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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
40+ 17.17% |
$3.54K - $4.23K
|
273
$26.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
40+ 1.23% |
$3.54K - $4.23K
|
3.3K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40+ 1.86% |
$3.54K - $4.23K
|
2.19K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40+ 0.65% |
$3.54K - $4.23K
|
6.17K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
40+ 6.97% |
$3.54K - $4.23K
|
614
$58.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
38+ 1.39% |
$3.37K - $4.02K
|
2.77K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
38+ 40.0% |
$3.37K - $4.02K
|
133
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
37+ 0.31% |
$3.28K - $3.92K
|
12K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
37New |
$3.28K - $3.92K
|
37
$3.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
36+ 0.47% |
$3.19K - $3.81K
|
7.77K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
36+ 0.47% |
$3.19K - $3.81K
|
7.63K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
36+ 0.26% |
$3.19K - $3.81K
|
14K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
34+ 18.09% |
$3.01K - $3.6K
|
222
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
34+ 0.64% |
$3.01K - $3.6K
|
5.36K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
33+ 3.34% |
$2.92K - $3.49K
|
1.02K
$97.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
33+ 1.36% |
$2.92K - $3.49K
|
2.45K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
33+ 0.44% |
$2.92K - $3.49K
|
7.57K
$724K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
32+ 1.53% |
$2.84K - $3.39K
|
2.12K
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.21% |
$2.84K - $3.39K
|
15.4K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
32+ 5.07% |
$2.84K - $3.39K
|
663
$63.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 1.48% |
$2.75K - $3.28K
|
2.13K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31+ 1.25% |
$2.75K - $3.28K
|
2.51K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
31+ 0.61% |
$2.75K - $3.28K
|
5.13K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 50.0% |
$2.75K - $3.28K
|
93
$8.89K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 157.89% |
$2.66K - $3.18K
|
49
$4.69K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29New |
$2.57K - $3.07K
|
29
$2.77K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
29New |
$2.57K - $3.07K
|
29
$2.77K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.7% |
$2.57K - $3.07K
|
4.18K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
28+ 0.51% |
$2.48K - $2.96K
|
5.55K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
28+ 0.05% |
$2.48K - $2.96K
|
57.2K
$5.47M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
27+ 0.12% |
$2.39K - $2.86K
|
21.8K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
26+ 0.44% |
$2.3K - $2.75K
|
5.94K
$568K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
25+ 0.71% |
$2.22K - $2.65K
|
3.57K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24+ 1.03% |
$2.13K - $2.54K
|
2.36K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
24+ 0.89% |
$2.13K - $2.54K
|
2.72K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 0.42% |
$2.13K - $2.54K
|
5.76K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
24+ 0.92% |
$2.13K - $2.54K
|
2.63K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
21+ 0.88% |
$1.86K - $2.22K
|
2.4K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
21+ 0.42% |
$1.86K - $2.22K
|
5.07K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
21New |
$1.86K - $2.22K
|
21
$2.01K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
20+ 2.79% |
$1.77K - $2.12K
|
738
$70.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 0.86% |
$1.77K - $2.12K
|
2.35K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
20+ 0.6% |
$1.77K - $2.12K
|
3.35K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
20+ 0.38% |
$1.77K - $2.12K
|
5.24K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
20+ 0.02% |
$1.77K - $2.12K
|
95.3K
$9.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
19+ 1.11% |
$1.68K - $2.01K
|
1.74K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 2.4% |
$1.68K - $2.01K
|
810
$77.5K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
19+ 0.36% |
$1.68K - $2.01K
|
5.36K
$513K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18+ 0.43% |
$1.59K - $1.91K
|
4.21K
$403K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
17+ 0.4% |
$1.51K - $1.8K
|
4.26K
$408K
|