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 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
90+ 2.72% |
$9.62K - $11.5K
|
3.4K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
86+ 22.11% |
$9.2K - $10.9K
|
475
$48.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
85+ 3.96% |
$9.09K - $10.8K
|
2.23K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
83+ 4.21% |
$8.88K - $10.6K
|
2.05K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
82+ 45.81% |
$8.77K - $10.4K
|
261
$26.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
77+ 2.17% |
$8.23K - $9.8K
|
3.63K
$368K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
75+ 1.65% |
$8.02K - $9.55K
|
4.63K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75+ 1.76% |
$8.02K - $9.55K
|
4.33K
$439K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73+ 3.18% |
$7.81K - $9.29K
|
2.37K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
73+ 54.89% |
$7.81K - $9.29K
|
206
$20.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
72+ 0.49% |
$7.7K - $9.16K
|
14.6K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
71+ 1.11% |
$7.59K - $9.04K
|
6.47K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
70New |
$7.49K - $8.91K
|
70
$7.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
70+ 1.58% |
$7.49K - $8.91K
|
4.51K
$458K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 20.0% |
$7.49K - $8.91K
|
420
$42.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
68+ 1.01% |
$7.27K - $8.66K
|
6.82K
$692K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
67+ 1.72% |
$7.16K - $8.53K
|
3.97K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
67+ 0.66% |
$7.16K - $8.53K
|
10.2K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
66+ 0.28% |
$7.06K - $8.4K
|
23.8K
$2.41M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
66+ 3.36% |
$7.06K - $8.4K
|
2.03K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65New |
$6.95K - $8.27K
|
65
$6.59K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
65+ 0.8% |
$6.95K - $8.27K
|
8.23K
$835K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
64+ 0.28% |
$6.84K - $8.15K
|
23K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 0.35% |
$6.84K - $8.15K
|
18.2K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
64+ 0.02% |
$6.84K - $8.15K
|
260K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
64+ 3.18% |
$6.84K - $8.15K
|
2.08K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
63New |
$6.74K - $8.02K
|
63
$6.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
63+ 1.01% |
$6.74K - $8.02K
|
6.27K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
63+ 23.33% |
$6.74K - $8.02K
|
333
$33.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
62+ 2.97% |
$6.63K - $7.89K
|
2.15K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
62+ 0.52% |
$6.63K - $7.89K
|
12.1K
$1.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
61+ 1.94% |
$6.52K - $7.76K
|
3.2K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
60+ 3.44% |
$6.42K - $7.64K
|
1.81K
$183K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
57+ 2.95% |
$6.1K - $7.25K
|
1.99K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
57+ 0.14% |
$6.1K - $7.25K
|
39.8K
$4.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
56+ 2.94% |
$5.99K - $7.13K
|
1.96K
$199K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
55+ 2.56% |
$5.88K - $7K
|
2.21K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
55+ 2.81% |
$5.88K - $7K
|
2.01K
$204K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
54+ 1.57% |
$5.77K - $6.87K
|
3.5K
$355K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
53+ 0.46% |
$5.67K - $6.75K
|
11.5K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53+ 3.07% |
$5.67K - $6.75K
|
1.78K
$181K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
52+ 3.24% |
$5.56K - $6.62K
|
1.66K
$168K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
52+ 1.24% |
$5.56K - $6.62K
|
4.26K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
51+ 1.28% |
$5.45K - $6.49K
|
4.03K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
51+ 0.59% |
$5.45K - $6.49K
|
8.65K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 200.0% |
$5.35K - $6.36K
|
75
$7.61K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 0.55% |
$5.35K - $6.36K
|
9.14K
$927K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
49+ 0.98% |
$5.24K - $6.24K
|
5.07K
$514K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49+ 0.84% |
$5.24K - $6.24K
|
5.91K
$600K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$5.24K - $6.24K
|
49
$4.97K
|