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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.32KNew |
$294K - $351K
|
3.32K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.31K+ 25.67% |
$293K - $350K
|
16.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.28K+ 10.04% |
$291K - $347K
|
36K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 9.28% |
$290K - $347K
|
38.6K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$290K - $346K
|
3.27K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.24K+ 151.4% |
$287K - $343K
|
5.38K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 17.59% |
$283K - $338K
|
21.3K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.17K+ 26.91% |
$281K - $335K
|
14.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.15KNew |
$279K - $334K
|
3.15K
$274K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$279K - $333K
|
3.15K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.11KNew |
$276K - $329K
|
3.11K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.09K+ 104.43% |
$274K - $327K
|
6.04K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.06KNew |
$271K - $323K
|
3.06K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 5.17% |
$270K - $323K
|
62.1K
$5.39M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.03K+ 1.94% |
$268K - $321K
|
160K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.03KNew |
$268K - $321K
|
3.03K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.96K+ 57.87% |
$262K - $313K
|
8.07K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
2.95K+ 37.21% |
$261K - $312K
|
10.9K
$943K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.94KNew |
$260K - $311K
|
2.94K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.92K+ 88.48% |
$259K - $309K
|
6.22K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.89K+ 3.29% |
$256K - $306K
|
90.8K
$7.88M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.89K+ 23.6% |
$256K - $306K
|
15.1K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2.89K+ 34.81% |
$256K - $306K
|
11.2K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.87KNew |
$254K - $304K
|
2.87K
$249K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.84K+ 716.41% |
$251K - $300K
|
3.23K
$280K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.81K+ 31.27% |
$249K - $298K
|
11.8K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
2.8K+ 9.66% |
$248K - $296K
|
31.8K
$2.76M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.8KNew |
$248K - $296K
|
2.8K
$243K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
2.79K+ 5.11% |
$248K - $296K
|
57.4K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.79KNew |
$247K - $295K
|
2.79K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.78K+ 26.73% |
$246K - $294K
|
13.2K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.77K+ 10.25% |
$245K - $293K
|
29.8K
$2.58M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.76K+ 9.82% |
$244K - $292K
|
30.8K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 12.43% |
$242K - $290K
|
24.8K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2.74KNew |
$242K - $290K
|
2.74K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.72KNew |
$241K - $288K
|
2.72K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.71K+ 1.13% |
$240K - $287K
|
242K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.7K+ 9.64% |
$239K - $286K
|
30.7K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.69KNew |
$239K - $285K
|
2.69K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.66KNew |
$235K - $281K
|
2.66K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.64K+ 40.1% |
$234K - $279K
|
9.22K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.63K+ 71.84% |
$233K - $278K
|
6.28K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.6KNew |
$230K - $275K
|
2.6K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.6K+ 3.71% |
$230K - $275K
|
72.6K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.57K+ 22.32% |
$227K - $272K
|
14.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.55KNew |
$226K - $270K
|
2.55K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.53KNew |
$224K - $268K
|
2.53K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.51K+ 6.03% |
$222K - $265K
|
44.1K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.5K+ 6.35% |
$221K - $264K
|
41.8K
$3.62M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 2.04% |
$221K - $264K
|
124K
$10.8M
|