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 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
22+ 0.2% |
$2.21K - $2.74K
|
11.3K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
22+ 0.56% |
$2.21K - $2.74K
|
3.94K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
22+ 0.28% |
$2.21K - $2.74K
|
7.78K
$869K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 3.0% |
$2.11K - $2.61K
|
720
$80.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21+ 0.52% |
$2.11K - $2.61K
|
4.08K
$456K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
21+ 5.63% |
$2.11K - $2.61K
|
394
$44K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
20+ 0.5% |
$2.01K - $2.49K
|
4.02K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
20+ 0.74% |
$2.01K - $2.49K
|
2.71K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 0.61% |
$2.01K - $2.49K
|
3.32K
$370K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$2.01K - $2.49K
|
20
$2.24K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 1.29% |
$2.01K - $2.49K
|
1.57K
$175K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.81K - $2.24K
|
18
$2.01K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.45% |
$1.81K - $2.24K
|
4.02K
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 16.67% |
$1.81K - $2.24K
|
126
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18+ 0.39% |
$1.81K - $2.24K
|
4.67K
$521K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
18+ 0.13% |
$1.81K - $2.24K
|
13.5K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.74% |
$1.51K - $1.87K
|
2.05K
$229K
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
15+ 0.24% |
$1.51K - $1.87K
|
6.16K
$688K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
15+ 0.9% |
$1.51K - $1.87K
|
1.67K
$187K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 13.16% |
$1.51K - $1.87K
|
129
$14.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15+ 0.48% |
$1.51K - $1.87K
|
3.14K
$351K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 0.46% |
$1.51K - $1.87K
|
3.29K
$368K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
14+ 0.71% |
$1.4K - $1.74K
|
1.98K
$221K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
14+ 0.24% |
$1.4K - $1.74K
|
5.83K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 0.85% |
$1.4K - $1.74K
|
1.67K
$186K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
13+ 2.88% |
$1.3K - $1.62K
|
464
$51.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
13+ 81.25% |
$1.3K - $1.62K
|
29
$3.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$1.3K - $1.62K
|
6.93K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.07% |
$1.2K - $1.49K
|
17.9K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 2.93% |
$1.2K - $1.49K
|
422
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12+ 0.46% |
$1.2K - $1.49K
|
2.63K
$294K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
11+ 0.06% |
$1.1K - $1.37K
|
19.9K
$2.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.42% |
$1.1K - $1.37K
|
2.64K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
11+ 0.42% |
$1.1K - $1.37K
|
2.64K
$295K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10+ 0.42% |
$1K - $1.25K
|
2.4K
$268K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 0.97% |
$1K - $1.25K
|
1.04K
$116K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
10+ 0.35% |
$1K - $1.25K
|
2.87K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.24% |
$1K - $1.25K
|
4.24K
$473K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$903 - $1.12K
|
6.32K
$707K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.19% |
$903 - $1.12K
|
4.87K
$544K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
9+ 0.1% |
$903 - $1.12K
|
8.66K
$968K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.13% |
$903 - $1.12K
|
7.04K
$786K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.29% |
$803 - $996
|
2.77K
$309K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 2.33% |
$803 - $996
|
352
$39.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.34% |
$803 - $996
|
2.34K
$261K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.17% |
$803 - $996
|
4.84K
$541K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.35% |
$803 - $996
|
2.32K
$259K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
7+ 0.07% |
$702 - $872
|
10.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.28% |
$702 - $872
|
2.49K
$278K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$602 - $747
|
5.21K
$583K
|