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 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
50+ 1.13% |
$5.02K - $6.23K
|
4.48K
$501K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
50+ 2.21% |
$5.02K - $6.23K
|
2.32K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 2.04% |
$5.02K - $6.23K
|
2.5K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
50+ 1.28% |
$5.02K - $6.23K
|
3.97K
$444K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
49+ 1.7% |
$4.92K - $6.1K
|
2.93K
$327K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
47+ 2.15% |
$4.72K - $5.85K
|
2.23K
$249K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.33% |
$4.72K - $5.85K
|
14.2K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
45+ 8.26% |
$4.52K - $5.6K
|
590
$65.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
45+ 0.32% |
$4.52K - $5.6K
|
14.1K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
44+ 1.88% |
$4.41K - $5.48K
|
2.38K
$266K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
43+ 1.12% |
$4.31K - $5.35K
|
3.89K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
43New |
$4.31K - $5.35K
|
43
$4.81K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
42+ 1.42% |
$4.21K - $5.23K
|
3K
$336K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 28.57% |
$4.21K - $5.23K
|
189
$21.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41+ 0.97% |
$4.11K - $5.1K
|
4.26K
$477K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.83% |
$4.01K - $4.98K
|
2.22K
$248K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
40+ 2.03% |
$4.01K - $4.98K
|
2.02K
$225K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 2.05% |
$4.01K - $4.98K
|
1.99K
$223K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39+ 0.81% |
$3.91K - $4.86K
|
4.83K
$540K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38+ 1.53% |
$3.81K - $4.73K
|
2.53K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.12% |
$3.81K - $4.73K
|
31.9K
$3.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
36+ 1.3% |
$3.61K - $4.48K
|
2.81K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.81% |
$3.51K - $4.36K
|
4.36K
$487K
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
34+ 1.37% |
$3.41K - $4.23K
|
2.52K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
33+ 0.3% |
$3.31K - $4.11K
|
11K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33+ 1.64% |
$3.31K - $4.11K
|
2.04K
$228K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
32+ 0.74% |
$3.21K - $3.98K
|
4.35K
$486K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 1.31% |
$3.21K - $3.98K
|
2.48K
$277K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
32+ 1.38% |
$3.21K - $3.98K
|
2.36K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
32+ 1.17% |
$3.21K - $3.98K
|
2.76K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
30+ 0.5% |
$3.01K - $3.74K
|
6.01K
$671K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
30New |
$3.01K - $3.74K
|
30
$3.35K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 0.74% |
$3.01K - $3.74K
|
4.1K
$458K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
29New |
$2.91K - $3.61K
|
29
$3.24K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
29+ 0.64% |
$2.91K - $3.61K
|
4.55K
$508K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
29+ 0.35% |
$2.91K - $3.61K
|
8.34K
$932K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28+ 0.55% |
$2.81K - $3.49K
|
5.16K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
27+ 1.22% |
$2.71K - $3.36K
|
2.24K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27+ 0.07% |
$2.71K - $3.36K
|
36.2K
$4.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
26+ 0.9% |
$2.61K - $3.24K
|
2.92K
$326K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.64% |
$2.61K - $3.24K
|
4.09K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
26+ 1.88% |
$2.61K - $3.24K
|
1.41K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26+ 1.29% |
$2.61K - $3.24K
|
2.04K
$228K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
25+ 6.46% |
$2.51K - $3.11K
|
412
$46K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
25+ 0.69% |
$2.51K - $3.11K
|
3.66K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
24+ 1.01% |
$2.41K - $2.99K
|
2.39K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
24+ 0.72% |
$2.41K - $2.99K
|
3.36K
$376K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.25% |
$2.31K - $2.86K
|
9.05K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
23+ 1.01% |
$2.31K - $2.86K
|
2.31K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
23+ 0.94% |
$2.31K - $2.86K
|
2.47K
$276K
|