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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
57+ 0.47% |
$5.38K - $7.11K
|
12.2K
$1.25M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
56+ 0.79% |
$5.29K - $6.98K
|
7.16K
$732K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
55+ 0.96% |
$5.19K - $6.86K
|
5.77K
$590K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
54+ 2.72% |
$5.1K - $6.73K
|
2.04K
$209K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
54New |
$5.1K - $6.73K
|
54
$5.53K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
53+ 1.82% |
$5K - $6.61K
|
2.96K
$303K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 5.35% |
$5K - $6.61K
|
1.04K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
51+ 2.06% |
$4.81K - $6.36K
|
2.52K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 0.8% |
$4.81K - $6.36K
|
6.41K
$655K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
51+ 4.38% |
$4.81K - $6.36K
|
1.22K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 1.08% |
$4.72K - $6.23K
|
4.67K
$478K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
50New |
$4.72K - $6.23K
|
50
$5.12K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
49+ 0.14% |
$4.63K - $6.11K
|
35.9K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
49+ 1.21% |
$4.63K - $6.11K
|
4.08K
$418K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
47New |
$4.44K - $5.86K
|
47
$4.81K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
46+ 24.47% |
$4.34K - $5.73K
|
234
$23.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
45+ 0.96% |
$4.25K - $5.61K
|
4.73K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
45+ 0.19% |
$4.25K - $5.61K
|
23.4K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 1.24% |
$4.25K - $5.61K
|
3.68K
$377K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
43+ 1.04% |
$4.06K - $5.36K
|
4.17K
$427K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
40+ 2.15% |
$3.78K - $4.99K
|
1.9K
$195K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
40+ 0.48% |
$3.78K - $4.99K
|
8.33K
$853K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
40+ 2.0% |
$3.78K - $4.99K
|
2.04K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
39+ 1.23% |
$3.68K - $4.86K
|
3.21K
$328K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
38+ 0.23% |
$3.59K - $4.74K
|
16.3K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 0.87% |
$3.49K - $4.61K
|
4.28K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
36+ 1.14% |
$3.4K - $4.49K
|
3.21K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.87% |
$3.11K - $4.11K
|
3.81K
$390K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
32+ 0.15% |
$3.02K - $3.99K
|
21.3K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
31+ 0.26% |
$2.93K - $3.86K
|
12.2K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
31+ 0.14% |
$2.93K - $3.86K
|
21.9K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
31+ 0.44% |
$2.93K - $3.86K
|
7.11K
$728K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
30+ 0.57% |
$2.83K - $3.74K
|
5.32K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
30New |
$2.83K - $3.74K
|
30
$3.07K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
29+ 25.44% |
$2.74K - $3.61K
|
143
$14.6K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29+ 1.75% |
$2.74K - $3.61K
|
1.69K
$172K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 0.9% |
$2.64K - $3.49K
|
3.12K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
27+ 0.76% |
$2.55K - $3.37K
|
3.58K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
27+ 0.11% |
$2.55K - $3.37K
|
23.6K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
25+ 0.92% |
$2.36K - $3.12K
|
2.75K
$281K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
24+ 30.77% |
$2.27K - $2.99K
|
102
$10.4K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
24+ 0.79% |
$2.27K - $2.99K
|
3.06K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22New |
$2.08K - $2.74K
|
22
$2.25K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
22+ 0.65% |
$2.08K - $2.74K
|
3.4K
$348K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
22+ 0.81% |
$2.08K - $2.74K
|
2.75K
$281K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.86% |
$1.98K - $2.62K
|
2.45K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
21+ 0.84% |
$1.98K - $2.62K
|
2.52K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
21+ 0.66% |
$1.98K - $2.62K
|
3.21K
$329K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
20+ 0.15% |
$1.89K - $2.49K
|
13.4K
$1.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.99% |
$1.89K - $2.49K
|
2.03K
$208K
|