Purchases and Sales Made in Q4 2025 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q4 2025. 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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
533K+ 926.75% |
$45.6M - $50.8M
|
590K
$52.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.3K+ 1921.96% |
$6.45M - $7.18M
|
79.2K
$7.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
54.7K+ 255.69% |
$4.68M - $5.22M
|
76.1K
$6.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
31.2K+ 660.98% |
$2.68M - $2.98M
|
36K
$3.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
25.9KNew |
$2.22M - $2.47M
|
25.9K
$2.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
23.3K+ 9.25% |
$1.99M - $2.22M
|
275K
$24.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 6.14% |
$1.4M - $1.56M
|
282K
$25.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15K+ 29.6% |
$1.28M - $1.43M
|
65.6K
$5.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
10.7KNew |
$917K - $1.02M
|
10.7K
$950K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
10.5K+ 1.61% |
$903K - $1.01M
|
666K
$59.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
BUY
|
- |
10.1K+ 6.5% |
$867K - $966K
|
166K
$14.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.64K+ 2.72% |
$740K - $824K
|
326K
$28.9M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.26K+ 124.73% |
$622K - $693K
|
13.1K
$1.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 1.62% |
$540K - $602K
|
396K
$35.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.77K+ 6.34% |
$494K - $551K
|
96.8K
$8.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.4K+ 28.64% |
$463K - $516K
|
24.3K
$2.15M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.03K+ 54.51% |
$431K - $480K
|
14.3K
$1.27M
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.64KNew |
$397K - $443K
|
4.64K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$393K - $438K
|
4.59K
$407K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
4.45K+ 53.22% |
$381K - $425K
|
12.8K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.4K+ 75.51% |
$377K - $420K
|
10.2K
$908K
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
4.31KNew |
$369K - $412K
|
4.31K
$383K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.26K+ 6.56% |
$365K - $407K
|
69.2K
$6.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.7KNew |
$317K - $353K
|
3.7K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.58K+ 7.0% |
$306K - $341K
|
54.7K
$4.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
3.28KNew |
$281K - $313K
|
3.28K
$291K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.19KNew |
$273K - $304K
|
3.19K
$283K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$260K - $290K
|
3.04K
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
2.79KNew |
$239K - $266K
|
2.79K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.49K+ 352.97% |
$213K - $238K
|
3.2K
$284K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.41K+ 8.74% |
$207K - $230K
|
30K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.38KNew |
$204K - $227K
|
2.38K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.37KNew |
$203K - $227K
|
2.37K
$211K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.34K+ 69.79% |
$201K - $224K
|
5.7K
$506K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
2.32KNew |
$199K - $221K
|
2.32K
$206K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$193K - $215K
|
2.25K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.24K+ 10.31% |
$192K - $214K
|
24K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.23KNew |
$191K - $212K
|
2.23K
$197K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.17K+ 51.11% |
$186K - $207K
|
6.41K
$568K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.14K+ 548.21% |
$183K - $204K
|
2.53K
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.85K+ 48.13% |
$159K - $177K
|
5.7K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 24.14% |
$132K - $148K
|
7.95K
$705K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 31.95% |
$132K - $147K
|
6.36K
$564K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.53K+ 11.5% |
$131K - $146K
|
14.9K
$1.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
1.5K+ 3.09% |
$129K - $143K
|
50.1K
$4.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 6.13% |
$125K - $140K
|
25.4K
$2.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.38K+ 14.38% |
$118K - $131K
|
10.9K
$971K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.36K+ 8.73% |
$117K - $130K
|
17K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.17K+ 25.82% |
$100K - $112K
|
5.7K
$506K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 31.14% |
$92.4K - $103K
|
4.54K
$403K
|
|