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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.37KNew |
$149K - $182K
|
1.37K
$153K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.3K- 16.2% |
$360K - $440K
|
17K
$1.9M
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45+ 31.47% |
$4.92K - $6.01K
|
188
$21K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5+ 0.06% |
$547 - $668
|
9K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.85KNew |
$640K - $782K
|
5.85K
$654K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
114K+ 3135.54% |
$12.5M - $15.3M
|
118K
$13.2M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43New |
$4.7K - $5.74K
|
43
$4.81K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-81- 0.94% |
$8.86K - $10.8K
|
8.54K
$954K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.13% |
$109 - $134
|
794
$88.7K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.62KNew |
$287K - $350K
|
2.62K
$293K
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-318- 4.52% |
$34.8K - $42.5K
|
6.71K
$750K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.05% |
$109 - $134
|
1.86K
$208K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
775New |
$84.8K - $103K
|
775
$86.6K
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-300- 17.49% |
$32.8K - $40.1K
|
1.42K
$158K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.93% |
$328 - $401
|
327
$36.5K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-600- 15.69% |
$65.6K - $80.1K
|
3.22K
$360K
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.08KNew |
$227K - $277K
|
2.08K
$232K
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-400- 15.38% |
$43.8K - $53.4K
|
2.2K
$246K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
233+ 14.26% |
$25.5K - $31.1K
|
1.87K
$209K
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-31- 1.11% |
$3.39K - $4.14K
|
2.76K
$308K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
19+ 1.05% |
$2.08K - $2.54K
|
1.83K
$205K
|
|
Aug 05, 2024
Q2 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$416K - $507K
|
3.8K
$425K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
12.7KNew |
$1.39M - $1.69M
|
12.7K
$1.42M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.59K- 14.09% |
$174K - $212K
|
9.68K
$1.08M
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
192+ 10.2% |
$21K - $25.6K
|
2.08K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
249+ 16.22% |
$27.2K - $33.2K
|
1.78K
$199K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
406+ 7.53% |
$44.4K - $54.2K
|
5.8K
$648K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
93+ 3.71% |
$10.2K - $12.4K
|
2.6K
$291K
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-192- 9.42% |
$21K - $25.6K
|
1.85K
$206K
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-951- 24.02% |
$104K - $127K
|
3.01K
$336K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 2.86% |
$5.47K - $6.68K
|
1.8K
$201K
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-429- 19.14% |
$46.9K - $57.3K
|
1.81K
$202K
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-503- 22.0% |
$55K - $67.2K
|
1.78K
$199K
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51+ 2.5% |
$5.58K - $6.81K
|
2.09K
$234K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111+ 1850.0% |
$12.1K - $14.8K
|
117
$13.1K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-15- 0.9% |
$1.64K - $2K
|
1.66K
$185K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 3.85% |
$109 - $134
|
27
$3.02K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 33.0% |
$3.61K - $4.41K
|
133
$14.9K
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-44- 35.2% |
$4.81K - $5.87K
|
81
$9.05K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
539+ 32.85% |
$59K - $72K
|
2.18K
$244K
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-644- 4.24% |
$70.4K - $86K
|
14.6K
$1.63M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
263+ 11.23% |
$28.8K - $35.1K
|
2.6K
$291K
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
74New |
$8.09K - $9.88K
|
74
$8.27K
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21.3KNew |
$2.33M - $2.85M
|
21.3K
$2.38M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
214+ 2.87% |
$23.4K - $28.6K
|
7.67K
$857K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
418+ 4.3% |
$45.7K - $55.8K
|
10.1K
$1.13M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23- 7.85% |
$2.52K - $3.07K
|
270
$30.2K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-38- 1.9% |
$4.16K - $5.07K
|
1.97K
$220K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-966- 6.68% |
$106K - $129K
|
13.5K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
835New |
$91.3K - $111K
|
835
$93.3K
|