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 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
16+ 0.61% |
$1.71K - $2.04K
|
2.63K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
16+ 0.2% |
$1.71K - $2.04K
|
8.16K
$864K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 0.58% |
$1.71K - $2.04K
|
2.8K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
15+ 0.66% |
$1.6K - $1.91K
|
2.3K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
14+ 0.34% |
$1.5K - $1.78K
|
4.11K
$435K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.27% |
$1.5K - $1.78K
|
5.18K
$548K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.53% |
$1.5K - $1.78K
|
2.67K
$283K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 4.39% |
$1.5K - $1.78K
|
333
$35.2K
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
14+ 0.29% |
$1.5K - $1.78K
|
4.78K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.53% |
$1.28K - $1.53K
|
2.26K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 9.16% |
$1.28K - $1.53K
|
143
$15.1K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12+ 48.0% |
$1.28K - $1.53K
|
37
$3.92K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.23% |
$1.18K - $1.4K
|
4.76K
$504K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
11+ 7.53% |
$1.18K - $1.4K
|
157
$16.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
10+ 0.2% |
$1.07K - $1.27K
|
5.1K
$540K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.5% |
$1.07K - $1.27K
|
2K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
10+ 0.46% |
$1.07K - $1.27K
|
2.19K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10New |
$1.07K - $1.27K
|
10
$1.06K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.3% |
$962 - $1.15K
|
3.05K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.45% |
$962 - $1.15K
|
2K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.36% |
$962 - $1.15K
|
2.51K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.42% |
$962 - $1.15K
|
2.17K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.76% |
$855 - $1.02K
|
1.05K
$112K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.04% |
$855 - $1.02K
|
20.6K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8+ 0.47% |
$855 - $1.02K
|
1.72K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
8+ 0.32% |
$855 - $1.02K
|
2.49K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 0.74% |
$855 - $1.02K
|
1.08K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.32% |
$855 - $1.02K
|
2.49K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 44.44% |
$855 - $1.02K
|
26
$2.75K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8+ 0.18% |
$855 - $1.02K
|
4.52K
$478K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$749 - $891
|
5.23K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7+ 0.09% |
$749 - $891
|
7.52K
$796K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7+ 0.32% |
$749 - $891
|
2.22K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
7+ 0.16% |
$749 - $891
|
4.28K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 0.35% |
$749 - $891
|
1.99K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
6+ 0.11% |
$642 - $764
|
5.59K
$591K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
6+ 0.27% |
$642 - $764
|
2.24K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.75% |
$642 - $764
|
804
$85.1K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6New |
$642 - $764
|
6
$635
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.04% |
$642 - $764
|
14.2K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$642 - $764
|
6
$635
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 4.05% |
$642 - $764
|
154
$16.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 0.01% |
$535 - $636
|
45.4K
$4.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5+ 0.07% |
$535 - $636
|
7.1K
$751K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$535 - $636
|
2.31K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5+ 0.28% |
$535 - $636
|
1.79K
$189K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 0.77% |
$535 - $636
|
652
$69K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4+ 0.14% |
$428 - $509
|
2.87K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4+ 0.1% |
$428 - $509
|
4.17K
$442K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4+ 4.0% |
$428 - $509
|
104
$11K
|