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 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
12.4K+ 17.55% |
$1.1M - $1.31M
|
82.8K
$7.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
12.2K+ 141.36% |
$1.08M - $1.3M
|
20.9K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 5.49% |
$1.08M - $1.29M
|
234K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
12.2K+ 5.6% |
$1.08M - $1.29M
|
230K
$19.9M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
12.2K+ 2.04% |
$1.08M - $1.29M
|
609K
$52.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 3.68% |
$1.07M - $1.28M
|
340K
$29.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 7.74% |
$1.06M - $1.27M
|
166K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
11.9K+ 64.85% |
$1.05M - $1.26M
|
30.3K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.8K+ 16.76% |
$1.05M - $1.25M
|
82.4K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11.7K+ 2179.25% |
$1.03M - $1.23M
|
12.2K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
11.6K+ 11.64% |
$1.03M - $1.23M
|
112K
$9.68M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.6K+ 396.69% |
$1.03M - $1.23M
|
14.5K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
11.5K+ 96.95% |
$1.02M - $1.21M
|
23.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.3KNew |
$1M - $1.2M
|
11.3K
$982K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
11.1K+ 38.11% |
$985K - $1.18M
|
40.3K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
11.1K+ 19.5% |
$984K - $1.18M
|
68K
$5.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.9KNew |
$966K - $1.15M
|
10.9K
$946K
|
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
10.8K+ 15.56% |
$956K - $1.14M
|
80.2K
$6.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$901K - $1.08M
|
10.2K
$882K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$899K - $1.07M
|
10.2K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
9.95KNew |
$882K - $1.05M
|
9.95K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
9.85K+ 21.31% |
$873K - $1.04M
|
56.1K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.85K+ 3.59% |
$872K - $1.04M
|
284K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.79K+ 8.27% |
$867K - $1.04M
|
128K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.74K+ 7.8% |
$863K - $1.03M
|
135K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.39K+ 4.89% |
$832K - $994K
|
201K
$17.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.35K+ 143.14% |
$828K - $990K
|
15.9K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
9.26KNew |
$821K - $980K
|
9.26K
$803K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.99K+ 31.93% |
$797K - $952K
|
37.2K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
8.82K+ 213.02% |
$782K - $934K
|
13K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.82K+ 0.67% |
$781K - $933K
|
1.33M
$115M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.76K+ 59.47% |
$776K - $927K
|
23.5K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
8.74K+ 19.94% |
$774K - $925K
|
52.6K
$4.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.64K+ 50.94% |
$765K - $914K
|
25.6K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
8.44KNew |
$748K - $893K
|
8.44K
$732K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8.31KNew |
$736K - $879K
|
8.31K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.19K+ 82.96% |
$726K - $867K
|
18.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
8.15K+ 21.51% |
$722K - $863K
|
46.1K
$3.99M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.14K+ 20.8% |
$721K - $861K
|
47.2K
$4.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.09K+ 20.32% |
$716K - $856K
|
47.9K
$4.15M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
8.01KNew |
$710K - $848K
|
8.01K
$695K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Inc
|
BUY
|
- |
8KNew |
$709K - $847K
|
8K
$694K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.72K+ 59.14% |
$684K - $817K
|
20.8K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.6K+ 1.38% |
$673K - $804K
|
558K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
7.42K+ 512.43% |
$657K - $785K
|
8.87K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.37K+ 3.98% |
$653K - $780K
|
192K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.3K+ 14.09% |
$647K - $773K
|
59.1K
$5.13M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.2K+ 13.59% |
$638K - $762K
|
60.2K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
7.04K+ 13.41% |
$624K - $746K
|
59.6K
$5.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.02K+ 30.45% |
$622K - $743K
|
30.1K
$2.61M
|