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 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
435+ 19.95% |
$38.5K - $46K
|
2.62K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
433+ 2.0% |
$38.4K - $45.8K
|
22.1K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
431+ 7.55% |
$38.2K - $45.6K
|
6.14K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
430+ 5.06% |
$38.1K - $45.5K
|
8.93K
$854K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
428+ 2.15% |
$37.9K - $45.3K
|
20.4K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
424New |
$37.6K - $44.9K
|
424
$40.5K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
423+ 8.17% |
$37.5K - $44.8K
|
5.6K
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
422+ 13.97% |
$37.4K - $44.7K
|
3.44K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
422+ 4.89% |
$37.4K - $44.7K
|
9.05K
$865K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
418+ 2.64% |
$37K - $44.2K
|
16.2K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
418+ 16.71% |
$37K - $44.2K
|
2.92K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
417+ 2.51% |
$36.9K - $44.1K
|
17K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
415+ 5.9% |
$36.8K - $43.9K
|
7.44K
$712K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
411+ 17.54% |
$36.4K - $43.5K
|
2.75K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
410+ 19.79% |
$36.3K - $43.4K
|
2.48K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
409+ 0.47% |
$36.2K - $43.3K
|
87K
$8.32M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
408+ 1.39% |
$36.1K - $43.2K
|
29.7K
$2.84M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
400+ 11.76% |
$35.4K - $42.3K
|
3.8K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 11.51% |
$35.4K - $42.3K
|
3.88K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
400New |
$35.4K - $42.3K
|
400
$38.2K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
400+ 4.44% |
$35.4K - $42.3K
|
9.42K
$900K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
400+ 9.17% |
$35.4K - $42.3K
|
4.76K
$455K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
396+ 1.58% |
$35.1K - $41.9K
|
25.4K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
394+ 5.2% |
$34.9K - $41.7K
|
7.97K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
393+ 2.1% |
$34.8K - $41.6K
|
19.1K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
391+ 12.5% |
$34.6K - $41.4K
|
3.52K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
374+ 15.34% |
$33.1K - $39.6K
|
2.81K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
359+ 78.38% |
$31.8K - $38K
|
817
$78.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
359+ 55.23% |
$31.8K - $38K
|
1.01K
$96.5K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
357+ 8.71% |
$31.6K - $37.8K
|
4.46K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
353+ 3.14% |
$31.3K - $37.4K
|
11.6K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
351New |
$31.1K - $37.2K
|
351
$33.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
351+ 4.46% |
$31.1K - $37.2K
|
8.22K
$786K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
349+ 6.36% |
$30.9K - $36.9K
|
5.84K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
336+ 0.55% |
$29.8K - $35.6K
|
60.9K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
336+ 8.34% |
$29.8K - $35.6K
|
4.37K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
335+ 0.94% |
$29.7K - $35.5K
|
35.9K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
333+ 50.61% |
$29.5K - $35.2K
|
991
$94.8K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
332+ 0.35% |
$29.4K - $35.1K
|
95.2K
$9.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
330New |
$29.2K - $34.9K
|
330
$31.6K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
327+ 15.53% |
$29K - $34.6K
|
2.43K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
322+ 11.22% |
$28.5K - $34.1K
|
3.19K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
321+ 1.55% |
$28.4K - $34K
|
21K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
316+ 0.46% |
$28K - $33.4K
|
68.5K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
313+ 8.54% |
$27.7K - $33.1K
|
3.98K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
311+ 2.4% |
$27.6K - $32.9K
|
13.3K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
310+ 1.31% |
$27.5K - $32.8K
|
24K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
307+ 1.38% |
$27.2K - $32.5K
|
22.5K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
306+ 5.17% |
$27.1K - $32.4K
|
6.23K
$595K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
306+ 10.73% |
$27.1K - $32.4K
|
3.16K
$302K
|