Purchases and Sales Made in Q2 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.47K+ 6.41% |
$142K - $161K
|
24.5K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.47K+ 10.56% |
$142K - $161K
|
15.4K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47K+ 19.21% |
$141K - $160K
|
9.09K
$930K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.46K+ 30.09% |
$141K - $160K
|
6.33K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.46K+ 8.34% |
$140K - $159K
|
18.9K
$1.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 106.44% |
$140K - $159K
|
2.82K
$289K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.44K+ 12.69% |
$139K - $157K
|
12.8K
$1.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.44K+ 1.33% |
$138K - $157K
|
110K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.44K+ 0.29% |
$138K - $157K
|
502K
$51.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.44K+ 29.19% |
$138K - $157K
|
6.36K
$650K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.43K+ 10.73% |
$138K - $156K
|
14.8K
$1.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.43KNew |
$137K - $156K
|
1.43K
$146K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.43K+ 26.59% |
$137K - $155K
|
6.79K
$694K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.42K+ 13.17% |
$136K - $155K
|
12.2K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.41KNew |
$136K - $154K
|
1.41K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.41K+ 6.57% |
$135K - $154K
|
22.8K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.4K+ 5.28% |
$135K - $153K
|
28K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.4K+ 7.57% |
$135K - $153K
|
19.9K
$2.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.39K+ 29.12% |
$133K - $151K
|
6.15K
$630K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.38K+ 3.09% |
$132K - $150K
|
45.9K
$4.69M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.37K+ 5.02% |
$131K - $149K
|
28.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.35K+ 24.03% |
$130K - $147K
|
6.97K
$713K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
1.35K+ 12.85% |
$129K - $147K
|
11.8K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 13.66% |
$129K - $146K
|
11.2K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 5.52% |
$128K - $145K
|
25.4K
$2.6M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.33K+ 5.52% |
$128K - $145K
|
25.4K
$2.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 20.42% |
$127K - $144K
|
7.81K
$800K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.32K+ 13.3% |
$127K - $144K
|
11.2K
$1.15M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 47.39% |
$127K - $144K
|
4.1K
$419K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.32K+ 7.41% |
$127K - $144K
|
19.1K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.31K+ 8.17% |
$126K - $143K
|
17.4K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.31K+ 2.84% |
$126K - $143K
|
47.4K
$4.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.3K+ 10.77% |
$125K - $142K
|
13.4K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.3K+ 5.95% |
$125K - $142K
|
23.1K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.29K+ 19.54% |
$124K - $141K
|
7.91K
$809K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.27K+ 6.9% |
$122K - $138K
|
19.6K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.25K+ 15.25% |
$120K - $137K
|
9.47K
$969K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.25K+ 2.44% |
$120K - $136K
|
52.3K
$5.35M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 5.89% |
$119K - $135K
|
22.3K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.23K+ 0.96% |
$118K - $134K
|
130K
$13.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.22K+ 2.22% |
$117K - $133K
|
56.1K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.21K+ 1.37% |
$116K - $132K
|
89.5K
$9.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.21K+ 0.22% |
$116K - $131K
|
549K
$56.1M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 45.41% |
$115K - $131K
|
3.83K
$392K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.19K+ 36.44% |
$115K - $130K
|
4.46K
$457K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
1.19K+ 48.69% |
$114K - $130K
|
3.63K
$372K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.18K+ 9.23% |
$114K - $129K
|
14K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.18K+ 34.61% |
$114K - $129K
|
4.6K
$470K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.14K+ 35.39% |
$110K - $125K
|
4.37K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 22.03% |
$110K - $124K
|
6.32K
$646K
|