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
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
554+ 404.38% |
$49.1K - $58.6K
|
691
$64.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
545+ 5.31% |
$48.3K - $57.7K
|
10.8K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
542+ 1.62% |
$48K - $57.4K
|
33.9K
$3.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
539+ 4.63% |
$47.8K - $57.1K
|
12.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
537+ 19.57% |
$47.6K - $56.8K
|
3.28K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
534+ 5.0% |
$47.3K - $56.5K
|
11.2K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
531+ 5.72% |
$47K - $56.2K
|
9.81K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
530+ 1.86% |
$47K - $56.1K
|
29K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
530+ 1.86% |
$47K - $56.1K
|
29K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
527+ 5.94% |
$46.7K - $55.8K
|
9.4K
$874K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
526+ 7.28% |
$46.6K - $55.7K
|
7.75K
$721K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
525+ 8.66% |
$46.5K - $55.6K
|
6.59K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
521+ 13.06% |
$46.2K - $55.1K
|
4.51K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
519+ 10.28% |
$46K - $54.9K
|
5.57K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
515+ 0.29% |
$45.6K - $54.5K
|
177K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
514+ 34.29% |
$45.5K - $54.4K
|
2.01K
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
512+ 15.4% |
$45.4K - $54.2K
|
3.84K
$357K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
510New |
$45.2K - $54K
|
510
$47.4K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
510+ 3.81% |
$45.2K - $54K
|
13.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
509New |
$45.1K - $53.9K
|
509
$47.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
508+ 14.32% |
$45K - $53.8K
|
4.06K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
503+ 6.1% |
$44.6K - $53.2K
|
8.75K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
501+ 10.13% |
$44.4K - $53K
|
5.45K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
500+ 3.3% |
$44.3K - $52.9K
|
15.6K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500New |
$44.3K - $52.9K
|
500
$46.5K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
500+ 10.4% |
$44.3K - $52.9K
|
5.31K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
499+ 2.26% |
$44.2K - $52.8K
|
22.5K
$2.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
497+ 15.0% |
$44K - $52.6K
|
3.81K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
497+ 4.37% |
$44K - $52.6K
|
11.9K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
494+ 2.3% |
$43.8K - $52.3K
|
22K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
490+ 15.97% |
$43.4K - $51.9K
|
3.56K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
490+ 0.79% |
$43.4K - $51.9K
|
62.8K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
488+ 11.82% |
$43.2K - $51.7K
|
4.62K
$429K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
484+ 2.57% |
$42.9K - $51.2K
|
19.3K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
482+ 7.53% |
$42.7K - $51K
|
6.89K
$640K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
472+ 10.21% |
$41.8K - $50K
|
5.09K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
471+ 4.45% |
$41.7K - $49.9K
|
11.1K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
470+ 1.25% |
$41.6K - $49.7K
|
38.1K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
464+ 2.14% |
$41.1K - $49.1K
|
22.2K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
462+ 3.16% |
$40.9K - $48.9K
|
15.1K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
460New |
$40.8K - $48.7K
|
460
$42.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
458+ 8.93% |
$40.6K - $48.5K
|
5.59K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
458+ 1.24% |
$40.6K - $48.5K
|
37.4K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
457+ 2.17% |
$40.5K - $48.4K
|
21.5K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
455+ 21.52% |
$40.3K - $48.2K
|
2.57K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
455+ 18.81% |
$40.3K - $48.2K
|
2.87K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
442+ 3.5% |
$39.2K - $46.8K
|
13.1K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
440+ 12.14% |
$39K - $46.6K
|
4.07K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
439+ 4.02% |
$38.9K - $46.5K
|
11.3K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
435+ 19.95% |
$38.5K - $46K
|
2.62K
$243K
|