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 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.77KNew |
$189K - $225K
|
1.77K
$164K
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.62KNew |
$173K - $206K
|
1.62K
$150K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-137- 1.56% |
$14.6K - $17.4K
|
8.67K
$804K
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-18.2K- 5.25% |
$1.94M - $2.31M
|
328K
$30.4M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.75KNew |
$187K - $222K
|
1.75K
$162K
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150+ 150.0% |
$16K - $19.1K
|
250
$23.2K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
262New |
$28K - $33.3K
|
262
$24.3K
|
|
May 06, 2024
Q1 2024
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
60KNew |
$6.42M - $7.64M
|
60K
$5.57M
|
|
May 06, 2024
Q1 2024
|
Loews Corp
New York, NY |
BUY
|
- |
60KNew |
$6.42M - $7.64M
|
60K
$5.57M
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.66KNew |
$178K - $211K
|
1.66K
$154K
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
60+ 3.44% |
$6.42K - $7.64K
|
1.81K
$168K
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.37K- 24.12% |
$146K - $174K
|
4.31K
$400K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.18KNew |
$233K - $278K
|
2.18K
$203K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
47+ 0.81% |
$5.03K - $5.98K
|
5.88K
$546K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 3.18% |
$10.7K - $12.7K
|
3.04K
$282K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.24K- 73.48% |
$667K - $794K
|
2.25K
$209K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$235K - $279K
|
2.2K
$204K
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-12.4K- 20.37% |
$1.32M - $1.57M
|
48.3K
$4.48M
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-2- 0.06% |
$214 - $255
|
3.12K
$290K
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.71KNew |
$182K - $217K
|
1.71K
$158K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.74KNew |
$186K - $221K
|
1.74K
$161K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
624+ 2.72% |
$66.7K - $79.4K
|
23.6K
$2.19M
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$148K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.66KNew |
$1.03M - $1.23M
|
9.66K
$896K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
878+ 23.0% |
$93.9K - $112K
|
4.7K
$436K
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.62KNew |
$173K - $206K
|
1.62K
$150K
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-277- 13.68% |
$29.6K - $35.3K
|
1.75K
$162K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-3.51K- 41.96% |
$375K - $447K
|
4.86K
$451K
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.7KNew |
$182K - $217K
|
1.7K
$158K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
137New |
$14.6K - $17.4K
|
137
$12.7K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
570+ 2.29% |
$61K - $72.5K
|
25.4K
$2.36M
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-313- 11.17% |
$33.5K - $39.8K
|
2.49K
$231K
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-98- 5.62% |
$10.5K - $12.5K
|
1.65K
$153K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5- 0.23% |
$535 - $636
|
2.13K
$197K
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-230- 11.87% |
$24.6K - $29.3K
|
1.71K
$158K
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$148K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-161- 8.89% |
$17.2K - $20.5K
|
1.65K
$153K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-106- 0.43% |
$11.3K - $13.5K
|
24.7K
$2.29M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
62+ 0.52% |
$6.63K - $7.89K
|
12.1K
$1.12M
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
944+ 14.3% |
$101K - $120K
|
7.55K
$700K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
148+ 6.42% |
$15.8K - $18.8K
|
2.45K
$228K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.7KNew |
$182K - $216K
|
1.7K
$158K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-84.8K- 97.58% |
$9.07M - $10.8M
|
2.1K
$195K
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.13KNew |
$762K - $907K
|
7.13K
$662K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65New |
$6.95K - $8.27K
|
65
$6.03K
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$148K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.69KNew |
$180K - $215K
|
1.69K
$157K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.56% |
$2.78K - $3.31K
|
4.65K
$431K
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.78KNew |
$190K - $226K
|
1.78K
$165K
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2K- 10.53% |
$214K - $255K
|
17K
$1.58M
|