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 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
146New |
$14.6K - $18.2K
|
146
$16.3K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.71KNew |
$172K - $213K
|
1.71K
$192K
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.74KNew |
$175K - $217K
|
1.74K
$194K
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.29KNew |
$330K - $409K
|
3.29K
$367K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-50- 1.44% |
$5.02K - $6.23K
|
3.42K
$383K
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-52- 16.46% |
$5.22K - $6.47K
|
264
$29.5K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-101- 3.15% |
$10.1K - $12.6K
|
3.11K
$347K
|
|
Oct 19, 2023
Q3 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
17KNew |
$1.71M - $2.12M
|
17K
$1.9M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-247- 11.76% |
$24.8K - $30.8K
|
1.85K
$207K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.24K+ 48.72% |
$124K - $154K
|
3.78K
$422K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
300+ 211.27% |
$30.1K - $37.4K
|
442
$49.4K
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
80+ 1.87% |
$8.03K - $9.96K
|
4.36K
$488K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.72KNew |
$172K - $214K
|
1.72K
$192K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.4K- 30.42% |
$140K - $174K
|
3.2K
$358K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.08K+ 2.96% |
$109K - $135K
|
37.7K
$4.21M
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$190K - $236K
|
1.9K
$212K
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$100 - $125
|
3.1K
$347K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$608K - $755K
|
6.06K
$677K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
2.92KNew |
$293K - $363K
|
2.92K
$326K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.91K - $3.61K
|
29
$3.24K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
234New |
$23.5K - $29.1K
|
234
$26.1K
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-250- 8.26% |
$25.1K - $31.1K
|
2.78K
$310K
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-508- 19.86% |
$51K - $63.2K
|
2.05K
$229K
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
329New |
$33K - $41K
|
329
$36.8K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
362New |
$36.3K - $45.1K
|
362
$40.5K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
1.72KNew |
$172K - $214K
|
1.72K
$192K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-446- 6.2% |
$44.8K - $55.5K
|
6.75K
$754K
|
|
Q2 2023 | |||||||
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
675+ 126.17% |
$64.9K - $73.6K
|
1.21K
$135K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 45.59% |
$2.98K - $3.38K
|
37
$4.13K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-45.9K- 59.88% |
$4.41M - $5.01M
|
30.8K
$3.44M
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-223- 96.96% |
$21.4K - $24.3K
|
7
$782
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
30.3KNew |
$2.91M - $3.3M
|
30.3K
$3.38M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
67New |
$6.44K - $7.31K
|
67
$7.49K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.17K- 53.93% |
$305K - $346K
|
2.71K
$303K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
61New |
$5.86K - $6.65K
|
61
$6.82K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
394New |
$37.9K - $43K
|
394
$44K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
556New |
$53.4K - $60.6K
|
556
$62.1K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-169- 1.29% |
$16.2K - $18.4K
|
12.9K
$1.44M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 16.81% |
$48K - $54.5K
|
3.48K
$388K
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4.85KNew |
$466K - $529K
|
4.85K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
40.7KNew |
$3.91M - $4.44M
|
40.7K
$4.55M
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-300- 13.39% |
$28.8K - $32.7K
|
1.94K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-11.7K- 73.04% |
$1.13M - $1.28M
|
4.32K
$483K
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
40.7KNew |
$3.91M - $4.44M
|
40.7K
$4.55M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-120- 5.72% |
$11.5K - $13.1K
|
1.98K
$221K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-818- 34.08% |
$78.6K - $89.2K
|
1.58K
$177K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
149+ 98.68% |
$14.3K - $16.2K
|
300
$33.5K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-16.1K- 71.23% |
$1.55M - $1.76M
|
6.51K
$727K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
20.8K+ 79.69% |
$2M - $2.27M
|
46.9K
$5.24M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-931- 0.35% |
$89.5K - $102K
|
265K
$29.6M
|