Purchases and Sales Made in Q1 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2023. The information is specifically focused on institutions that hold shares of CONOCOPHILLIPS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
454+ 6.73% |
$42.9K - $56.6K
|
7.2K
$737K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
452+ 0.18% |
$42.7K - $56.3K
|
257K
$26.3M
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
450+ 1.06% |
$42.5K - $56.1K
|
43K
$4.4M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
444+ 14.17% |
$41.9K - $55.3K
|
3.58K
$366K
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
441+ 3.65% |
$41.6K - $55K
|
12.5K
$1.28M
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
436+ 3.11% |
$41.2K - $54.3K
|
14.5K
$1.48M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
433+ 19.66% |
$40.9K - $54K
|
2.64K
$270K
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
430+ 5.36% |
$40.6K - $53.6K
|
8.46K
$865K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
429+ 11.46% |
$40.5K - $53.5K
|
4.17K
$427K
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
426+ 1.81% |
$40.2K - $53.1K
|
24K
$2.46M
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
415+ 3.2% |
$39.2K - $51.7K
|
13.4K
$1.37M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
410+ 21.9% |
$38.7K - $51.1K
|
2.28K
$233K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
410+ 1.78% |
$38.7K - $51.1K
|
23.4K
$2.4M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
401+ 3.62% |
$37.9K - $50K
|
11.5K
$1.17M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
400New |
$37.8K - $49.9K
|
400
$40.9K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
398+ 22.01% |
$37.6K - $49.6K
|
2.21K
$226K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
395+ 7.56% |
$37.3K - $49.2K
|
5.62K
$575K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
393+ 2.85% |
$37.1K - $49K
|
14.2K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
392+ 18.93% |
$37K - $48.9K
|
2.46K
$252K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
382+ 8.03% |
$36.1K - $47.6K
|
5.14K
$526K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
377+ 9.03% |
$35.6K - $47K
|
4.55K
$466K
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
375+ 220.59% |
$35.4K - $46.7K
|
545
$55.8K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
371+ 17.8% |
$35K - $46.2K
|
2.46K
$251K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
370+ 3.8% |
$34.9K - $46.1K
|
10.1K
$1.03M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
369+ 1.89% |
$34.8K - $46K
|
19.9K
$2.04M
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
368+ 2.71% |
$34.7K - $45.9K
|
14K
$1.43M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
362New |
$34.2K - $45.1K
|
362
$37K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
360New |
$34K - $44.9K
|
360
$36.8K
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
360+ 1.41% |
$34K - $44.9K
|
25.9K
$2.65M
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
354+ 5.02% |
$33.4K - $44.1K
|
7.41K
$758K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
352+ 9.55% |
$33.2K - $43.9K
|
4.04K
$413K
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
348+ 11.91% |
$32.8K - $43.4K
|
3.27K
$334K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
347+ 18.46% |
$32.8K - $43.3K
|
2.23K
$228K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
339+ 5.7% |
$32K - $42.3K
|
6.29K
$644K
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
334+ 3.62% |
$31.5K - $41.6K
|
9.57K
$979K
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
333+ 10.63% |
$31.4K - $41.5K
|
3.47K
$355K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
333+ 5.46% |
$31.4K - $41.5K
|
6.43K
$658K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
320+ 3.87% |
$30.2K - $39.9K
|
8.6K
$880K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
320+ 20.74% |
$30.2K - $39.9K
|
1.86K
$191K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313+ 4.06% |
$29.5K - $39K
|
8.02K
$821K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
310+ 1.11% |
$29.3K - $38.6K
|
28.1K
$2.88M
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
303+ 5.79% |
$28.6K - $37.8K
|
5.53K
$566K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
295+ 8.21% |
$27.8K - $36.8K
|
3.89K
$398K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
291+ 8.23% |
$27.5K - $36.3K
|
3.83K
$392K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
290+ 1.31% |
$27.4K - $36.1K
|
22.4K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
286+ 7.19% |
$27K - $35.6K
|
4.26K
$436K
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
286+ 8.58% |
$27K - $35.6K
|
3.62K
$371K
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
283+ 4.69% |
$26.7K - $35.3K
|
6.31K
$646K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
279+ 91.78% |
$26.3K - $34.8K
|
583
$59.7K
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
276+ 1.16% |
$26.1K - $34.4K
|
24.1K
$2.47M
|