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 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
80+ 1.47% |
$7.09K - $8.47K
|
5.52K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
78+ 3.31% |
$6.91K - $8.26K
|
2.44K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
75+ 3.63% |
$6.65K - $7.94K
|
2.14K
$205K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
73+ 1.16% |
$6.47K - $7.73K
|
6.36K
$608K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
73+ 0.79% |
$6.47K - $7.73K
|
9.28K
$887K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
71+ 0.98% |
$6.29K - $7.52K
|
7.32K
$700K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
71+ 3.39% |
$6.29K - $7.52K
|
2.17K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 10.09% |
$6.29K - $7.52K
|
775
$74.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
69+ 1.56% |
$6.11K - $7.3K
|
4.49K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
69+ 2.42% |
$6.11K - $7.3K
|
2.92K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
68+ 0.92% |
$6.02K - $7.2K
|
7.45K
$713K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
67+ 1.84% |
$5.94K - $7.09K
|
3.72K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.53% |
$5.76K - $6.88K
|
2.63K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
65+ 26.42% |
$5.76K - $6.88K
|
311
$29.7K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
65+ 1.96% |
$5.76K - $6.88K
|
3.37K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
63+ 420.0% |
$5.58K - $6.67K
|
78
$7.46K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62+ 9.66% |
$5.49K - $6.56K
|
704
$67.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
60+ 4.58% |
$5.32K - $6.35K
|
1.37K
$131K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
60+ 1.58% |
$5.32K - $6.35K
|
3.86K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
60+ 1.51% |
$5.32K - $6.35K
|
4.04K
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
56+ 0.68% |
$4.96K - $5.93K
|
8.26K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
56+ 2.67% |
$4.96K - $5.93K
|
2.15K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
56+ 1.91% |
$4.96K - $5.93K
|
2.98K
$285K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
55+ 0.56% |
$4.87K - $5.82K
|
9.89K
$946K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
55+ 3.75% |
$4.87K - $5.82K
|
1.52K
$146K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
54+ 2.0% |
$4.78K - $5.72K
|
2.75K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
54+ 2.25% |
$4.78K - $5.72K
|
2.46K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
53+ 0.79% |
$4.7K - $5.61K
|
6.77K
$647K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52+ 10.2% |
$4.61K - $5.5K
|
562
$53.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
52+ 0.97% |
$4.61K - $5.5K
|
5.41K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
52+ 2.16% |
$4.61K - $5.5K
|
2.46K
$235K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
51+ 1.28% |
$4.52K - $5.4K
|
4.04K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
51+ 2.32% |
$4.52K - $5.4K
|
2.25K
$215K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
50+ 2.19% |
$4.43K - $5.29K
|
2.33K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.64% |
$4.43K - $5.29K
|
7.87K
$752K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.49% |
$4.43K - $5.29K
|
10.2K
$979K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
50+ 29.41% |
$4.43K - $5.29K
|
220
$21K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50+ 1.75% |
$4.43K - $5.29K
|
2.9K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
49New |
$4.34K - $5.19K
|
49
$4.69K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
48+ 2.0% |
$4.25K - $5.08K
|
2.45K
$234K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
47+ 0.63% |
$4.16K - $4.97K
|
7.5K
$717K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
45+ 2.19% |
$3.99K - $4.76K
|
2.1K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
44+ 51.76% |
$3.9K - $4.66K
|
129
$12.3K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
43+ 1.72% |
$3.81K - $4.55K
|
2.54K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
42+ 190.91% |
$3.72K - $4.45K
|
64
$6.12K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
42+ 0.51% |
$3.72K - $4.45K
|
8.35K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
42+ 0.05% |
$3.72K - $4.45K
|
83.2K
$7.96M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.21% |
$3.63K - $4.34K
|
3.43K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
41+ 22.78% |
$3.63K - $4.34K
|
221
$21.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.15% |
$3.54K - $4.23K
|
25.9K
$2.48M
|