Purchases and Sales Made in Q2 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q2 2024. 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 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90+ 3.81% |
$9.85K - $12K
|
2.45K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
90+ 2.23% |
$9.85K - $12K
|
4.13K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
88+ 3.08% |
$9.63K - $11.7K
|
2.94K
$301K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
86+ 1.68% |
$9.41K - $11.5K
|
5.21K
$532K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
86+ 3.65% |
$9.41K - $11.5K
|
2.44K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85+ 4.87% |
$9.3K - $11.3K
|
1.83K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
84+ 5.61% |
$9.19K - $11.2K
|
1.58K
$161K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
81+ 4.13% |
$8.86K - $10.8K
|
2.04K
$209K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
79+ 0.66% |
$8.64K - $10.5K
|
12K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
79+ 0.46% |
$8.64K - $10.5K
|
17.3K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
78New |
$8.53K - $10.4K
|
78
$7.97K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 4.0% |
$8.53K - $10.4K
|
2.03K
$207K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76+ 3.03% |
$8.31K - $10.1K
|
2.58K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
75+ 1.11% |
$8.2K - $10K
|
6.83K
$698K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
75+ 0.49% |
$8.2K - $10K
|
15.5K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
75+ 1.31% |
$8.2K - $10K
|
5.81K
$594K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
74New |
$8.09K - $9.88K
|
74
$7.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
74New |
$8.09K - $9.88K
|
74
$7.56K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
74+ 6.13% |
$8.09K - $9.88K
|
1.28K
$131K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
73+ 1.17% |
$7.99K - $9.75K
|
6.31K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
73+ 1.65% |
$7.99K - $9.75K
|
4.49K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
73New |
$7.99K - $9.75K
|
73
$7.46K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
72+ 1.48% |
$7.88K - $9.61K
|
4.95K
$506K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
72+ 2.89% |
$7.88K - $9.61K
|
2.56K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
71+ 2.47% |
$7.77K - $9.48K
|
2.94K
$300K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
71+ 3.55% |
$7.77K - $9.48K
|
2.07K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
70New |
$7.66K - $9.35K
|
70
$7.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
69+ 3.18% |
$7.55K - $9.21K
|
2.24K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
69+ 1.17% |
$7.55K - $9.21K
|
5.98K
$611K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
67+ 3.87% |
$7.33K - $8.95K
|
1.8K
$184K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
67+ 2.8% |
$7.33K - $8.95K
|
2.46K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
65+ 3.92% |
$7.11K - $8.68K
|
1.72K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
64+ 0.02% |
$7K - $8.55K
|
258K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
64+ 2.08% |
$7K - $8.55K
|
3.14K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
63+ 2.19% |
$6.89K - $8.41K
|
2.95K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
63+ 1050.0% |
$6.89K - $8.41K
|
69
$7.05K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
63+ 2.09% |
$6.89K - $8.41K
|
3.08K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
62+ 2.63% |
$6.78K - $8.28K
|
2.42K
$247K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61+ 1.5% |
$6.67K - $8.14K
|
4.13K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
60+ 2.67% |
$6.56K - $8.01K
|
2.31K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
60+ 30.0% |
$6.56K - $8.01K
|
260
$26.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
58+ 0.86% |
$6.34K - $7.74K
|
6.8K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
58+ 2.8% |
$6.34K - $7.74K
|
2.13K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
58+ 0.87% |
$6.34K - $7.74K
|
6.74K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
58+ 1.66% |
$6.34K - $7.74K
|
3.56K
$364K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
56+ 8.89% |
$6.13K - $7.48K
|
686
$70.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
55+ 4.99% |
$6.02K - $7.34K
|
1.16K
$118K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
55+ 0.1% |
$6.02K - $7.34K
|
52.7K
$5.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
54+ 0.3% |
$5.91K - $7.21K
|
18.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
54+ 0.97% |
$5.91K - $7.21K
|
5.61K
$573K
|