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 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$602 - $747
|
5.21K
$560K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 5.08% |
$602 - $747
|
124
$13.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.85% |
$502 - $623
|
596
$64K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 4.03% |
$502 - $623
|
129
$13.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$502 - $623
|
12.2K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 0.08% |
$502 - $623
|
6.08K
$653K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.06% |
$502 - $623
|
8.74K
$939K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.16% |
$502 - $623
|
3.07K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 25.0% |
$502 - $623
|
25
$2.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.45% |
$502 - $623
|
1.13K
$121K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
4+ 0.2% |
$401 - $498
|
2.05K
$221K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.16% |
$401 - $498
|
2.53K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.05% |
$401 - $498
|
7.28K
$782K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.13% |
$401 - $498
|
3.2K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$301 - $374
|
2.82K
$303K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
3+ 0.11% |
$301 - $374
|
2.69K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.26% |
$301 - $374
|
1.17K
$125K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.51% |
$301 - $374
|
590
$63.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.1% |
$301 - $374
|
3.13K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3+ 0.15% |
$301 - $374
|
1.99K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$301 - $374
|
2.08K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3+ 0.03% |
$301 - $374
|
10.1K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.44% |
$201 - $249
|
459
$49.3K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$201 - $249
|
2.77K
$297K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.13% |
$201 - $249
|
1.6K
$172K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2+ 0.05% |
$201 - $249
|
4.34K
$466K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$201 - $249
|
895
$96.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.04% |
$201 - $249
|
5.5K
$591K
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$201 - $249
|
524
$56.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$201 - $249
|
5.32K
$571K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.09% |
$201 - $249
|
2.15K
$231K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.08% |
$201 - $249
|
2.6K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$201 - $249
|
8.07K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2+ 0.05% |
$201 - $249
|
3.78K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.02% |
$201 - $249
|
13.1K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 0.01% |
$201 - $249
|
33.9K
$3.64M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$100 - $125
|
6.48K
$695K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.01% |
$100 - $125
|
7.2K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $125
|
2.58K
$277K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$100 - $125
|
3.1K
$333K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$100 - $125
|
4.93K
$530K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.03% |
$100 - $125
|
3.3K
$355K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $125
|
2.81K
$302K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$100 - $125
|
3.19K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.97% |
$100 - $125
|
104
$11.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.25% |
$100 - $125
|
403
$43.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.19% |
$100 - $125
|
531
$57K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.02% |
$100 - $125
|
5.28K
$567K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 2.13% |
$100 - $125
|
48
$5.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.02% |
$100 - $125
|
4.47K
$480K
|