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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
53+ 3.07% |
$5.67K - $6.75K
|
1.78K
$170K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
52+ 3.24% |
$5.56K - $6.62K
|
1.66K
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
52+ 1.24% |
$5.56K - $6.62K
|
4.26K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
51+ 1.28% |
$5.45K - $6.49K
|
4.03K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
51+ 0.59% |
$5.45K - $6.49K
|
8.65K
$827K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 200.0% |
$5.35K - $6.36K
|
75
$7.17K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 0.55% |
$5.35K - $6.36K
|
9.14K
$873K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
49+ 0.98% |
$5.24K - $6.24K
|
5.07K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
49+ 0.84% |
$5.24K - $6.24K
|
5.91K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
49New |
$5.24K - $6.24K
|
49
$4.69K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
49New |
$5.24K - $6.24K
|
49
$4.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
48+ 2.06% |
$5.13K - $6.11K
|
2.38K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
48+ 0.84% |
$5.13K - $6.11K
|
5.73K
$548K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
47+ 0.81% |
$5.03K - $5.98K
|
5.88K
$562K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
46+ 1.92% |
$4.92K - $5.85K
|
2.44K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
44+ 0.38% |
$4.7K - $5.6K
|
11.7K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
44+ 50.57% |
$4.7K - $5.6K
|
131
$12.5K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
43+ 0.7% |
$4.6K - $5.47K
|
6.15K
$588K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
43+ 1.34% |
$4.6K - $5.47K
|
3.26K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43+ 0.98% |
$4.6K - $5.47K
|
4.44K
$425K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
41+ 3.96% |
$4.38K - $5.22K
|
1.08K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
41+ 0.53% |
$4.38K - $5.22K
|
7.71K
$737K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
37+ 1.88% |
$3.96K - $4.71K
|
2.01K
$192K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
37+ 0.4% |
$3.96K - $4.71K
|
9.24K
$884K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
36+ 0.1% |
$3.85K - $4.58K
|
36.6K
$3.5M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
36New |
$3.85K - $4.58K
|
36
$3.44K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
36+ 1.24% |
$3.85K - $4.58K
|
2.95K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
35+ 0.67% |
$3.74K - $4.45K
|
5.3K
$506K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
33+ 0.46% |
$3.53K - $4.2K
|
7.24K
$692K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
32+ 1.62% |
$3.42K - $4.07K
|
2.01K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
32+ 1.8% |
$3.42K - $4.07K
|
1.81K
$173K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30+ 5.14% |
$3.21K - $3.82K
|
614
$58.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
30+ 0.51% |
$3.21K - $3.82K
|
5.92K
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
30+ 1.05% |
$3.21K - $3.82K
|
2.9K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30+ 0.59% |
$3.21K - $3.82K
|
5.09K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
30+ 1.74% |
$3.21K - $3.82K
|
1.76K
$168K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
30+ 0.1% |
$3.21K - $3.82K
|
31.4K
$3M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
30New |
$3.21K - $3.82K
|
30
$2.87K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
29+ 0.43% |
$3.1K - $3.69K
|
6.74K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28+ 2.79% |
$2.99K - $3.56K
|
1.03K
$98.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 1.65% |
$2.78K - $3.31K
|
1.6K
$153K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
26+ 0.91% |
$2.78K - $3.31K
|
2.87K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
25+ 0.58% |
$2.67K - $3.18K
|
4.35K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 8.65% |
$2.67K - $3.18K
|
314
$30K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.57% |
$2.67K - $3.18K
|
4.42K
$422K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
25+ 18.8% |
$2.67K - $3.18K
|
158
$15.1K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
24+ 0.66% |
$2.57K - $3.05K
|
3.64K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
24+ 0.69% |
$2.57K - $3.05K
|
3.5K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
23+ 0.91% |
$2.46K - $2.93K
|
2.56K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.16% |
$2.35K - $2.8K
|
13.9K
$1.33M
|