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 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.48KNew |
$219K - $262K
|
2.48K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.46K+ 78.77% |
$218K - $260K
|
5.57K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.45K+ 96.08% |
$217K - $259K
|
5K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.43K+ 21.9% |
$215K - $257K
|
13.5K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.43K+ 16.96% |
$215K - $257K
|
16.7K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.42KNew |
$214K - $256K
|
2.42K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.41K+ 15.73% |
$214K - $255K
|
17.7K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.41KNew |
$213K - $255K
|
2.41K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.39K+ 80.01% |
$212K - $253K
|
5.38K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.38K+ 1121.7% |
$211K - $252K
|
2.59K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.36K+ 11.76% |
$209K - $250K
|
22.4K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 11.44% |
$207K - $248K
|
22.8K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
2.32KNew |
$205K - $245K
|
2.32K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.31K+ 0.61% |
$205K - $245K
|
380K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.31K+ 3.91% |
$205K - $245K
|
61.4K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$204K - $244K
|
2.3K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
2.3KNew |
$204K - $244K
|
2.3K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.3K+ 7.83% |
$204K - $243K
|
31.7K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.3KNew |
$203K - $243K
|
2.3K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$203K - $242K
|
2.29K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
2.28K+ 16.81% |
$202K - $241K
|
15.8K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.25K+ 27.3% |
$200K - $238K
|
10.5K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.24KNew |
$198K - $237K
|
2.24K
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.21KNew |
$196K - $234K
|
2.21K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.16K+ 7.34% |
$191K - $228K
|
31.5K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.15KNew |
$190K - $227K
|
2.15K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.12KNew |
$188K - $225K
|
2.12K
$184K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.12KNew |
$188K - $224K
|
2.12K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.11K+ 2.14% |
$187K - $224K
|
101K
$8.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.11KNew |
$187K - $223K
|
2.11K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.1KNew |
$186K - $223K
|
2.1K
$182K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.1K+ 32.47% |
$186K - $222K
|
8.56K
$742K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
2.1KNew |
$186K - $222K
|
2.1K
$182K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.09K+ 59.72% |
$185K - $221K
|
5.59K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.09KNew |
$185K - $221K
|
2.09K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.08K+ 9.34% |
$184K - $220K
|
24.4K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.08KNew |
$184K - $220K
|
2.08K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.08K+ 17.01% |
$184K - $220K
|
14.3K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.07KNew |
$184K - $219K
|
2.07K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
2.07KNew |
$183K - $219K
|
2.07K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.06KNew |
$183K - $218K
|
2.06K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
2.06K+ 4.94% |
$183K - $218K
|
43.8K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.04K+ 1.46% |
$181K - $216K
|
142K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.04K+ 7.92% |
$181K - $216K
|
27.8K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.04K+ 0.8% |
$180K - $215K
|
256K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.03KNew |
$180K - $215K
|
2.03K
$176K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.03KNew |
$179K - $214K
|
2.03K
$176K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.02K+ 0.34% |
$179K - $214K
|
590K
$51.1M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.01K+ 91.16% |
$178K - $213K
|
4.22K
$366K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.01K+ 16.92% |
$178K - $212K
|
13.9K
$1.2M
|