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 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15+ 0.28% |
$1.44K - $1.64K
|
5.28K
$540K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
14+ 0.53% |
$1.35K - $1.53K
|
2.66K
$272K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
14+ 0.18% |
$1.35K - $1.53K
|
7.9K
$808K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$1.25K - $1.42K
|
6.92K
$708K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
13+ 0.27% |
$1.25K - $1.42K
|
4.79K
$490K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.5% |
$1.25K - $1.42K
|
2.63K
$269K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
13+ 0.5% |
$1.25K - $1.42K
|
2.63K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.46% |
$1.25K - $1.42K
|
2.82K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.21% |
$1.25K - $1.42K
|
6.24K
$638K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 11.76% |
$1.15K - $1.31K
|
114
$11.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.25% |
$1.15K - $1.31K
|
4.86K
$497K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
12+ 0.23% |
$1.15K - $1.31K
|
5.24K
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12New |
$1.15K - $1.31K
|
12
$1.23K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.08% |
$1.06K - $1.2K
|
1.03K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
10+ 0.27% |
$961 - $1.09K
|
3.68K
$376K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
9+ 8.57% |
$865 - $981
|
114
$11.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9+ 0.03% |
$865 - $981
|
29.9K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.13% |
$865 - $981
|
7.03K
$719K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
8+ 0.18% |
$769 - $872
|
4.37K
$447K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
8+ 0.3% |
$769 - $872
|
2.68K
$274K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
8+ 0.19% |
$769 - $872
|
4.15K
$425K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.35% |
$769 - $872
|
2.31K
$236K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.17% |
$769 - $872
|
4.83K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
7+ 0.12% |
$673 - $763
|
6.04K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.28% |
$673 - $763
|
2.48K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.11% |
$673 - $763
|
6.62K
$677K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 0.14% |
$577 - $654
|
4.38K
$448K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.24% |
$577 - $654
|
2.53K
$259K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$480 - $545
|
5
$512
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.05% |
$480 - $545
|
10.7K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.21% |
$480 - $545
|
2.37K
$242K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$480 - $545
|
4.32K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$480 - $545
|
2.69K
$275K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 5.05% |
$480 - $545
|
104
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
5+ 0.18% |
$480 - $545
|
2.78K
$284K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.15% |
$384 - $436
|
2.76K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.08% |
$384 - $436
|
4.86K
$497K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.2% |
$384 - $436
|
2.02K
$207K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$384 - $436
|
11.2K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.16% |
$384 - $436
|
2.52K
$257K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4+ 0.13% |
$384 - $436
|
3.16K
$324K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.11% |
$288 - $327
|
2.77K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
$288 - $327
|
2.15K
$220K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.46% |
$288 - $327
|
653
$66.8K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.51% |
$288 - $327
|
587
$60.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$288 - $327
|
3.22K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$288 - $327
|
8.07K
$826K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.24% |
$288 - $327
|
1.27K
$130K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.58% |
$288 - $327
|
520
$53.2K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 0.24% |
$288 - $327
|
1.27K
$130K
|