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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
350New |
$33.6K - $38.2K
|
350
$35.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
349+ 1.51% |
$33.5K - $38.1K
|
23.5K
$2.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
345+ 4.06% |
$33.2K - $37.6K
|
8.83K
$904K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
345+ 2.69% |
$33.2K - $37.6K
|
13.2K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
344+ 3.25% |
$33.1K - $37.5K
|
10.9K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
342+ 15.66% |
$32.9K - $37.3K
|
2.53K
$258K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
338+ 1.08% |
$32.5K - $36.9K
|
31.6K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
338+ 2.36% |
$32.5K - $36.9K
|
14.6K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
332+ 0.23% |
$31.9K - $36.2K
|
145K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
331+ 11.27% |
$31.8K - $36.1K
|
3.27K
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
330+ 14.49% |
$31.7K - $36K
|
2.61K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
328+ 9.0% |
$31.5K - $35.8K
|
3.97K
$406K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
328+ 17.38% |
$31.5K - $35.8K
|
2.22K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
324+ 1.05% |
$31.1K - $35.3K
|
31K
$3.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
321+ 8.71% |
$30.8K - $35K
|
4.01K
$410K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
320+ 6.17% |
$30.7K - $34.9K
|
5.5K
$563K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
320+ 14.36% |
$30.7K - $34.9K
|
2.55K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
312+ 2.71% |
$30K - $34K
|
11.8K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
310+ 4.64% |
$29.8K - $33.8K
|
6.99K
$715K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
308+ 11.02% |
$29.6K - $33.6K
|
3.1K
$317K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
305+ 0.38% |
$29.3K - $33.3K
|
81.3K
$8.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
304+ 6.78% |
$29.2K - $33.1K
|
4.79K
$490K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
300+ 1.13% |
$28.8K - $32.7K
|
26.8K
$2.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300+ 9.22% |
$28.8K - $32.7K
|
3.56K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 9.55% |
$28.8K - $32.7K
|
3.44K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
299+ 3.95% |
$28.7K - $32.6K
|
7.87K
$805K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
296+ 0.75% |
$28.4K - $32.3K
|
39.5K
$4.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
296+ 3.57% |
$28.4K - $32.3K
|
8.59K
$879K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
293+ 13.86% |
$28.2K - $31.9K
|
2.41K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
293+ 2.29% |
$28.2K - $31.9K
|
13.1K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
293+ 5.34% |
$28.2K - $31.9K
|
5.79K
$592K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
285+ 2.13% |
$27.4K - $31.1K
|
13.7K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
282+ 12.65% |
$27.1K - $30.7K
|
2.51K
$257K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
280+ 5.41% |
$26.9K - $30.5K
|
5.46K
$558K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
280+ 66.67% |
$26.9K - $30.5K
|
700
$71.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
278+ 1.99% |
$26.7K - $30.3K
|
14.2K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
276New |
$26.5K - $30.1K
|
276
$28.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
274+ 0.76% |
$26.3K - $29.9K
|
36.1K
$3.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
273+ 2.69% |
$26.2K - $29.8K
|
10.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
273+ 3.38% |
$26.2K - $29.8K
|
8.34K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
271New |
$26K - $29.5K
|
271
$27.7K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
271+ 35.15% |
$26K - $29.5K
|
1.04K
$107K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
267+ 7.15% |
$25.7K - $29.1K
|
4K
$409K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
262+ 3.11% |
$25.2K - $28.6K
|
8.69K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
259New |
$24.9K - $28.2K
|
259
$26.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
257+ 0.71% |
$24.7K - $28K
|
36.6K
$3.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
255+ 0.63% |
$24.5K - $27.8K
|
40.7K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
250+ 2.3% |
$24K - $27.3K
|
11.1K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
248+ 0.07% |
$23.8K - $27K
|
335K
$34.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
246+ 7.49% |
$23.6K - $26.8K
|
3.53K
$361K
|