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 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
87+ 6.35% |
$8.73K - $10.8K
|
1.46K
$163K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
85+ 1.78% |
$8.53K - $10.6K
|
4.85K
$542K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
85+ 3.34% |
$8.53K - $10.6K
|
2.63K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
85+ 0.95% |
$8.53K - $10.6K
|
9.08K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
81+ 2.23% |
$8.13K - $10.1K
|
3.72K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
81+ 1.87% |
$8.13K - $10.1K
|
4.42K
$494K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
80+ 1.87% |
$8.03K - $9.96K
|
4.36K
$488K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
80+ 3.07% |
$8.03K - $9.96K
|
2.69K
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
78+ 3.76% |
$7.83K - $9.71K
|
2.16K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78+ 43.33% |
$7.83K - $9.71K
|
258
$28.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.84% |
$7.73K - $9.59K
|
2.79K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
75+ 1.43% |
$7.53K - $9.34K
|
5.32K
$594K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
74+ 1.39% |
$7.43K - $9.21K
|
5.39K
$602K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
74+ 0.7% |
$7.43K - $9.21K
|
10.7K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
74+ 2.17% |
$7.43K - $9.21K
|
3.49K
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
73+ 2.13% |
$7.32K - $9.09K
|
3.5K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
71+ 1.84% |
$7.12K - $8.84K
|
3.93K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71+ 0.08% |
$7.12K - $8.84K
|
94.6K
$10.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
70New |
$7.02K - $8.72K
|
70
$7.82K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
70+ 1.59% |
$7.02K - $8.72K
|
4.47K
$500K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 14.06% |
$7.02K - $8.72K
|
568
$63.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
69+ 0.54% |
$6.92K - $8.59K
|
12.9K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
69+ 1.89% |
$6.92K - $8.59K
|
3.72K
$415K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68+ 1.47% |
$6.82K - $8.47K
|
4.7K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
66+ 0.21% |
$6.62K - $8.22K
|
31.1K
$3.48M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
66+ 27.16% |
$6.62K - $8.22K
|
309
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
65+ 1.18% |
$6.52K - $8.09K
|
5.57K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
65+ 2.68% |
$6.52K - $8.09K
|
2.49K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
65+ 2.38% |
$6.52K - $8.09K
|
2.8K
$313K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
64+ 60.95% |
$6.42K - $7.97K
|
169
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
64+ 6.14% |
$6.42K - $7.97K
|
1.11K
$124K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
63+ 2.69% |
$6.32K - $7.84K
|
2.4K
$268K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
62New |
$6.22K - $7.72K
|
62
$6.93K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
62+ 2.16% |
$6.22K - $7.72K
|
2.94K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
61+ 2.49% |
$6.12K - $7.59K
|
2.51K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
60+ 0.62% |
$6.02K - $7.47K
|
9.8K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
60+ 0.66% |
$6.02K - $7.47K
|
9.15K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
60+ 4.3% |
$6.02K - $7.47K
|
1.45K
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60+ 2.09% |
$6.02K - $7.47K
|
2.93K
$328K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
58+ 1.41% |
$5.82K - $7.22K
|
4.17K
$466K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
58New |
$5.82K - $7.22K
|
58
$6.48K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
57+ 0.5% |
$5.72K - $7.1K
|
11.6K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.89% |
$5.62K - $6.97K
|
6.35K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
56+ 0.88% |
$5.62K - $6.97K
|
6.42K
$718K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
55New |
$5.52K - $6.85K
|
55
$6.15K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55+ 1.43% |
$5.52K - $6.85K
|
3.89K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
54+ 1.23% |
$5.42K - $6.72K
|
4.44K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
54+ 0.03% |
$5.42K - $6.72K
|
205K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
53+ 2.09% |
$5.32K - $6.6K
|
2.59K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
51+ 0.09% |
$5.12K - $6.35K
|
59.1K
$6.6M
|