$88.4K - $106K
|
42.4K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
990+ 6.39% |
$87.7K - $105K
|
16.5K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
990+ 18.62% |
$87.7K - $105K
|
6.31K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
982+ 12.14% |
$87K - $104K
|
9.07K
$798K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
978New |
$86.7K - $104K
|
978
$86K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
975+ 9.07% |
$86.4K - $103K
|
11.7K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
960+ 15.55% |
$85.1K - $102K
|
7.13K
$627K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
959+ 72.76% |
$85K - $102K
|
2.28K
$200K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
940+ 41.17% |
$83.3K - $99.5K
|
3.22K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
934+ 14.49% |
$82.8K - $98.9K
|
7.38K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
927+ 21.64% |
$82.1K - $98.1K
|
5.21K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
924+ 0.37% |
$81.9K - $97.8K
|
249K
$21.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
922+ 9.78% |
$81.7K - $97.6K
|
10.4K
$910K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
920+ 11.97% |
$81.5K - $97.4K
|
8.61K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
913+ 7.32% |
$80.9K - $96.6K
|
13.4K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
905+ 21.13% |
$80.2K - $95.8K
|
5.19K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
902+ 5.27% |
$79.9K - $95.5K
|
18K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
897+ 10.13% |
$79.5K - $94.9K
|
9.75K
$857K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
892+ 1.66% |
$79K - $94.4K
|
54.7K
$4.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
874+ 18.77% |
$77.4K - $92.5K
|
5.53K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
869+ 2.37% |
$77K - $92K
|
37.6K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
863+ 0.38% |
$76.5K - $91.3K
|
228K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
848+ 5.47% |
$75.1K - $89.8K
|
16.3K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
846+ 16.55% |
$75K - $89.5K
|
5.96K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
844+ 41.39% |
$74.8K - $89.3K
|
2.88K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
837+ 3.35% |
$74.2K - $88.6K
|
25.8K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
837+ 2.56% |
$74.2K - $88.6K
|
33.5K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
833+ 3.4% |
$73.8K - $88.2K
|
25.3K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
825+ 1.27% |
$73.1K - $87.3K
|
65.8K
$5.78M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
816+ 6.59% |
$72.3K - $86.4K
|
13.2K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
810+ 11.05% |
$71.8K - $85.7K
|
8.14K
$716K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
806+ 4.06% |
$71.4K - $85.3K
|
20.7K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
805+ 8.16% |
$71.3K - $85.2K
|
10.7K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
801+ 35.62% |
$71K - $84.8K
|
3.05K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
800+ 1.28% |
$70.9K - $84.7K
|
63.3K
$5.57M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
798+ 12.4% |
$70.7K - $84.5K
|
7.24K
$636K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
783+ 5.7% |
$69.4K - $82.9K
|
14.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
779+ 2.4% |
$69K - $82.5K
|
33.2K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
777+ 27.0% |
$68.8K - $82.2K
|
3.66K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
776+ 18.31% |
$68.8K - $82.1K
|
5.01K
$441K
|