A detailed history of Institute For Wealth Management, Llc. transactions in Conocophillips stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,204 shares of COP stock, worth $1.36 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
12,204
Previous 10,443 16.86%
Holding current value
$1.36 Million
Previous $1.19 Million 7.54%
% of portfolio
0.16%
Previous 0.16%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$102.3 - $116.61 $180,150 - $205,350
1,761 Added 16.86%
12,204 $1.28 Million
Q2 2024

Jul 25, 2024

BUY
$109.39 - $133.52 $15,970 - $19,493
146 Added 1.42%
10,443 $1.19 Million
Q1 2024

Apr 30, 2024

SELL
$106.93 - $127.28 $1,283 - $1,527
-12 Reduced 0.12%
10,297 $1.31 Million
Q4 2023

Jan 31, 2024

SELL
$110.52 - $126.59 $38,018 - $43,546
-344 Reduced 3.23%
10,309 $1.2 Million
Q3 2023

Oct 13, 2023

SELL
$100.34 - $124.5 $702 - $871
-7 Reduced 0.07%
10,653 $1.28 Million
Q2 2023

Jul 25, 2023

BUY
$96.09 - $109.04 $480 - $545
5 Added 0.05%
10,660 $1.1 Million
Q1 2023

Apr 20, 2023

BUY
$94.39 - $124.65 $268,445 - $354,504
2,844 Added 36.41%
10,655 $1.06 Million
Q4 2022

Feb 02, 2023

SELL
$109.97 - $135.25 $769 - $946
-7 Reduced 0.09%
7,811 $921,000
Q3 2022

Oct 18, 2022

SELL
$81.61 - $117.71 $489 - $706
-6 Reduced 0.08%
7,818 $800,000
Q2 2022

Jul 25, 2022

BUY
$87.89 - $122.71 $2,636 - $3,681
30 Added 0.38%
7,824 $703,000
Q1 2022

Apr 29, 2022

SELL
$73.77 - $107.5 $5,680 - $8,277
-77 Reduced 0.98%
7,794 $779,000
Q2 2021

Jul 21, 2021

SELL
$48.65 - $61.39 $437 - $552
-9 Reduced 0.11%
7,871 $479,000
Q1 2021

May 04, 2021

BUY
$39.57 - $59.83 $17,964 - $27,162
454 Added 6.11%
7,880 $417,000
Q4 2020

Feb 01, 2021

SELL
$28.62 - $44.41 $86,260 - $133,851
-3,014 Reduced 28.87%
7,426 $297,000
Q3 2020

Nov 03, 2020

SELL
$32.46 - $41.78 $331,578 - $426,782
-10,215 Reduced 49.46%
10,440 $343,000
Q2 2020

Jul 30, 2020

BUY
$29.62 - $50.31 $43,422 - $73,754
1,466 Added 7.64%
20,655 $868,000
Q1 2020

Apr 29, 2020

BUY
$22.67 - $66.48 $21,989 - $64,485
970 Added 5.32%
19,189 $591,000
Q4 2019

Feb 27, 2020

BUY
$53.07 - $65.03 $903,994 - $1.11 Million
17,034 Added 1437.47%
18,219 $1.19 Million
Q4 2019

Jan 27, 2020

SELL
$53.07 - $65.03 $875,867 - $1.07 Million
-16,504 Reduced 93.3%
1,185 $1.19 Million
Q3 2019

Oct 28, 2019

BUY
$50.42 - $62.53 $29,394 - $36,454
583 Added 3.41%
17,689 $1.01 Million
Q2 2019

Aug 02, 2019

BUY
$57.08 - $67.69 $19,293 - $22,879
338 Added 2.02%
17,106 $1.04 Million
Q1 2019

May 15, 2019

SELL
$62.18 - $70.65 $73,621 - $83,649
-1,184 Reduced 6.6%
16,768 $1.12 Million
Q4 2018

Feb 08, 2019

BUY
$57.01 - $79.89 $5,244 - $7,349
92 Added 0.52%
17,952 $1.12 Million
Q3 2018

Oct 29, 2018

SELL
$67.82 - $78.11 $7,595 - $8,748
-112 Reduced 0.62%
17,860 $1.39 Million
Q2 2018

Aug 10, 2018

BUY
$58.09 - $70.66 $130,063 - $158,207
2,239 Added 14.23%
17,972 $1.25 Million
Q1 2018

May 15, 2018

BUY
$52.02 - $60.67 $7,594 - $8,857
146 Added 0.94%
15,733 $1.02 Million
Q4 2017

Feb 12, 2018

BUY
$48.86 - $56.23 $117,459 - $135,176
2,404 Added 18.24%
15,587 $865,000
Q3 2017

Nov 14, 2017

SELL
$42.5 - $50.22 $34,255 - $40,477
-806 Reduced 5.76%
13,183 $660,000
Q2 2017

Aug 14, 2017

BUY
N/A
13,989
13,989 $614,000

Others Institutions Holding COP

About CONOCOPHILLIPS


  • Ticker COP
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 1,273,030,016
  • Market Cap $142B
  • Description
  • ConocoPhillips explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas (LNG), and natural gas liquids worldwide. It primarily engages in the conventional and tight oil reservoirs, shale gas, heavy oil, LNG, oil sands, and other production operations. The company's portfolio includes unconventional p...
More about COP
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