Purchases and Sales Made in Q4 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 9.85% |
$216K - $260K
|
25.3K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.26KNew |
$215K - $260K
|
2.26K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$215K - $259K
|
2.26K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.25KNew |
$214K - $258K
|
2.25K
$190K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.24K+ 58.69% |
$213K - $257K
|
6.06K
$513K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
2.24KNew |
$213K - $257K
|
2.24K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.22K+ 41.86% |
$212K - $255K
|
7.54K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
2.2K+ 22.92% |
$209K - $252K
|
11.8K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
2.2KNew |
$209K - $252K
|
2.2K
$186K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.19KNew |
$208K - $251K
|
2.19K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.19KNew |
$208K - $251K
|
2.19K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.18K+ 78.01% |
$208K - $250K
|
4.98K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.18KNew |
$207K - $250K
|
2.18K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2.18KNew |
$207K - $250K
|
2.18K
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.16KNew |
$206K - $248K
|
2.16K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.16KNew |
$205K - $248K
|
2.16K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 24.16% |
$205K - $247K
|
11.1K
$937K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$205K - $247K
|
2.15K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.14KNew |
$204K - $246K
|
2.14K
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.14KNew |
$203K - $245K
|
2.14K
$181K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.13K+ 62.23% |
$203K - $245K
|
5.56K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.13KNew |
$203K - $245K
|
2.13K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.12KNew |
$202K - $243K
|
2.12K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.12KNew |
$202K - $243K
|
2.12K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.11KNew |
$201K - $242K
|
2.11K
$178K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
2.11KNew |
$201K - $242K
|
2.11K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.11KNew |
$200K - $242K
|
2.11K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.11KNew |
$200K - $242K
|
2.11K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.1K+ 92.6% |
$200K - $241K
|
4.37K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.1KNew |
$199K - $240K
|
2.1K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.08K+ 24.14% |
$198K - $239K
|
10.7K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.07KNew |
$197K - $238K
|
2.07K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$196K - $237K
|
2.06K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.06K+ 10.33% |
$196K - $237K
|
22K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.06K+ 8.54% |
$196K - $236K
|
26.1K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.06K+ 8.88% |
$195K - $236K
|
25.2K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.05KNew |
$195K - $236K
|
2.05K
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.05KNew |
$195K - $235K
|
2.05K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 70.81% |
$195K - $235K
|
4.95K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$194K - $234K
|
2.04K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.04K+ 16.62% |
$194K - $234K
|
14.3K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.04K+ 20.34% |
$194K - $234K
|
12.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
2.03KNew |
$193K - $233K
|
2.03K
$171K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$193K - $232K
|
2.02K
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2K+ 2.59% |
$191K - $230K
|
79.3K
$6.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
2K+ 11.9% |
$190K - $229K
|
18.8K
$1.59M
|