Purchases and Sales Made in Q2 2025 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.34KNew |
$111K - $142K
|
1.34K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
1.3K+ 5.07% |
$107K - $138K
|
26.9K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 16.39% |
$102K - $131K
|
8.76K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.23K+ 14.83% |
$102K - $130K
|
9.52K
$883K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.19K+ 6.68% |
$98.4K - $126K
|
19K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.18K+ 46.09% |
$97.9K - $126K
|
3.75K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
1.18K+ 428.26% |
$97.7K - $125K
|
1.46K
$135K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.12K+ 6.33% |
$92.8K - $119K
|
18.9K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.12K+ 0.73% |
$92.5K - $119K
|
154K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.1K+ 19.81% |
$91.3K - $117K
|
6.68K
$620K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.03K+ 30.82% |
$85.4K - $110K
|
4.39K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
960+ 2.09% |
$79.4K - $102K
|
47K
$4.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
944+ 2.65% |
$78K - $100K
|
36.5K
$3.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
872+ 17.23% |
$72.1K - $92.5K
|
5.93K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
868+ 19.89% |
$71.7K - $92.1K
|
5.23K
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
851+ 4.8% |
$70.3K - $90.3K
|
18.6K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
804+ 6.95% |
$66.5K - $85.3K
|
12.4K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
779+ 31.47% |
$64.4K - $82.7K
|
3.25K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
753+ 2.5% |
$62.2K - $79.9K
|
30.9K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
714+ 18.78% |
$59K - $75.8K
|
4.52K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
711+ 28.65% |
$58.8K - $75.4K
|
3.19K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
707+ 35.37% |
$58.4K - $75K
|
2.71K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
699+ 20.65% |
$57.8K - $74.2K
|
4.08K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
692+ 6.51% |
$57.2K - $73.4K
|
11.3K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
689New |
$57K - $73.1K
|
689
$63.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
682+ 4.03% |
$56.4K - $72.4K
|
17.6K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
675+ 6.24% |
$55.8K - $71.6K
|
11.5K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
654+ 1.95% |
$54.1K - $69.4K
|
34.1K
$3.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
636+ 150.0% |
$52.6K - $67.5K
|
1.06K
$98.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
625+ 1.02% |
$51.7K - $66.3K
|
61.9K
$5.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
609+ 11.98% |
$50.3K - $64.6K
|
5.69K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
591+ 8.54% |
$48.9K - $62.7K
|
7.52K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
550+ 9.26% |
$45.5K - $58.4K
|
6.49K
$602K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
519+ 0.37% |
$42.9K - $55.1K
|
142K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
424+ 17.94% |
$35K - $45K
|
2.79K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
422+ 3.92% |
$34.9K - $44.8K
|
11.2K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
413+ 14.72% |
$34.1K - $43.8K
|
3.22K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 3.04% |
$33.1K - $42.4K
|
13.5K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
399+ 1.78% |
$33K - $42.3K
|
22.8K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
392+ 1.93% |
$32.4K - $41.6K
|
20.7K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
379+ 8.08% |
$31.3K - $40.2K
|
5.07K
$471K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
376+ 1.46% |
$31.1K - $39.9K
|
26.2K
$2.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
343+ 1.8% |
$28.4K - $36.4K
|
19.4K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
324+ 6.1% |
$26.8K - $34.4K
|
5.63K
$523K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
312+ 4.52% |
$25.8K - $33.1K
|
7.22K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
310+ 3.6% |
$25.6K - $32.9K
|
8.91K
$827K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
303+ 12.76% |
$25K - $32.1K
|
2.68K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
287+ 9.0% |
$23.7K - $30.5K
|
3.48K
$323K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
282+ 2.71% |
$23.3K - $29.9K
|
10.7K
$992K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
279+ 10.13% |
$23.1K - $29.6K
|
3.03K
$281K
|