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 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
110+ 1.44% |
$10.5K - $12.6K
|
7.73K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
109+ 91.6% |
$10.4K - $12.5K
|
228
$22.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
105+ 0.68% |
$9.99K - $12K
|
15.5K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
105+ 3.74% |
$9.99K - $12K
|
2.91K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
103+ 0.51% |
$9.8K - $11.8K
|
20.5K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
102+ 1.19% |
$9.7K - $11.7K
|
8.64K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
102+ 107.37% |
$9.7K - $11.7K
|
197
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
100+ 0.27% |
$9.51K - $11.5K
|
37.3K
$3.66M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
99+ 1.77% |
$9.42K - $11.4K
|
5.68K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
97+ 2.73% |
$9.23K - $11.1K
|
3.65K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
97+ 0.44% |
$9.23K - $11.1K
|
22K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
96+ 2.96% |
$9.13K - $11K
|
3.34K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
94New |
$8.94K - $10.8K
|
94
$9.25K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
88+ 6.83% |
$8.37K - $10.1K
|
1.38K
$135K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
87+ 0.93% |
$8.28K - $9.98K
|
9.48K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.77% |
$8.09K - $9.75K
|
11.1K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
81+ 2.5% |
$7.7K - $9.29K
|
3.32K
$327K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
80+ 1.32% |
$7.61K - $9.18K
|
6.13K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
80+ 56.74% |
$7.61K - $9.18K
|
221
$21.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
77+ 3.55% |
$7.32K - $8.83K
|
2.24K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
77+ 3.56% |
$7.32K - $8.83K
|
2.24K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
76+ 1.08% |
$7.23K - $8.72K
|
7.12K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
76+ 3.83% |
$7.23K - $8.72K
|
2.06K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
76+ 3.71% |
$7.23K - $8.72K
|
2.13K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
76+ 47.5% |
$7.23K - $8.72K
|
236
$23.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
74+ 1.27% |
$7.04K - $8.49K
|
5.92K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
73+ 0.52% |
$6.94K - $8.37K
|
14K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
72+ 2.43% |
$6.85K - $8.26K
|
3.03K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
71New |
$6.75K - $8.15K
|
71
$6.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
70New |
$6.66K - $8.03K
|
70
$6.89K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
70+ 46.67% |
$6.66K - $8.03K
|
220
$21.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
68+ 2.25% |
$6.47K - $7.8K
|
3.09K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
67New |
$6.37K - $7.69K
|
67
$6.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67+ 0.55% |
$6.37K - $7.69K
|
12.2K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
65+ 325.0% |
$6.18K - $7.46K
|
85
$8.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
61+ 2.81% |
$5.8K - $7K
|
2.23K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
61+ 0.79% |
$5.8K - $7K
|
7.82K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
60+ 1.31% |
$5.71K - $6.88K
|
4.64K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
60+ 0.41% |
$5.71K - $6.88K
|
14.6K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
59+ 3.4% |
$5.61K - $6.77K
|
1.8K
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 8.54% |
$5.61K - $6.77K
|
750
$73.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
57+ 1.47% |
$5.42K - $6.54K
|
3.93K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
57+ 1.28% |
$5.42K - $6.54K
|
4.51K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
56New |
$5.33K - $6.42K
|
56
$5.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
55+ 2.19% |
$5.23K - $6.31K
|
2.57K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55+ 73.33% |
$5.23K - $6.31K
|
130
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
55+ 1.79% |
$5.23K - $6.31K
|
3.13K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
55New |
$5.23K - $6.31K
|
55
$5.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
55+ 0.89% |
$5.23K - $6.31K
|
6.27K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
54+ 27.84% |
$5.14K - $6.19K
|
248
$24.4K
|