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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
109New |
$10.3K - $13.6K
|
109
$11.2K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
105+ 3.7% |
$9.91K - $13.1K
|
2.94K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
104+ 3.28% |
$9.82K - $13K
|
3.28K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
103+ 5.33% |
$9.72K - $12.8K
|
2.04K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
101+ 1.49% |
$9.53K - $12.6K
|
6.88K
$704K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
100+ 40.16% |
$9.44K - $12.5K
|
349
$35.7K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 5.88% |
$9.44K - $12.5K
|
1.8K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
100+ 0.47% |
$9.44K - $12.5K
|
21.3K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
100+ 0.96% |
$9.44K - $12.5K
|
10.6K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 4.25% |
$9.44K - $12.5K
|
2.45K
$251K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
99+ 3.2% |
$9.34K - $12.3K
|
3.19K
$327K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
99+ 0.86% |
$9.34K - $12.3K
|
11.5K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
98+ 1.38% |
$9.25K - $12.2K
|
7.18K
$735K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
97+ 107.78% |
$9.16K - $12.1K
|
187
$19.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
97+ 2.71% |
$9.16K - $12.1K
|
3.67K
$376K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
95New |
$8.97K - $11.8K
|
95
$9.72K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
95+ 0.11% |
$8.97K - $11.8K
|
87.9K
$8.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
94+ 4.3% |
$8.87K - $11.7K
|
2.28K
$233K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
93+ 2.72% |
$8.78K - $11.6K
|
3.51K
$359K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
93New |
$8.78K - $11.6K
|
93
$9.52K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
92+ 2.85% |
$8.68K - $11.5K
|
3.32K
$340K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
90+ 0.22% |
$8.5K - $11.2K
|
40.5K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
90+ 2.45% |
$8.5K - $11.2K
|
3.76K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
89+ 2.22% |
$8.4K - $11.1K
|
4.09K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
89+ 2.06% |
$8.4K - $11.1K
|
4.42K
$452K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
88+ 4.21% |
$8.31K - $11K
|
2.18K
$223K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
85+ 4.2% |
$8.02K - $10.6K
|
2.11K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
81New |
$7.65K - $10.1K
|
81
$8.29K
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
81+ 1.93% |
$7.65K - $10.1K
|
4.27K
$437K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
78+ 1.79% |
$7.36K - $9.72K
|
4.43K
$453K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
78+ 0.17% |
$7.36K - $9.72K
|
44.7K
$4.57M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
75+ 0.38% |
$7.08K - $9.35K
|
19.8K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
74+ 0.3% |
$6.98K - $9.22K
|
24.4K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
73+ 1.55% |
$6.89K - $9.1K
|
4.78K
$489K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
71+ 4.62% |
$6.7K - $8.85K
|
1.61K
$165K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 0.13% |
$6.7K - $8.85K
|
55.6K
$5.69M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.51% |
$6.7K - $8.85K
|
13.9K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
70+ 0.26% |
$6.61K - $8.73K
|
27.3K
$2.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
69+ 2.39% |
$6.51K - $8.6K
|
2.96K
$303K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
68+ 17.71% |
$6.42K - $8.48K
|
452
$46.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
68+ 0.79% |
$6.42K - $8.48K
|
8.66K
$886K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
67+ 3.35% |
$6.32K - $8.35K
|
2.07K
$211K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
67+ 5.01% |
$6.32K - $8.35K
|
1.4K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
66+ 0.12% |
$6.23K - $8.23K
|
54.8K
$5.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
65+ 0.75% |
$6.14K - $8.1K
|
8.73K
$893K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65+ 2.24% |
$6.14K - $8.1K
|
2.97K
$304K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
64+ 0.64% |
$6.04K - $7.98K
|
10K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
64+ 0.85% |
$6.04K - $7.98K
|
7.63K
$780K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
60+ 2.61% |
$5.66K - $7.48K
|
2.36K
$241K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
58+ 11.6% |
$5.47K - $7.23K
|
558
$57.1K
|