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 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
61+ 2.81% |
$5.8K - $7K
|
2.23K
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
61+ 0.79% |
$5.8K - $7K
|
7.82K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
61+ 1.43% |
$5.8K - $7K
|
4.31K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
60+ 1.31% |
$5.71K - $6.88K
|
4.64K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
60+ 0.41% |
$5.71K - $6.88K
|
14.6K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
59+ 3.4% |
$5.61K - $6.77K
|
1.8K
$156K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 8.54% |
$5.61K - $6.77K
|
750
$65K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
59New |
$5.61K - $6.77K
|
59
$5.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
58New |
$5.52K - $6.65K
|
58
$5.03K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
57+ 1.47% |
$5.42K - $6.54K
|
3.93K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
57+ 1.28% |
$5.42K - $6.54K
|
4.51K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
56New |
$5.33K - $6.42K
|
56
$4.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 2.19% |
$5.23K - $6.31K
|
2.57K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55+ 73.33% |
$5.23K - $6.31K
|
130
$11.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
55+ 1.79% |
$5.23K - $6.31K
|
3.13K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
55New |
$5.23K - $6.31K
|
55
$4.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
55+ 0.89% |
$5.23K - $6.31K
|
6.27K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55+ 112.24% |
$5.23K - $6.31K
|
104
$9.02K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
55+ 127.91% |
$5.23K - $6.31K
|
98
$8.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
54+ 27.84% |
$5.14K - $6.19K
|
248
$21.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
54+ 0.23% |
$5.14K - $6.19K
|
23.9K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
50+ 2.04% |
$4.76K - $5.74K
|
2.5K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 13.7% |
$4.76K - $5.74K
|
415
$36K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 1.87% |
$4.76K - $5.74K
|
2.73K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
49+ 0.9% |
$4.66K - $5.62K
|
5.52K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
49+ 0.29% |
$4.66K - $5.62K
|
17.1K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
49+ 0.58% |
$4.66K - $5.62K
|
8.5K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
49+ 5.63% |
$4.66K - $5.62K
|
919
$79.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
48+ 0.25% |
$4.57K - $5.51K
|
19.4K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
48+ 17.78% |
$4.57K - $5.51K
|
318
$27.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
47+ 0.88% |
$4.47K - $5.39K
|
5.39K
$468K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
45+ 1.7% |
$4.28K - $5.16K
|
2.7K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
45+ 0.87% |
$4.28K - $5.16K
|
5.22K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
45New |
$4.28K - $5.16K
|
45
$3.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
44New |
$4.19K - $5.05K
|
44
$3.82K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
44+ 1.49% |
$4.19K - $5.05K
|
3K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
43New |
$4.09K - $4.93K
|
43
$3.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
43+ 1.4% |
$4.09K - $4.93K
|
3.11K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
43+ 1.55% |
$4.09K - $4.93K
|
2.83K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
42+ 1.77% |
$4K - $4.82K
|
2.42K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40+ 14.87% |
$3.8K - $4.59K
|
309
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 1.29% |
$3.8K - $4.59K
|
3.14K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
38+ 0.27% |
$3.61K - $4.36K
|
14.3K
$1.24M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
37+ 0.59% |
$3.52K - $4.24K
|
6.27K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
36+ 0.33% |
$3.42K - $4.13K
|
10.8K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
36+ 1.67% |
$3.42K - $4.13K
|
2.2K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 18.27% |
$3.42K - $4.13K
|
233
$20.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$3.23K - $3.9K
|
34
$2.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34+ 0.83% |
$3.23K - $3.9K
|
4.15K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
34+ 0.45% |
$3.23K - $3.9K
|
7.59K
$659K
|