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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
135+ 1.81% |
$13.5K - $16.8K
|
7.59K
$815K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
133+ 3.91% |
$13.3K - $16.6K
|
3.53K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
130+ 5.48% |
$13K - $16.2K
|
2.5K
$269K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
130+ 3.66% |
$13K - $16.2K
|
3.69K
$396K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
128+ 0.15% |
$12.8K - $15.9K
|
83.8K
$8.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
126+ 0.49% |
$12.6K - $15.7K
|
25.8K
$2.78M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
126+ 0.49% |
$12.6K - $15.7K
|
25.8K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
125+ 2.92% |
$12.5K - $15.6K
|
4.41K
$473K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
123+ 1.33% |
$12.3K - $15.3K
|
9.35K
$1M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
122+ 0.19% |
$12.2K - $15.2K
|
62.8K
$6.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
119+ 1.95% |
$11.9K - $14.8K
|
6.23K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
119+ 4.65% |
$11.9K - $14.8K
|
2.68K
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
117+ 2.44% |
$11.7K - $14.6K
|
4.92K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
117+ 1.47% |
$11.7K - $14.6K
|
8.09K
$869K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
116+ 1.01% |
$11.6K - $14.4K
|
11.6K
$1.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
115+ 4.18% |
$11.5K - $14.3K
|
2.86K
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
113+ 0.95% |
$11.3K - $14.1K
|
12K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
113New |
$11.3K - $14.1K
|
113
$12.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
113+ 1.95% |
$11.3K - $14.1K
|
5.9K
$633K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 6.44% |
$11.1K - $13.8K
|
1.84K
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
111+ 63.07% |
$11.1K - $13.8K
|
287
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
111+ 3.23% |
$11.1K - $13.8K
|
3.55K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
108+ 469.57% |
$10.8K - $13.4K
|
131
$14.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
105+ 0.54% |
$10.5K - $13.1K
|
19.7K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
105+ 2.13% |
$10.5K - $13.1K
|
5.03K
$540K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
103+ 3.65% |
$10.3K - $12.8K
|
2.92K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
102+ 3.37% |
$10.2K - $12.7K
|
3.13K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
102+ 13.08% |
$10.2K - $12.7K
|
882
$94.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
101+ 0.36% |
$10.1K - $12.6K
|
28K
$3.01M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
101+ 0.36% |
$10.1K - $12.6K
|
28K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
100+ 17.92% |
$10K - $12.5K
|
658
$70.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
100+ 2.47% |
$10K - $12.5K
|
4.15K
$446K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
100New |
$10K - $12.5K
|
100
$10.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
100+ 0.34% |
$10K - $12.5K
|
29.3K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
100+ 0.05% |
$10K - $12.5K
|
195K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 2.11% |
$10K - $12.5K
|
4.85K
$521K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
100+ 3.22% |
$10K - $12.5K
|
3.21K
$344K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 7.79% |
$10K - $12.5K
|
1.38K
$149K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
99+ 2.6% |
$9.93K - $12.3K
|
3.91K
$420K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
99+ 2.59% |
$9.93K - $12.3K
|
3.92K
$421K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
96+ 0.79% |
$9.63K - $12K
|
12.3K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 3.49% |
$9.63K - $12K
|
2.85K
$306K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
93+ 2.86% |
$9.33K - $11.6K
|
3.34K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
93+ 3.29% |
$9.33K - $11.6K
|
2.92K
$313K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
93+ 4.01% |
$9.33K - $11.6K
|
2.41K
$259K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
91+ 3.28% |
$9.13K - $11.3K
|
2.87K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
90+ 4.58% |
$9.03K - $11.2K
|
2.06K
$221K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
89+ 1.93% |
$8.93K - $11.1K
|
4.7K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
89+ 2.77% |
$8.93K - $11.1K
|
3.31K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
89+ 0.47% |
$8.93K - $11.1K
|
18.9K
$2.03M
|