Purchases and Sales Made in Q3 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
225+ 1.79% |
$22.6K - $28K
|
12.8K
$1.43M
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
224+ 3.11% |
$22.5K - $27.9K
|
7.43K
$830K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
222+ 5.04% |
$22.3K - $27.6K
|
4.62K
$517K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
221+ 7.66% |
$22.2K - $27.5K
|
3.11K
$347K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
214+ 8.96% |
$21.5K - $26.6K
|
2.6K
$291K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
212+ 7.52% |
$21.3K - $26.4K
|
3.03K
$339K
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
211+ 2.67% |
$21.2K - $26.3K
|
8.11K
$906K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
211+ 6.54% |
$21.2K - $26.3K
|
3.44K
$384K
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
207+ 1.34% |
$20.8K - $25.8K
|
15.6K
$1.74M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
205+ 4.69% |
$20.6K - $25.5K
|
4.58K
$512K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
205+ 36.74% |
$20.6K - $25.5K
|
763
$85.3K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
202+ 2.5% |
$20.3K - $25.1K
|
8.3K
$927K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
201+ 4.56% |
$20.2K - $25K
|
4.61K
$515K
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
200+ 8.54% |
$20.1K - $24.9K
|
2.54K
$284K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 9.13% |
$20.1K - $24.9K
|
2.39K
$267K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
198+ 2.59% |
$19.9K - $24.7K
|
7.84K
$876K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
198+ 45.21% |
$19.9K - $24.7K
|
636
$71.1K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
193+ 14.34% |
$19.4K - $24K
|
1.54K
$172K
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
190+ 3.15% |
$19.1K - $23.7K
|
6.23K
$696K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
183+ 0.61% |
$18.4K - $22.8K
|
30.1K
$3.37M
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
181+ 1.49% |
$18.2K - $22.5K
|
12.3K
$1.37M
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
180+ 3.37% |
$18.1K - $22.4K
|
5.52K
$617K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
179+ 1.32% |
$18K - $22.3K
|
13.8K
$1.54M
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
176+ 2.56% |
$17.7K - $21.9K
|
7.06K
$789K
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
175+ 0.64% |
$17.6K - $21.8K
|
27.7K
$3.09M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
175+ 1.34% |
$17.6K - $21.8K
|
13.2K
$1.48M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
170+ 74.24% |
$17.1K - $21.2K
|
399
$44.6K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
163+ 4.62% |
$16.4K - $20.3K
|
3.69K
$413K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
161+ 1.13% |
$16.2K - $20K
|
14.4K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
160+ 0.55% |
$16.1K - $19.9K
|
29.2K
$3.26M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
158+ 0.84% |
$15.9K - $19.7K
|
19.1K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
155+ 0.62% |
$15.6K - $19.3K
|
25.1K
$2.8M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
153+ 6.69% |
$15.4K - $19K
|
2.44K
$273K
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
150+ 3.88% |
$15.1K - $18.7K
|
4.01K
$448K
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
150+ 6.35% |
$15.1K - $18.7K
|
2.51K
$281K
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
150+ 2.49% |
$15.1K - $18.7K
|
6.17K
$689K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
150+ 1.47% |
$15.1K - $18.7K
|
10.4K
$1.16M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
149+ 2.24% |
$15K - $18.6K
|
6.8K
$760K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
146New |
$14.6K - $18.2K
|
146
$16.3K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
145+ 3.41% |
$14.5K - $18.1K
|
4.4K
$492K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
144+ 1.1% |
$14.4K - $17.9K
|
13.3K
$1.48M
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
141+ 1.6% |
$14.1K - $17.6K
|
8.97K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
141+ 0.31% |
$14.1K - $17.6K
|
46K
$5.14M
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
141+ 4.42% |
$14.1K - $17.6K
|
3.33K
$372K
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
141+ 0.33% |
$14.1K - $17.6K
|
43K
$4.81M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
139+ 0.79% |
$13.9K - $17.3K
|
17.8K
$1.99M
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
137+ 16.81% |
$13.7K - $17.1K
|
952
$106K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
137+ 3.38% |
$13.7K - $17.1K
|
4.19K
$468K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
136+ 1.23% |
$13.6K - $16.9K
|
11.2K
$1.25M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
135+ 1.81% |
$13.5K - $16.8K
|
7.59K
$848K
|