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
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
154+ 7.19% |
$13.6K - $16.3K
|
2.3K
$220K
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
152New |
$13.5K - $16.1K
|
152
$14.5K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
148New |
$13.1K - $15.7K
|
148
$14.2K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
147+ 2.9% |
$13K - $15.6K
|
5.22K
$499K
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
143+ 2.44% |
$12.7K - $15.1K
|
6K
$573K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
136+ 4.38% |
$12K - $14.4K
|
3.24K
$310K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136+ 20.96% |
$12K - $14.4K
|
785
$75.1K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
136New |
$12K - $14.4K
|
136
$13K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
135+ 0.3% |
$12K - $14.3K
|
45.9K
$4.39M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
135+ 710.53% |
$12K - $14.3K
|
154
$14.7K
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
134+ 1.63% |
$11.9K - $14.2K
|
8.36K
$799K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
132+ 0.96% |
$11.7K - $14K
|
13.9K
$1.33M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
131New |
$11.6K - $13.9K
|
131
$12.5K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
131+ 2.28% |
$11.6K - $13.9K
|
5.87K
$561K
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
130+ 40.63% |
$11.5K - $13.8K
|
450
$43K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
126+ 6.15% |
$11.2K - $13.3K
|
2.18K
$208K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
126+ 161.54% |
$11.2K - $13.3K
|
204
$19.5K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
126+ 0.73% |
$11.2K - $13.3K
|
17.3K
$1.65M
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
125+ 3.49% |
$11.1K - $13.2K
|
3.71K
$354K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
121New |
$10.7K - $12.8K
|
121
$11.6K
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 4.65% |
$10.6K - $12.7K
|
2.7K
$258K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
118+ 3.86% |
$10.5K - $12.5K
|
3.18K
$304K
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
115+ 2.62% |
$10.2K - $12.2K
|
4.5K
$431K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
112+ 23.33% |
$9.92K - $11.9K
|
592
$56.6K
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
110+ 1.68% |
$9.75K - $11.6K
|
6.66K
$636K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
108+ 192.86% |
$9.57K - $11.4K
|
164
$15.7K
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
108+ 5.33% |
$9.57K - $11.4K
|
2.14K
$204K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
107New |
$9.48K - $11.3K
|
107
$10.2K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
107+ 0.26% |
$9.48K - $11.3K
|
41.3K
$3.95M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
103+ 2.87% |
$9.13K - $10.9K
|
3.7K
$353K
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
102+ 0.84% |
$9.04K - $10.8K
|
12.2K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
102+ 1.62% |
$9.04K - $10.8K
|
6.39K
$611K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
101+ 0.98% |
$8.95K - $10.7K
|
10.4K
$999K
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100+ 1.16% |
$8.86K - $10.6K
|
8.74K
$836K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
100New |
$8.86K - $10.6K
|
100
$9.56K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 0.83% |
$8.86K - $10.6K
|
12.1K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
99+ 0.22% |
$8.77K - $10.5K
|
45K
$4.31M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
95+ 1.06% |
$8.42K - $10.1K
|
9.09K
$869K
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
94+ 4.17% |
$8.33K - $9.95K
|
2.35K
$224K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
94+ 1.03% |
$8.33K - $9.95K
|
9.24K
$883K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
94+ 4.41% |
$8.33K - $9.95K
|
2.22K
$213K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
92+ 0.35% |
$8.15K - $9.74K
|
26.3K
$2.52M
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
89+ 2.58% |
$7.89K - $9.42K
|
3.54K
$338K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
89+ 1.21% |
$7.89K - $9.42K
|
7.44K
$711K
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
86+ 3.7% |
$7.62K - $9.1K
|
2.41K
$230K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
86+ 2.56% |
$7.62K - $9.1K
|
3.44K
$329K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
85+ 4.16% |
$7.53K - $9K
|
2.13K
$203K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
85+ 2.02% |
$7.53K - $9K
|
4.28K
$410K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
83+ 1.47% |
$7.35K - $8.79K
|
5.73K
$548K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
82+ 3.95% |
$7.27K - $8.68K
|
2.16K
$206K
|