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 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94+ 16.1% |
$9.03K - $10.2K
|
678
$69.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
92+ 1.44% |
$8.84K - $10K
|
6.5K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
92+ 1.54% |
$8.84K - $10K
|
6.07K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
92+ 1.34% |
$8.84K - $10K
|
6.96K
$712K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
91+ 18.09% |
$8.74K - $9.92K
|
594
$60.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
87+ 2.71% |
$8.36K - $9.49K
|
3.29K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
87+ 3.53% |
$8.36K - $9.49K
|
2.55K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
87+ 2.01% |
$8.36K - $9.49K
|
4.41K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
86+ 2.9% |
$8.26K - $9.38K
|
3.06K
$313K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
84+ 2.74% |
$8.07K - $9.16K
|
3.15K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
84+ 1.6% |
$8.07K - $9.16K
|
5.34K
$547K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
83+ 3.3% |
$7.98K - $9.05K
|
2.6K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
82+ 5.65% |
$7.88K - $8.94K
|
1.53K
$157K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
81+ 1.24% |
$7.78K - $8.83K
|
6.62K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
78+ 2.25% |
$7.5K - $8.51K
|
3.54K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
77+ 3.38% |
$7.4K - $8.4K
|
2.36K
$241K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
76+ 1.48% |
$7.3K - $8.29K
|
5.2K
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
75+ 0.56% |
$7.21K - $8.18K
|
13.6K
$1.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73+ 3.07% |
$7.01K - $7.96K
|
2.45K
$251K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
72+ 0.53% |
$6.92K - $7.85K
|
13.7K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
72+ 2.31% |
$6.92K - $7.85K
|
3.19K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
72+ 3.42% |
$6.92K - $7.85K
|
2.18K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
70+ 1.87% |
$6.73K - $7.63K
|
3.81K
$390K
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
69+ 0.4% |
$6.63K - $7.52K
|
17.3K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
69+ 0.69% |
$6.63K - $7.52K
|
10.1K
$1.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
68+ 0.49% |
$6.53K - $7.41K
|
14.1K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
67+ 0.63% |
$6.44K - $7.31K
|
10.7K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
67+ 2.12% |
$6.44K - $7.31K
|
3.23K
$330K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
67New |
$6.44K - $7.31K
|
67
$6.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
66+ 1.0% |
$6.34K - $7.2K
|
6.69K
$685K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
65+ 122.64% |
$6.25K - $7.09K
|
118
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 2.57% |
$6.15K - $6.98K
|
2.56K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
61+ 2.33% |
$5.86K - $6.65K
|
2.68K
$274K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
61New |
$5.86K - $6.65K
|
61
$6.24K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
60+ 1.07% |
$5.77K - $6.54K
|
5.68K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
60+ 0.78% |
$5.77K - $6.54K
|
7.76K
$794K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
57+ 1.97% |
$5.48K - $6.22K
|
2.94K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
57+ 0.12% |
$5.48K - $6.22K
|
47.1K
$4.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55+ 8.54% |
$5.28K - $6K
|
699
$71.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
55+ 0.9% |
$5.28K - $6K
|
6.15K
$629K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.32% |
$5.28K - $6K
|
4.23K
$432K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
54+ 1.3% |
$5.19K - $5.89K
|
4.22K
$432K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
53+ 0.8% |
$5.09K - $5.78K
|
6.69K
$685K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
52+ 0.35% |
$5K - $5.67K
|
15.1K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
52+ 19.85% |
$5K - $5.67K
|
314
$32.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
52+ 0.2% |
$5K - $5.67K
|
26K
$2.66M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
51+ 2.61% |
$4.9K - $5.56K
|
2.01K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 37.88% |
$4.8K - $5.45K
|
182
$18.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 1.31% |
$4.8K - $5.45K
|
3.86K
$395K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50+ 0.91% |
$4.8K - $5.45K
|
5.52K
$565K
|