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 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 37.88% |
$4.8K - $5.45K
|
182
$19.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
50+ 1.31% |
$4.8K - $5.45K
|
3.86K
$412K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50+ 0.91% |
$4.8K - $5.45K
|
5.52K
$590K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50+ 1.95% |
$4.8K - $5.45K
|
2.62K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
49+ 7.75% |
$4.71K - $5.34K
|
681
$72.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 9.63% |
$4.71K - $5.34K
|
558
$59.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
47+ 0.83% |
$4.52K - $5.12K
|
5.74K
$612K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
47New |
$4.52K - $5.12K
|
47
$5.02K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46+ 10.18% |
$4.42K - $5.02K
|
498
$53.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46+ 0.25% |
$4.42K - $5.02K
|
18.1K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
46+ 0.5% |
$4.42K - $5.02K
|
9.19K
$981K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
42+ 1.19% |
$4.04K - $4.58K
|
3.56K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
41+ 1.29% |
$3.94K - $4.47K
|
3.21K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
41+ 2.01% |
$3.94K - $4.47K
|
2.08K
$222K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
40+ 1.96% |
$3.84K - $4.36K
|
2.08K
$222K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
38+ 0.65% |
$3.65K - $4.14K
|
5.89K
$629K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
37+ 2.37% |
$3.56K - $4.03K
|
1.6K
$171K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
37+ 0.07% |
$3.56K - $4.03K
|
55.7K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
37+ 0.86% |
$3.56K - $4.03K
|
4.32K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
36+ 0.14% |
$3.46K - $3.93K
|
25.9K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 2.61% |
$3.46K - $3.93K
|
1.41K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
35+ 0.96% |
$3.36K - $3.82K
|
3.68K
$393K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 1.38% |
$3.27K - $3.71K
|
2.49K
$266K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
33New |
$3.17K - $3.6K
|
33
$3.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
31+ 0.35% |
$2.98K - $3.38K
|
8.92K
$953K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.12% |
$2.88K - $3.27K
|
25.9K
$2.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
29+ 1.01% |
$2.79K - $3.16K
|
2.89K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
29+ 1.06% |
$2.79K - $3.16K
|
2.78K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
28+ 0.96% |
$2.69K - $3.05K
|
2.94K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
28+ 1.31% |
$2.69K - $3.05K
|
2.17K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
26+ 0.22% |
$2.5K - $2.84K
|
11.6K
$1.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 1.28% |
$2.5K - $2.84K
|
2.06K
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
26+ 3.27% |
$2.5K - $2.84K
|
821
$87.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26+ 0.8% |
$2.5K - $2.84K
|
3.28K
$350K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
23+ 0.27% |
$2.21K - $2.51K
|
8.56K
$914K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23New |
$2.21K - $2.51K
|
23
$2.46K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
22+ 0.81% |
$2.11K - $2.4K
|
2.73K
$291K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 22.92% |
$2.11K - $2.4K
|
118
$12.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
22+ 2.9% |
$2.11K - $2.4K
|
780
$83.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
21+ 0.1% |
$2.02K - $2.29K
|
21.4K
$2.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
21+ 0.85% |
$2.02K - $2.29K
|
2.49K
$266K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
21+ 0.74% |
$2.02K - $2.29K
|
2.88K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
20+ 2.36% |
$1.92K - $2.18K
|
867
$92.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
20+ 0.11% |
$1.92K - $2.18K
|
18.9K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 12.82% |
$1.92K - $2.18K
|
176
$18.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
19+ 0.46% |
$1.83K - $2.07K
|
4.11K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
19+ 0.48% |
$1.83K - $2.07K
|
4K
$427K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.44% |
$1.73K - $1.96K
|
4.1K
$438K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
17+ 0.29% |
$1.63K - $1.85K
|
5.81K
$621K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
17+ 1.26% |
$1.63K - $1.85K
|
1.37K
$146K
|