Purchases and Sales Made in Q1 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2024. 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 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150+ 150.0% |
$16K - $19.1K
|
250
$23.9K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
149+ 0.37% |
$15.9K - $19K
|
40.3K
$3.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
148+ 1.79% |
$15.8K - $18.8K
|
8.42K
$805K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
148+ 6.42% |
$15.8K - $18.8K
|
2.45K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
147+ 6.48% |
$15.7K - $18.7K
|
2.42K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
146+ 6.94% |
$15.6K - $18.6K
|
2.25K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
146+ 7.89% |
$15.6K - $18.6K
|
2K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
146+ 13.75% |
$15.6K - $18.6K
|
1.21K
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
145+ 2.8% |
$15.5K - $18.5K
|
5.33K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
143+ 14.82% |
$15.3K - $18.2K
|
1.11K
$106K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 1.48% |
$15.2K - $18.1K
|
9.72K
$930K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
141+ 1.93% |
$15.1K - $17.9K
|
7.44K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
140+ 1.01% |
$15K - $17.8K
|
14K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
138+ 3.5% |
$14.8K - $17.6K
|
4.08K
$390K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
137New |
$14.6K - $17.4K
|
137
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
136+ 6.83% |
$14.5K - $17.3K
|
2.13K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
135+ 7.2% |
$14.4K - $17.2K
|
2.01K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
133+ 6.77% |
$14.2K - $16.9K
|
2.1K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
133+ 2.87% |
$14.2K - $16.9K
|
4.76K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
131+ 2.32% |
$14K - $16.7K
|
5.77K
$552K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
127+ 0.76% |
$13.6K - $16.2K
|
16.9K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
125+ 5.27% |
$13.4K - $15.9K
|
2.5K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.45% |
$13.4K - $15.9K
|
27.6K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
125+ 4.16% |
$13.4K - $15.9K
|
3.13K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
125+ 2.37% |
$13.4K - $15.9K
|
5.39K
$515K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
125+ 4.82% |
$13.4K - $15.9K
|
2.72K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
122+ 3.64% |
$13K - $15.5K
|
3.48K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
121+ 5.45% |
$12.9K - $15.4K
|
2.34K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
121+ 5.89% |
$12.9K - $15.4K
|
2.18K
$208K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
116+ 1.59% |
$12.4K - $14.8K
|
7.43K
$710K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
110+ 3.53% |
$11.8K - $14K
|
3.23K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
110+ 0.58% |
$11.8K - $14K
|
19.1K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
110+ 5.97% |
$11.8K - $14K
|
1.95K
$187K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 5.83% |
$11.8K - $14K
|
2K
$191K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
110+ 5.83% |
$11.8K - $14K
|
2K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
109+ 16.24% |
$11.7K - $13.9K
|
780
$74.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
108+ 0.33% |
$11.5K - $13.7K
|
32.6K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 0.3% |
$11.1K - $13.2K
|
34.8K
$3.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
103+ 3.63% |
$11K - $13.1K
|
2.94K
$281K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
103+ 3.56% |
$11K - $13.1K
|
3K
$287K
|
|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
103+ 0.61% |
$11K - $13.1K
|
16.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
102+ 0.04% |
$10.9K - $13K
|
245K
$23.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
101+ 0.45% |
$10.8K - $12.9K
|
22.5K
$2.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
101+ 5.56% |
$10.8K - $12.9K
|
1.92K
$183K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
100+ 2.96% |
$10.7K - $12.7K
|
3.48K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
100+ 0.77% |
$10.7K - $12.7K
|
13K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
100+ 0.32% |
$10.7K - $12.7K
|
31.6K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 2.74% |
$10.7K - $12.7K
|
3.75K
$359K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100+ 232.56% |
$10.7K - $12.7K
|
143
$13.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
100+ 3.96% |
$10.7K - $12.7K
|
2.62K
$251K
|