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 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
363+ 6.85% |
$34.5K - $41.6K
|
5.66K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
362+ 8.61% |
$34.4K - $41.5K
|
4.56K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
361New |
$34.3K - $41.4K
|
361
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
358+ 3.39% |
$34.1K - $41.1K
|
10.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
356+ 14.4% |
$33.9K - $40.8K
|
2.83K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
351+ 18.46% |
$33.4K - $40.3K
|
2.25K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
347+ 2.59% |
$33K - $39.8K
|
13.8K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
346New |
$32.9K - $39.7K
|
346
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
341New |
$32.4K - $39.1K
|
341
$33.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
338+ 6.57% |
$32.2K - $38.8K
|
5.48K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 36.08% |
$31.7K - $38.2K
|
1.26K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
332+ 12.58% |
$31.6K - $38.1K
|
2.97K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
331+ 14.19% |
$31.5K - $38K
|
2.66K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
327+ 7.08% |
$31.1K - $37.5K
|
4.94K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
323+ 1.95% |
$30.7K - $37.1K
|
16.9K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
321+ 2.58% |
$30.5K - $36.8K
|
12.8K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
319+ 3.79% |
$30.3K - $36.6K
|
8.73K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
318+ 9.86% |
$30.2K - $36.5K
|
3.54K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
312+ 8.82% |
$29.7K - $35.8K
|
3.85K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
311+ 1.8% |
$29.6K - $35.7K
|
17.6K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
311+ 17.53% |
$29.6K - $35.7K
|
2.09K
$205K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
297+ 5.35% |
$28.3K - $34.1K
|
5.85K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
296+ 7.72% |
$28.2K - $34K
|
4.13K
$406K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
294+ 9.18% |
$28K - $33.7K
|
3.5K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
293+ 6.77% |
$27.9K - $33.6K
|
4.62K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
287+ 13.31% |
$27.3K - $32.9K
|
2.44K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
287+ 4.56% |
$27.3K - $32.9K
|
6.58K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
286+ 9.44% |
$27.2K - $32.8K
|
3.32K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
285+ 3.77% |
$27.1K - $32.7K
|
7.84K
$771K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
279+ 186.0% |
$26.5K - $32K
|
429
$42.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
276+ 310.11% |
$26.3K - $31.7K
|
365
$35.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
275New |
$26.2K - $31.5K
|
275
$27K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
270+ 2.24% |
$25.7K - $31K
|
12.3K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
267+ 12.98% |
$25.4K - $30.6K
|
2.32K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
266+ 11.31% |
$25.3K - $30.5K
|
2.62K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
262+ 5.96% |
$24.9K - $30.1K
|
4.66K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
261+ 8.33% |
$24.8K - $29.9K
|
3.39K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
260+ 0.43% |
$24.7K - $29.8K
|
61K
$6M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
259+ 11.39% |
$24.6K - $29.7K
|
2.53K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
258+ 4.44% |
$24.5K - $29.6K
|
6.07K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
258+ 0.66% |
$24.5K - $29.6K
|
39.4K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
258+ 10.38% |
$24.5K - $29.6K
|
2.74K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
257+ 0.95% |
$24.4K - $29.5K
|
27.4K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
257+ 10.75% |
$24.4K - $29.5K
|
2.65K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
255+ 57.69% |
$24.3K - $29.3K
|
697
$68.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
254+ 37.46% |
$24.2K - $29.1K
|
932
$91.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
248+ 2.81% |
$23.6K - $28.5K
|
9.06K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
247New |
$23.5K - $28.3K
|
247
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
246+ 7.64% |
$23.4K - $28.2K
|
3.46K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
241+ 9.84% |
$22.9K - $27.6K
|
2.69K
$265K
|