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 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.38K+ 12.73% |
$255K - $303K
|
21.1K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.38K+ 3.89% |
$254K - $303K
|
63.6K
$5.51M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.36KNew |
$252K - $300K
|
2.36K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$251K - $299K
|
2.35K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.32K+ 65.85% |
$248K - $295K
|
5.83K
$506K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 6.49% |
$248K - $295K
|
38K
$3.29M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.3K+ 12.63% |
$246K - $292K
|
20.5K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.27K+ 30.79% |
$243K - $289K
|
9.66K
$837K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
2.25KNew |
$241K - $286K
|
2.25K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.24K+ 23.2% |
$240K - $285K
|
11.9K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.23K+ 12.27% |
$238K - $283K
|
20.4K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
2.22KNew |
$238K - $283K
|
2.22K
$193K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.22K+ 5.12% |
$237K - $283K
|
45.6K
$3.96M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.2K+ 5.72% |
$235K - $280K
|
40.7K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.2K+ 14.65% |
$235K - $280K
|
17.2K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.2KNew |
$235K - $280K
|
2.2K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.2KNew |
$235K - $280K
|
2.2K
$191K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$235K - $279K
|
2.2K
$190K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.18KNew |
$233K - $278K
|
2.18K
$189K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$231K - $275K
|
2.16K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.15K+ 32.06% |
$230K - $274K
|
8.86K
$768K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$228K - $272K
|
2.14K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.11KNew |
$226K - $269K
|
2.11K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.11KNew |
$226K - $269K
|
2.11K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.1KNew |
$225K - $267K
|
2.1K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.1KNew |
$225K - $267K
|
2.1K
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$224K - $267K
|
2.1K
$182K
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
2.09KNew |
$223K - $265K
|
2.09K
$181K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.08K+ 3.47% |
$222K - $264K
|
61.9K
$5.37M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.06K+ 11.66% |
$220K - $262K
|
19.7K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
BUY
|
- |
2.05K+ 6.85% |
$219K - $261K
|
31.9K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
2.04K+ 4.25% |
$218K - $260K
|
50.1K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.04K+ 4.88% |
$218K - $259K
|
43.8K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.02KNew |
$216K - $257K
|
2.02K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.02K+ 33.12% |
$216K - $257K
|
8.13K
$705K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.02KNew |
$216K - $257K
|
2.02K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.02K+ 6.71% |
$215K - $256K
|
32K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.01K+ 18.79% |
$215K - $256K
|
12.7K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2KNew |
$214K - $255K
|
2K
$174K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2K+ 3.01% |
$214K - $255K
|
68.5K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
BUY
|
- |
2K+ 12.0% |
$214K - $255K
|
18.7K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
2K+ 4.95% |
$214K - $254K
|
42.4K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.99KNew |
$213K - $253K
|
1.99K
$172K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1.96K+ 221.52% |
$209K - $249K
|
2.84K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.95K+ 3.41% |
$209K - $248K
|
59.2K
$5.13M
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.95K+ 20.05% |
$208K - $248K
|
11.6K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.91KNew |
$204K - $243K
|
1.91K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.89KNew |
$202K - $240K
|
1.89K
$164K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
1.88KNew |
$201K - $240K
|
1.88K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.87K+ 1.42% |
$200K - $239K
|
134K
$11.6M
|