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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.6K+ 7788.14% |
$407K - $486K
|
4.65K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.58KNew |
$406K - $485K
|
4.58K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.51K+ 147.84% |
$400K - $478K
|
7.56K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.51K+ 87.07% |
$400K - $478K
|
9.69K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.5K+ 32.01% |
$398K - $476K
|
18.5K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$396K - $473K
|
4.47K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4.4K+ 5.46% |
$390K - $466K
|
85K
$7.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.36KNew |
$387K - $462K
|
4.36K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Arga Investment Management, LP
|
BUY
|
- |
4.36K+ 34.17% |
$386K - $462K
|
17.1K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.3K+ 1.77% |
$381K - $455K
|
248K
$21.5M
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4.3K+ 20.16% |
$381K - $455K
|
25.6K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.28KNew |
$379K - $453K
|
4.28K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.25K+ 15.13% |
$377K - $450K
|
32.3K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
4.21K+ 6.04% |
$373K - $445K
|
73.8K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.2K+ 78.8% |
$372K - $444K
|
9.52K
$826K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.19K+ 124.05% |
$371K - $443K
|
7.57K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.18K+ 21.97% |
$371K - $443K
|
23.2K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.16K+ 7.1% |
$369K - $440K
|
62.8K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
4.14KNew |
$367K - $439K
|
4.14K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.12K+ 55.32% |
$365K - $436K
|
11.6K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.1K+ 119.6% |
$363K - $434K
|
7.53K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.1K+ 40.42% |
$363K - $434K
|
14.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.03K+ 10.48% |
$357K - $426K
|
42.4K
$3.68M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.02K+ 14.38% |
$356K - $426K
|
32K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
4K+ 20.0% |
$354K - $423K
|
24K
$2.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.98K+ 13.23% |
$353K - $421K
|
34.1K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.94K+ 45.9% |
$349K - $417K
|
12.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 22.91% |
$346K - $413K
|
20.9K
$1.82M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.89K+ 48.08% |
$345K - $412K
|
12K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.87K+ 28.68% |
$343K - $410K
|
17.4K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.86K+ 43.58% |
$342K - $408K
|
12.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.85K+ 31.51% |
$341K - $408K
|
16.1K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.78K+ 1.12% |
$334K - $400K
|
342K
$29.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.72KNew |
$330K - $394K
|
3.72K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.67KNew |
$325K - $388K
|
3.67K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.63KNew |
$322K - $385K
|
3.63K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.55K+ 60.36% |
$315K - $376K
|
9.43K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 15.44% |
$314K - $375K
|
26.5K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.54K+ 5.33% |
$314K - $375K
|
70.1K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.53KNew |
$313K - $374K
|
3.53K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.53K+ 90.8% |
$312K - $373K
|
7.41K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.51K+ 18.76% |
$311K - $371K
|
22.2K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.5KNew |
$310K - $371K
|
3.5K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.5KNew |
$310K - $371K
|
3.5K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.49K+ 18.27% |
$309K - $369K
|
22.6K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.48KNew |
$308K - $368K
|
3.48K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.47KNew |
$308K - $368K
|
3.47K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.45K+ 93.83% |
$306K - $366K
|
7.14K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.44KNew |
$305K - $364K
|
3.44K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.41K+ 2.89% |
$302K - $360K
|
121K
$10.5M
|