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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
53+ 0.29% |
$5.8K - $7.08K
|
18.5K
$1.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
52+ 2.39% |
$5.69K - $6.94K
|
2.23K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
51+ 2.54% |
$5.58K - $6.81K
|
2.06K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
51+ 2.5% |
$5.58K - $6.81K
|
2.09K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
51+ 11.21% |
$5.58K - $6.81K
|
506
$51.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 3.45% |
$5.47K - $6.68K
|
1.5K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 2.28% |
$5.47K - $6.68K
|
2.24K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
50+ 0.36% |
$5.47K - $6.68K
|
13.9K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
50+ 2.86% |
$5.47K - $6.68K
|
1.8K
$184K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
49+ 2.67% |
$5.36K - $6.54K
|
1.88K
$193K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
45+ 31.47% |
$4.92K - $6.01K
|
188
$19.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
45+ 1.69% |
$4.92K - $6.01K
|
2.71K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43New |
$4.7K - $5.74K
|
43
$4.39K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
42+ 0.68% |
$4.59K - $5.61K
|
6.2K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.15% |
$4.59K - $5.61K
|
3.69K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 1.51% |
$4.48K - $5.47K
|
2.76K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
41+ 1.89% |
$4.48K - $5.47K
|
2.21K
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
40+ 0.32% |
$4.38K - $5.34K
|
12.7K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39+ 2.6% |
$4.27K - $5.21K
|
1.54K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
39+ 0.6% |
$4.27K - $5.21K
|
6.58K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.4% |
$4.16K - $5.07K
|
2.75K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
38+ 1.87% |
$4.16K - $5.07K
|
2.07K
$212K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
37+ 1.57% |
$4.05K - $4.94K
|
2.39K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
37+ 0.71% |
$4.05K - $4.94K
|
5.23K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
36+ 0.98% |
$3.94K - $4.81K
|
3.71K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
36+ 0.14% |
$3.94K - $4.81K
|
26.1K
$2.67M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 1.24% |
$3.94K - $4.81K
|
2.94K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
35+ 0.52% |
$3.83K - $4.67K
|
6.79K
$694K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
34+ 18.58% |
$3.72K - $4.54K
|
217
$22.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
33+ 1.17% |
$3.61K - $4.41K
|
2.85K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 33.0% |
$3.61K - $4.41K
|
133
$13.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32+ 7.41% |
$3.5K - $4.27K
|
464
$47.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
32+ 0.24% |
$3.5K - $4.27K
|
13.3K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
32+ 0.78% |
$3.5K - $4.27K
|
4.15K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
30+ 0.18% |
$3.28K - $4.01K
|
16.9K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 1.59% |
$3.28K - $4.01K
|
1.92K
$196K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
29+ 0.6% |
$3.17K - $3.87K
|
4.84K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
28+ 0.75% |
$3.06K - $3.74K
|
3.75K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.9% |
$3.06K - $3.74K
|
3.16K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 1.23% |
$2.95K - $3.61K
|
2.22K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 1.29% |
$2.95K - $3.61K
|
2.13K
$217K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
27+ 0.56% |
$2.95K - $3.61K
|
4.81K
$491K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
26+ 1.09% |
$2.84K - $3.47K
|
2.41K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
26+ 0.49% |
$2.84K - $3.47K
|
5.37K
$548K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
26+ 1.18% |
$2.84K - $3.47K
|
2.24K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25New |
$2.73K - $3.34K
|
25
$2.55K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
25+ 2.28% |
$2.73K - $3.34K
|
1.12K
$115K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
25+ 1.21% |
$2.73K - $3.34K
|
2.09K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25+ 40.98% |
$2.73K - $3.34K
|
86
$8.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
25+ 67.57% |
$2.73K - $3.34K
|
62
$6.34K
|