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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.02% |
$107 - $127
|
4.12K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
18.8KNew |
$2.01M - $2.4M
|
18.8K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
19.5KNew |
$2.09M - $2.49M
|
19.5K
$2.18M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.81KNew |
$194K - $231K
|
1.81K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.48KNew |
$479K - $570K
|
4.48K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.77KNew |
$189K - $225K
|
1.77K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-226- 7.42% |
$24.2K - $28.8K
|
2.82K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.37K+ 60.88% |
$147K - $175K
|
3.62K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
36New |
$3.85K - $4.58K
|
36
$4.02K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.62KNew |
$173K - $206K
|
1.62K
$181K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-137- 1.56% |
$14.6K - $17.4K
|
8.67K
$968K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 5.25% |
$1.94M - $2.31M
|
328K
$36.6M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75KNew |
$187K - $222K
|
1.75K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150+ 150.0% |
$16K - $19.1K
|
250
$27.9K
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.58KNew |
$169K - $201K
|
1.58K
$177K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
262New |
$28K - $33.3K
|
262
$29.3K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-322- 4.45% |
$34.4K - $41K
|
6.91K
$772K
|
|
|
May 06, 2024
Q1 2024
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
60KNew |
$6.42M - $7.64M
|
60K
$6.71M
|
|
|
May 06, 2024
Q1 2024
|
Loews Corp
New York, NY |
BUY
|
- |
60KNew |
$6.42M - $7.64M
|
60K
$6.71M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.66KNew |
$178K - $211K
|
1.66K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
60+ 3.44% |
$6.42K - $7.64K
|
1.81K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.37K- 24.12% |
$146K - $174K
|
4.31K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-20- 0.45% |
$2.14K - $2.55K
|
4.44K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.18KNew |
$233K - $278K
|
2.18K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
47+ 0.81% |
$5.03K - $5.98K
|
5.88K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-1.04K- 24.12% |
$111K - $132K
|
3.27K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 3.18% |
$10.7K - $12.7K
|
3.04K
$340K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.24K- 73.48% |
$667K - $794K
|
2.25K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$235K - $279K
|
2.2K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-12.4K- 20.37% |
$1.32M - $1.57M
|
48.3K
$5.4M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.27% |
$1.5K - $1.78K
|
5.18K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-2- 0.06% |
$214 - $255
|
3.12K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.68KNew |
$180K - $214K
|
1.68K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-124- 24.85% |
$13.3K - $15.8K
|
375
$41.9K
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
2.22KNew |
$238K - $283K
|
2.22K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.71KNew |
$182K - $217K
|
1.71K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.74KNew |
$186K - $221K
|
1.74K
$194K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
624+ 2.72% |
$66.7K - $79.4K
|
23.6K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-40.2K- 29.65% |
$4.3M - $5.12M
|
95.4K
$10.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-11.8K- 29.14% |
$1.26M - $1.5M
|
28.7K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.66KNew |
$1.03M - $1.23M
|
9.66K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62- 50.0% |
$6.63K - $7.89K
|
62
$6.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
878+ 23.0% |
$93.9K - $112K
|
4.7K
$525K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.62KNew |
$173K - $206K
|
1.62K
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-277- 13.68% |
$29.6K - $35.3K
|
1.75K
$195K
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.39K+ 63.02% |
$149K - $177K
|
3.61K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.77KNew |
$189K - $225K
|
1.77K
$197K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-3.51K- 41.96% |
$375K - $447K
|
4.86K
$543K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.59KNew |
$170K - $202K
|
1.59K
$177K
|