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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
365+ 4.42% |
$34.7K - $41.9K
|
8.62K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
364+ 8.36% |
$34.6K - $41.8K
|
4.72K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
363+ 6.85% |
$34.5K - $41.6K
|
5.66K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
362+ 8.61% |
$34.4K - $41.5K
|
4.56K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
361New |
$34.3K - $41.4K
|
361
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
358+ 3.39% |
$34.1K - $41.1K
|
10.9K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
356+ 14.4% |
$33.9K - $40.8K
|
2.83K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
354+ 120.0% |
$33.7K - $40.6K
|
649
$55.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
351+ 18.46% |
$33.4K - $40.3K
|
2.25K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
347+ 2.59% |
$33K - $39.8K
|
13.8K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
347+ 14.59% |
$33K - $39.8K
|
2.73K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
346New |
$32.9K - $39.7K
|
346
$29.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
341New |
$32.4K - $39.1K
|
341
$29.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
340+ 1.69% |
$32.3K - $39K
|
20.4K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
338+ 6.57% |
$32.2K - $38.8K
|
5.48K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 36.08% |
$31.7K - $38.2K
|
1.26K
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332+ 12.58% |
$31.6K - $38.1K
|
2.97K
$254K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
331+ 14.19% |
$31.5K - $38K
|
2.66K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
330+ 2.68% |
$31.4K - $37.9K
|
12.6K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
327+ 7.08% |
$31.1K - $37.5K
|
4.94K
$422K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
323+ 1.95% |
$30.7K - $37.1K
|
16.9K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
321+ 2.58% |
$30.5K - $36.8K
|
12.8K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
320New |
$30.4K - $36.7K
|
320
$27.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
319+ 3.79% |
$30.3K - $36.6K
|
8.73K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
318+ 9.86% |
$30.2K - $36.5K
|
3.54K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
315+ 15.68% |
$30K - $36.1K
|
2.32K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
314+ 2.14% |
$29.9K - $36K
|
15K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
312+ 8.82% |
$29.7K - $35.8K
|
3.85K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
311+ 1.8% |
$29.6K - $35.7K
|
17.6K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
311+ 17.53% |
$29.6K - $35.7K
|
2.09K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
304+ 1.78% |
$28.9K - $34.9K
|
17.3K
$1.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
297+ 5.35% |
$28.3K - $34.1K
|
5.85K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
296+ 7.72% |
$28.2K - $34K
|
4.13K
$352K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
294+ 9.18% |
$28K - $33.7K
|
3.5K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
293+ 6.77% |
$27.9K - $33.6K
|
4.62K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
287+ 13.31% |
$27.3K - $32.9K
|
2.44K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
287+ 4.56% |
$27.3K - $32.9K
|
6.58K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
287+ 6.7% |
$27.3K - $32.9K
|
4.57K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
286+ 9.44% |
$27.2K - $32.8K
|
3.32K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
285+ 3.77% |
$27.1K - $32.7K
|
7.84K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
279+ 186.0% |
$26.5K - $32K
|
429
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
279New |
$26.5K - $32K
|
279
$23.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
276+ 310.11% |
$26.3K - $31.7K
|
365
$31.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
275New |
$26.2K - $31.5K
|
275
$23.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
270+ 2.24% |
$25.7K - $31K
|
12.3K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
269+ 2.52% |
$25.6K - $30.9K
|
10.9K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
267+ 12.98% |
$25.4K - $30.6K
|
2.32K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
266+ 11.31% |
$25.3K - $30.5K
|
2.62K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
264+ 5.52% |
$25.1K - $30.3K
|
5.05K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
262+ 5.96% |
$24.9K - $30.1K
|
4.66K
$397K
|