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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.62K+ 22.25% |
$249K - $300K
|
14.4K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.61KNew |
$248K - $299K
|
2.61K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61K+ 21.44% |
$248K - $299K
|
14.8K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.59KNew |
$246K - $297K
|
2.59K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58KNew |
$245K - $296K
|
2.58K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.56K+ 27.39% |
$243K - $293K
|
11.9K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.55K+ 30.3% |
$243K - $293K
|
11K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.55KNew |
$243K - $293K
|
2.55K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.53K+ 1.58% |
$240K - $290K
|
163K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.53K+ 9.84% |
$240K - $290K
|
28.2K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.52K+ 11.44% |
$240K - $289K
|
24.6K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 8.19% |
$239K - $289K
|
33.2K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.52KNew |
$239K - $289K
|
2.52K
$220K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
2.51KNew |
$239K - $288K
|
2.51K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.5K+ 13.73% |
$238K - $287K
|
20.7K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.47K+ 34.66% |
$235K - $284K
|
9.61K
$841K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.47KNew |
$235K - $283K
|
2.47K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.45KNew |
$233K - $281K
|
2.45K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.45K+ 10.53% |
$233K - $281K
|
25.8K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.44K+ 33.52% |
$232K - $279K
|
9.7K
$849K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.43K+ 27.52% |
$231K - $279K
|
11.3K
$986K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.42K+ 12.55% |
$230K - $277K
|
21.7K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.41KNew |
$230K - $277K
|
2.41K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.41KNew |
$229K - $276K
|
2.41K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.4KNew |
$228K - $275K
|
2.4K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
2.4K+ 115.53% |
$228K - $275K
|
4.47K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.38KNew |
$226K - $273K
|
2.38K
$208K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.38KNew |
$226K - $273K
|
2.38K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.36KNew |
$225K - $271K
|
2.36K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.36K+ 4.49% |
$225K - $271K
|
54.9K
$4.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.36K+ 16.76% |
$224K - $270K
|
16.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.36K+ 25.19% |
$224K - $270K
|
11.7K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.36KNew |
$224K - $270K
|
2.36K
$206K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.34KNew |
$223K - $268K
|
2.34K
$205K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.33KNew |
$222K - $267K
|
2.33K
$204K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.33KNew |
$222K - $267K
|
2.33K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
2.33KNew |
$221K - $267K
|
2.33K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 11.61% |
$221K - $266K
|
22.3K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.32K+ 10.18% |
$220K - $266K
|
25K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.31K+ 19.55% |
$220K - $265K
|
14.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.31K+ 31.58% |
$220K - $265K
|
9.64K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
2.3K+ 18.75% |
$219K - $264K
|
14.6K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.29K+ 24.33% |
$218K - $263K
|
11.7K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 8.8% |
$217K - $262K
|
28.2K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.28KNew |
$217K - $262K
|
2.28K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.27K+ 3.36% |
$216K - $260K
|
69.8K
$6.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 9.85% |
$216K - $260K
|
25.3K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.26KNew |
$215K - $260K
|
2.26K
$198K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$215K - $259K
|
2.26K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.25KNew |
$214K - $258K
|
2.25K
$197K
|