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 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
22+ 0.65% |
$2.08K - $2.74K
|
3.4K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
22+ 0.81% |
$2.08K - $2.74K
|
2.75K
$269K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
21+ 0.86% |
$1.98K - $2.62K
|
2.45K
$240K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
21+ 0.84% |
$1.98K - $2.62K
|
2.52K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
21+ 0.66% |
$1.98K - $2.62K
|
3.21K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
20+ 0.15% |
$1.89K - $2.49K
|
13.4K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.99% |
$1.89K - $2.49K
|
2.03K
$199K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.39% |
$1.79K - $2.37K
|
4.85K
$475K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.54% |
$1.6K - $2.12K
|
3.19K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17+ 0.05% |
$1.6K - $2.12K
|
32K
$3.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
16+ 1.6% |
$1.51K - $1.99K
|
1.02K
$99.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
16+ 0.39% |
$1.51K - $1.99K
|
4.15K
$406K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
16+ 0.07% |
$1.51K - $1.99K
|
21.7K
$2.13M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
16+ 0.46% |
$1.51K - $1.99K
|
3.46K
$339K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16New |
$1.51K - $1.99K
|
16
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.53% |
$1.51K - $1.99K
|
3.05K
$299K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16+ 1.99% |
$1.51K - $1.99K
|
821
$80.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
BUY
|
- |
15+ 0.24% |
$1.42K - $1.87K
|
6.15K
$603K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
15+ 0.21% |
$1.42K - $1.87K
|
7.03K
$688K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.66% |
$1.42K - $1.87K
|
2.3K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
15+ 0.29% |
$1.42K - $1.87K
|
5.11K
$501K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
15+ 0.53% |
$1.42K - $1.87K
|
2.86K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.18% |
$1.42K - $1.87K
|
8.26K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14+ 0.29% |
$1.32K - $1.75K
|
4.83K
$473K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
13+ 0.6% |
$1.23K - $1.62K
|
2.18K
$214K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.45% |
$1.23K - $1.62K
|
2.89K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.49% |
$1.23K - $1.62K
|
2.64K
$259K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.14% |
$1.23K - $1.62K
|
9.34K
$914K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
13+ 0.41% |
$1.23K - $1.62K
|
3.21K
$314K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
13New |
$1.23K - $1.62K
|
13
$1.27K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.46% |
$1.13K - $1.5K
|
2.62K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$1.13K - $1.5K
|
1.15K
$112K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
12+ 300.0% |
$1.13K - $1.5K
|
16
$1.57K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
12+ 0.46% |
$1.13K - $1.5K
|
2.62K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.48% |
$1.04K - $1.37K
|
2.3K
$225K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 0.58% |
$944 - $1.25K
|
1.74K
$170K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 1.0% |
$944 - $1.25K
|
1.02K
$99.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
10New |
$944 - $1.25K
|
10
$979
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 11.63% |
$944 - $1.25K
|
96
$9.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.17% |
$850 - $1.12K
|
5.41K
$529K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.13% |
$850 - $1.12K
|
7.02K
$687K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
8+ 0.32% |
$755 - $997
|
2.48K
$243K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.17% |
$755 - $997
|
4.83K
$473K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 0.43% |
$661 - $873
|
1.63K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7+ 0.24% |
$661 - $873
|
2.9K
$284K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7+ 0.23% |
$661 - $873
|
3.1K
$303K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6+ 0.37% |
$566 - $748
|
1.64K
$160K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$566 - $748
|
5.01K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6+ 0.1% |
$566 - $748
|
5.8K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$472 - $623
|
9.74K
$954K
|