Latest Institutional Transactions on Conocophillips (COP)
This table provides information on the latest institutional transactions involving Conocophillips (COP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.13K+ 9.75% |
$218K - $248K
|
24K
$2.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 4.84% |
$110K - $125K
|
23.2K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 47.06% |
$818 - $933
|
9
$967
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-230- 8.31% |
$23.5K - $26.8K
|
2.54K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-213- 1.89% |
$21.8K - $24.8K
|
11K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
648+ 10.19% |
$66.3K - $75.6K
|
7.01K
$752K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 3.89% |
$217K - $247K
|
52.4K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 21.1% |
$224K - $255K
|
12.5K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
22+ 0.6% |
$2.25K - $2.57K
|
3.68K
$395K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$257K - $293K
|
2.51K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
567+ 2.13% |
$58K - $66.1K
|
27.2K
$2.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.5K- 57.56% |
$256K - $292K
|
1.84K
$198K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
857+ 5.32% |
$87.7K - $99.9K
|
17K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-50- 5.62% |
$5.12K - $5.83K
|
839
$90.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $117
|
2.94K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
12.2K+ 50.41% |
$1.25M - $1.42M
|
36.5K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-87- 0.64% |
$8.9K - $10.1K
|
13.4K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 8.14% |
$5.12K - $5.83K
|
664
$71.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-93- 1.72% |
$9.51K - $10.8K
|
5.3K
$569K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
190+ 4.52% |
$19.4K - $22.2K
|
4.39K
$472K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-958- 3.0% |
$98K - $112K
|
31K
$3.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-159- 0.18% |
$16.3K - $18.5K
|
89.2K
$9.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
108+ 5.26% |
$11K - $12.6K
|
2.16K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-289- 4.77% |
$29.6K - $33.7K
|
5.78K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
17+ 0.5% |
$1.74K - $1.98K
|
3.41K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
25+ 13.09% |
$2.56K - $2.92K
|
216
$23.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
83+ 2.65% |
$8.49K - $9.68K
|
3.22K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
254+ 11.26% |
$26K - $29.6K
|
2.51K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$17K - $19.4K
|
22.6K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-569- 2.96% |
$58.2K - $66.4K
|
18.7K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-130- 29.21% |
$13.3K - $15.2K
|
315
$33.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-420- 2.62% |
$43K - $49K
|
15.6K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-16.5K- 84.75% |
$1.68M - $1.92M
|
2.96K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.1KNew |
$1.34M - $1.53M
|
13.1K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
3.64K+ 4.73% |
$372K - $425K
|
80.6K
$8.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 4.88% |
$170K - $194K
|
32.4K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
162+ 1.67% |
$16.6K - $18.9K
|
9.87K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 0.68% |
$5.93K - $6.76K
|
8.6K
$923K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.39K- 5.65% |
$142K - $162K
|
23.1K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1- 0.05% |
$102 - $117
|
2.15K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-225- 3.48% |
$23K - $26.2K
|
6.23K
$669K
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
250+ 1.97% |
$25.6K - $29.2K
|
12.9K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$2.97K - $3.38K
|
12.7K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-673- 8.59% |
$68.8K - $78.5K
|
7.16K
$769K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
389+ 4.44% |
$39.8K - $45.4K
|
9.15K
$982K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$716 - $816
|
2.13K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
375+ 5.57% |
$38.4K - $43.7K
|
7.11K
$764K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-737- 14.88% |
$75.4K - $85.9K
|
4.22K
$453K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 3.49% |
$307 - $350
|
89
$9.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.42K+ 8.29% |
$145K - $166K
|
18.6K
$2M
|