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 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 13.36% |
$47.6K - $57.4K
|
3.24K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-500- 7.8% |
$47.6K - $57.4K
|
5.91K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500- 19.22% |
$47.6K - $57.4K
|
2.1K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-507- 2.15% |
$48.2K - $58.2K
|
23K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-517- 3.45% |
$49.2K - $59.3K
|
14.5K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-518- 19.84% |
$49.3K - $59.4K
|
2.09K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-526- 4.9% |
$50K - $60.3K
|
10.2K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-529- 6.06% |
$50.3K - $60.7K
|
8.2K
$789K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-535- 2.59% |
$50.9K - $61.4K
|
20.1K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-535Closed |
$50.9K - $61.4K
|
0
$0
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-558- 1.9% |
$53.1K - $64K
|
28.8K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-560- 15.28% |
$53.3K - $64.2K
|
3.1K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-575- 12.81% |
$54.7K - $66K
|
3.91K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-579- 2.84% |
$55.1K - $66.4K
|
19.8K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-583- 13.85% |
$55.5K - $66.9K
|
3.63K
$349K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-585- 25.56% |
$55.6K - $67.1K
|
1.7K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-586- 0.62% |
$55.7K - $67.2K
|
93.9K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-586- 4.65% |
$55.7K - $67.2K
|
12K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-615- 6.94% |
$58.5K - $70.6K
|
8.25K
$794K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-620- 15.09% |
$59K - $71.1K
|
3.49K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-621- 6.95% |
$59.1K - $71.2K
|
8.32K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-625- 3.1% |
$59.5K - $71.7K
|
19.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-633- 19.94% |
$60.2K - $72.6K
|
2.54K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-638- 21.42% |
$60.7K - $73.2K
|
2.34K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-645- 1.35% |
$61.4K - $74K
|
47K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-653- 19.01% |
$62.1K - $74.9K
|
2.78K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-654- 2.2% |
$62.2K - $75K
|
29.1K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-659- 15.24% |
$62.7K - $75.6K
|
3.66K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-674- 4.63% |
$64.1K - $77.3K
|
13.9K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-700- 19.7% |
$66.6K - $80.3K
|
2.85K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-708- 9.87% |
$67.3K - $81.2K
|
6.46K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-714- 4.66% |
$67.9K - $81.9K
|
14.6K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-719- 20.25% |
$68.4K - $82.5K
|
2.83K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-722- 4.08% |
$68.7K - $82.8K
|
17K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-728- 3.56% |
$69.2K - $83.5K
|
19.7K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-733- 8.82% |
$69.7K - $84.1K
|
7.57K
$729K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-735- 3.91% |
$69.9K - $84.3K
|
18K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-744- 27.88% |
$70.8K - $85.4K
|
1.93K
$185K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-744- 12.17% |
$70.8K - $85.4K
|
5.37K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-747- 22.04% |
$71.1K - $85.7K
|
2.64K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-747- 4.0% |
$71.1K - $85.7K
|
17.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-776- 7.2% |
$73.8K - $89K
|
10K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-791- 14.04% |
$75.2K - $90.7K
|
4.84K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-800- 1.52% |
$76.1K - $91.8K
|
51.8K
$4.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-806- 2.15% |
$76.7K - $92.5K
|
36.7K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-809- 24.6% |
$77K - $92.8K
|
2.48K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-826- 1.56% |
$78.6K - $94.8K
|
52.2K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-837- 22.66% |
$79.6K - $96K
|
2.86K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-840- 92.31% |
$79.9K - $96.4K
|
70
$6.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-847- 3.69% |
$80.6K - $97.2K
|
22.1K
$2.13M
|