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 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
775+ 10.44% |
$68.7K - $82K
|
8.2K
$721K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
770+ 30.6% |
$68.2K - $81.5K
|
3.29K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
765+ 35.12% |
$67.8K - $81K
|
2.94K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
763+ 12.35% |
$67.6K - $80.8K
|
6.94K
$610K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
761+ 19.36% |
$67.4K - $80.6K
|
4.69K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
758+ 0.48% |
$67.2K - $80.2K
|
158K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
750+ 6.2% |
$66.5K - $79.4K
|
12.9K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
749+ 5.18% |
$66.4K - $79.3K
|
15.2K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
748+ 12.11% |
$66.3K - $79.2K
|
6.92K
$609K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
747+ 36.23% |
$66.2K - $79.1K
|
2.81K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
734+ 2.24% |
$65K - $77.7K
|
33.5K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
732+ 2.8% |
$64.9K - $77.5K
|
26.9K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
729+ 1.39% |
$64.6K - $77.2K
|
53.2K
$4.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
720+ 7.35% |
$63.8K - $76.2K
|
10.5K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
717+ 58.58% |
$63.5K - $75.9K
|
1.94K
$171K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
715+ 24.69% |
$63.3K - $75.7K
|
3.61K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
712+ 18.45% |
$63.1K - $75.4K
|
4.57K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
704+ 14.3% |
$62.4K - $74.5K
|
5.63K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
700+ 7.74% |
$62K - $74.1K
|
9.75K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
700+ 20.05% |
$62K - $74.1K
|
4.19K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
700+ 16.12% |
$62K - $74.1K
|
5.04K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
697+ 96.81% |
$61.8K - $73.8K
|
1.42K
$125K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
691+ 0.74% |
$61.2K - $73.1K
|
94.6K
$8.32M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
688+ 0.61% |
$61K - $72.8K
|
113K
$9.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
686+ 32.78% |
$60.8K - $72.6K
|
2.78K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
654+ 3.97% |
$57.9K - $69.2K
|
17.1K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
645+ 25.03% |
$57.1K - $68.3K
|
3.22K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
634+ 1.36% |
$56.2K - $67.1K
|
47.4K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
625+ 6.9% |
$55.4K - $66.2K
|
9.68K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
625+ 2.97% |
$55.4K - $66.2K
|
21.7K
$1.91M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
622+ 14.01% |
$55.1K - $65.8K
|
5.06K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
620+ 1.19% |
$54.9K - $65.6K
|
52.8K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
619+ 2.59% |
$54.8K - $65.5K
|
24.5K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
615+ 2.76% |
$54.5K - $65.1K
|
22.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
596+ 15.13% |
$52.8K - $63.1K
|
4.54K
$399K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
591+ 28.35% |
$52.4K - $62.6K
|
2.68K
$235K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
588+ 14.26% |
$52.1K - $62.2K
|
4.71K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
585+ 24.56% |
$51.8K - $61.9K
|
2.97K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
573+ 16.14% |
$50.8K - $60.7K
|
4.12K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
573+ 4.12% |
$50.8K - $60.7K
|
14.5K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
572+ 0.94% |
$50.7K - $60.5K
|
61.3K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
572+ 4.19% |
$50.7K - $60.5K
|
14.2K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
569+ 26.63% |
$50.4K - $60.2K
|
2.71K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
565+ 3.55% |
$50.1K - $59.8K
|
16.5K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
557+ 784.51% |
$49.4K - $59K
|
628
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
556+ 13.84% |
$49.3K - $58.9K
|
4.57K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
554+ 404.38% |
$49.1K - $58.6K
|
691
$60.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
545+ 5.31% |
$48.3K - $57.7K
|
10.8K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
542+ 1.62% |
$48K - $57.4K
|
33.9K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
539+ 4.63% |
$47.8K - $57.1K
|
12.2K
$1.07M
|