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 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
3+ 0.07% |
$283 - $374
|
4.52K
$463K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
3+ 0.02% |
$283 - $374
|
17.2K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$283 - $374
|
2.82K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$283 - $374
|
2.04K
$209K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3+ 0.06% |
$283 - $374
|
4.88K
$499K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$189 - $249
|
6.47K
$662K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2+ 0.0% |
$189 - $249
|
99.2K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.2% |
$189 - $249
|
1.03K
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2+ 0.08% |
$189 - $249
|
2.44K
$250K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.05% |
$189 - $249
|
3.8K
$388K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.22% |
$189 - $249
|
929
$95.1K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.34% |
$189 - $249
|
584
$59.8K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.06% |
$189 - $249
|
3.3K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$189 - $249
|
5.32K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
2+ 0.06% |
$189 - $249
|
3.52K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.44% |
$189 - $249
|
455
$46.6K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.39% |
$189 - $249
|
517
$52.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$94.4 - $125
|
530
$54.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$94.4 - $125
|
1.56K
$160K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$94.4 - $125
|
2.41K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$94.4 - $125
|
2.7K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 1.75% |
$94.4 - $125
|
58
$5.93K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.72% |
$94.4 - $125
|
140
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$94.4 - $125
|
5.27K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1+ 0.01% |
$94.4 - $125
|
8.99K
$920K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1- 1.56% |
$94.4 - $125
|
63
$6.45K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2- 1.04% |
$189 - $249
|
191
$19.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 2.94% |
$189 - $249
|
66
$6.75K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.54% |
$189 - $249
|
369
$37.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-3- 0.15% |
$283 - $374
|
2.06K
$211K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-3- 0.15% |
$283 - $374
|
2.06K
$211K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.8% |
$283 - $374
|
374
$38.3K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-3- 0.14% |
$283 - $374
|
2.1K
$215K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-4- 0.13% |
$378 - $499
|
3.18K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4- 0.12% |
$378 - $499
|
3.26K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-4- 0.07% |
$378 - $499
|
5.41K
$554K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5- 0.04% |
$472 - $623
|
13.3K
$1.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5- 0.13% |
$472 - $623
|
3.73K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7- 0.2% |
$661 - $873
|
3.49K
$357K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-8- 0.29% |
$755 - $997
|
2.75K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-10- 0.4% |
$944 - $1.25K
|
2.52K
$258K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-11- 0.2% |
$1.04K - $1.37K
|
5.43K
$556K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-12- 0.11% |
$1.13K - $1.5K
|
11K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-12- 0.56% |
$1.13K - $1.5K
|
2.14K
$219K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-13- 0.45% |
$1.23K - $1.62K
|
2.87K
$293K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-13- 0.18% |
$1.23K - $1.62K
|
7.28K
$745K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-13- 0.44% |
$1.23K - $1.62K
|
2.92K
$299K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-14- 0.59% |
$1.32K - $1.75K
|
2.34K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-14- 0.46% |
$1.32K - $1.75K
|
3.01K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-14- 0.6% |
$1.32K - $1.75K
|
2.32K
$237K
|