Purchases and Sales Made in Q3 2021 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
756+ 16.99% |
$39.6K - $51.4K
|
5.21K
$492K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
726New |
$38.1K - $49.4K
|
726
$68.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
710+ 11.75% |
$37.2K - $48.3K
|
6.75K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
701+ 0.48% |
$36.8K - $47.7K
|
145K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
696+ 0.5% |
$36.5K - $47.4K
|
139K
$13.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
695+ 1.41% |
$36.4K - $47.3K
|
49.9K
$4.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
687+ 2.6% |
$36K - $46.7K
|
27.1K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
682+ 4.44% |
$35.8K - $46.4K
|
16K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
676+ 1.42% |
$35.4K - $46K
|
48.3K
$4.57M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
658+ 3.2% |
$34.5K - $44.8K
|
21.2K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
658+ 24.26% |
$34.5K - $44.8K
|
3.37K
$319K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
650+ 153.3% |
$34.1K - $44.2K
|
1.07K
$102K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
636+ 5.45% |
$33.4K - $43.3K
|
12.3K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
634+ 17.15% |
$33.2K - $43.1K
|
4.33K
$410K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
625+ 5.57% |
$32.8K - $42.5K
|
11.8K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
600+ 13.57% |
$31.5K - $40.8K
|
5.02K
$475K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
586+ 2.59% |
$30.7K - $39.9K
|
23.2K
$2.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
584+ 12.82% |
$30.6K - $39.7K
|
5.14K
$486K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
582+ 5.82% |
$30.5K - $39.6K
|
10.6K
$1M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
579+ 13.11% |
$30.4K - $39.4K
|
5K
$472K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
575+ 76.67% |
$30.2K - $39.1K
|
1.33K
$125K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
570+ 2.58% |
$29.9K - $38.8K
|
22.7K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
561+ 14.5% |
$29.4K - $38.2K
|
4.43K
$419K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
557+ 10.46% |
$29.2K - $37.9K
|
5.88K
$556K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
543+ 3.85% |
$28.5K - $36.9K
|
14.6K
$1.39M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
542+ 8.94% |
$28.4K - $36.9K
|
6.61K
$625K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
540+ 7.54% |
$28.3K - $36.7K
|
7.7K
$728K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
535+ 9.15% |
$28.1K - $36.4K
|
6.39K
$604K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
518+ 11.59% |
$27.2K - $35.2K
|
4.99K
$472K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 20.8% |
$27.1K - $35.2K
|
3K
$284K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
516+ 14.55% |
$27.1K - $35.1K
|
4.06K
$384K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
515+ 5.36% |
$27K - $35K
|
10.1K
$958K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
514+ 1.14% |
$27K - $35K
|
45.4K
$4.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
514+ 0.4% |
$27K - $35K
|
130K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
509+ 1.38% |
$26.7K - $34.6K
|
37.5K
$3.54M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
505+ 122.28% |
$26.5K - $34.4K
|
918
$86.8K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
500New |
$26.2K - $34K
|
500
$47.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Bennicas & Associates, Inc.
|
BUY
|
- |
500+ 3.6% |
$26.2K - $34K
|
14.4K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
500+ 1.9% |
$26.2K - $34K
|
26.8K
$2.53M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
500New |
$26.2K - $34K
|
500
$47.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
499+ 3.84% |
$26.2K - $34K
|
13.5K
$1.28M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
498+ 2.13% |
$26.1K - $33.9K
|
23.8K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
498+ 8.44% |
$26.1K - $33.9K
|
6.4K
$605K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
498+ 1.93% |
$26.1K - $33.9K
|
26.3K
$2.48M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
490+ 3.4% |
$25.7K - $33.3K
|
14.9K
$1.41M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
489+ 23.31% |
$25.6K - $33.3K
|
2.59K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
484+ 1.06% |
$25.4K - $32.9K
|
46K
$4.35M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
480+ 9.24% |
$25.2K - $32.7K
|
5.67K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
478+ 8.56% |
$25.1K - $32.5K
|
6.06K
$573K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
465+ 2.39% |
$24.4K - $31.6K
|
19.9K
$1.88M
|