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 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-368- 8.84% |
$32.6K - $39K
|
3.8K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-370- 9.23% |
$32.8K - $39.2K
|
3.64K
$338K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-373- 5.35% |
$33K - $39.5K
|
6.6K
$613K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-375- 1.81% |
$33.2K - $39.7K
|
20.3K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-380- 12.01% |
$33.7K - $40.2K
|
2.78K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-382- 1.42% |
$33.8K - $40.4K
|
26.5K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-397- 3.01% |
$35.2K - $42K
|
12.8K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-398- 11.47% |
$35.3K - $42.1K
|
3.07K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-400- 3.59% |
$35.4K - $42.3K
|
10.7K
$998K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-400- 2.86% |
$35.4K - $42.3K
|
13.6K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-400- 9.52% |
$35.4K - $42.3K
|
3.8K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-402- 2.8% |
$35.6K - $42.6K
|
14K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-404- 5.94% |
$35.8K - $42.8K
|
6.4K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-407- 0.63% |
$36.1K - $43.1K
|
63.9K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-408- 2.43% |
$36.1K - $43.2K
|
16.4K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-409- 54.9% |
$36.2K - $43.3K
|
336
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-414- 8.76% |
$36.7K - $43.8K
|
4.31K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-417- 2.25% |
$36.9K - $44.1K
|
18.1K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-420- 1.42% |
$37.2K - $44.5K
|
29.1K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-424- 3.88% |
$37.6K - $44.9K
|
10.5K
$976K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-426- 1.68% |
$37.7K - $45.1K
|
24.9K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-427- 7.13% |
$37.8K - $45.2K
|
5.57K
$517K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-432- 0.17% |
$38.3K - $45.7K
|
247K
$23M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-433- 4.51% |
$38.4K - $45.8K
|
9.17K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-445- 3.26% |
$39.4K - $47.1K
|
13.2K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-446- 2.55% |
$39.5K - $47.2K
|
17K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-446- 3.51% |
$39.5K - $47.2K
|
12.3K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-448- 5.3% |
$39.7K - $47.4K
|
8K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-449- 16.86% |
$39.8K - $47.5K
|
2.21K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-450- 10.67% |
$39.9K - $47.6K
|
3.77K
$350K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-452- 6.32% |
$40K - $47.8K
|
6.7K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-454- 0.08% |
$40.2K - $48.1K
|
535K
$49.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-458- 13.95% |
$40.6K - $48.5K
|
2.82K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-462- 4.17% |
$40.9K - $48.9K
|
10.6K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-466- 3.42% |
$41.3K - $49.3K
|
13.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-468- 14.55% |
$41.5K - $49.5K
|
2.75K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-468- 0.09% |
$41.5K - $49.5K
|
512K
$47.6M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 6.06% |
$41.6K - $49.7K
|
7.29K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-472- 6.23% |
$41.8K - $50K
|
7.1K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-473- 7.52% |
$41.9K - $50.1K
|
5.82K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-474- 18.68% |
$42K - $50.2K
|
2.06K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-476- 8.17% |
$42.2K - $50.4K
|
5.35K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-476- 4.67% |
$42.2K - $50.4K
|
9.71K
$903K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-480- 7.03% |
$42.5K - $50.8K
|
6.35K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-488- 16.06% |
$43.2K - $51.7K
|
2.55K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-492- 9.88% |
$43.6K - $52.1K
|
4.49K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-492- 1.2% |
$43.6K - $52.1K
|
40.6K
$3.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-494- 0.32% |
$43.8K - $52.3K
|
153K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-495- 0.93% |
$43.9K - $52.4K
|
52.6K
$4.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-498- 6.66% |
$44.1K - $52.7K
|
6.98K
$649K
|