Purchases and Sales Made in Q3 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q3 2024. 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 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
813New |
$83.2K - $94.8K
|
813
$90.9K
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
807New |
$82.6K - $94.1K
|
807
$90.2K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
805+ 3.93% |
$82.4K - $93.9K
|
21.3K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
802+ 0.96% |
$82K - $93.5K
|
84.3K
$9.42M
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
800+ 7.84% |
$81.8K - $93.3K
|
11K
$1.23M
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
794+ 2.24% |
$81.2K - $92.6K
|
36.3K
$4.05M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
794New |
$81.2K - $92.6K
|
794
$88.7K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
788+ 22.12% |
$80.6K - $91.9K
|
4.35K
$486K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
778New |
$79.6K - $90.7K
|
778
$86.9K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
775+ 3100.0% |
$79.3K - $90.4K
|
800
$89.4K
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
770+ 0.9% |
$78.8K - $89.8K
|
86.6K
$9.68M
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
759+ 15.66% |
$77.6K - $88.5K
|
5.61K
$626K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
749+ 8.3% |
$76.6K - $87.3K
|
9.77K
$1.09M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
744+ 1.79% |
$76.1K - $86.8K
|
42.2K
$4.72M
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
744+ 5.21% |
$76.1K - $86.8K
|
15K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
744+ 6.89% |
$76.1K - $86.8K
|
11.5K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
742+ 13.49% |
$75.9K - $86.5K
|
6.24K
$698K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
740+ 13.67% |
$75.7K - $86.3K
|
6.15K
$688K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
738+ 24.83% |
$75.5K - $86.1K
|
3.71K
$415K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
737+ 23.91% |
$75.4K - $85.9K
|
3.82K
$427K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
731+ 1.77% |
$74.8K - $85.2K
|
41.9K
$4.69M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
729+ 73.12% |
$74.6K - $85K
|
1.73K
$193K
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
726+ 30.11% |
$74.3K - $84.7K
|
3.14K
$351K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
725+ 5.16% |
$74.2K - $84.5K
|
14.8K
$1.65M
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
718+ 6.06% |
$73.5K - $83.7K
|
12.6K
$1.41M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
711+ 10.25% |
$72.7K - $82.9K
|
7.65K
$855K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
711+ 4.06% |
$72.7K - $82.9K
|
18.2K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
711+ 17.21% |
$72.7K - $82.9K
|
4.84K
$541K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
705+ 2.28% |
$72.1K - $82.2K
|
31.7K
$3.54M
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.36% |
$71.6K - $81.6K
|
194K
$21.7M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
695+ 8.53% |
$71.1K - $81K
|
8.84K
$988K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
694New |
$71K - $80.9K
|
694
$77.6K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
692+ 3.54% |
$70.8K - $80.7K
|
20.3K
$2.26M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
691New |
$70.7K - $80.6K
|
691
$77.2K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
689+ 43.39% |
$70.5K - $80.3K
|
2.28K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
684+ 0.31% |
$70K - $79.8K
|
221K
$24.7M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
683+ 22.68% |
$69.9K - $79.6K
|
3.69K
$413K
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
683+ 3.51% |
$69.9K - $79.6K
|
20.1K
$2.25M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
679New |
$69.5K - $79.2K
|
679
$75.9K
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
673+ 5.08% |
$68.8K - $78.5K
|
13.9K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
666+ 8.07% |
$68.1K - $77.7K
|
8.92K
$997K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
659+ 14.69% |
$67.4K - $76.8K
|
5.15K
$575K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
655+ 14.5% |
$67K - $76.4K
|
5.17K
$578K
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
653+ 30.46% |
$66.8K - $76.1K
|
2.8K
$313K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
648+ 10.19% |
$66.3K - $75.6K
|
7.01K
$783K
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
636+ 26.56% |
$65.1K - $74.2K
|
3.03K
$339K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
634+ 7.01% |
$64.9K - $73.9K
|
9.68K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
631+ 12.66% |
$64.6K - $73.6K
|
5.62K
$628K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
614+ 33.37% |
$62.8K - $71.6K
|
2.45K
$274K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
610+ 4.59% |
$62.4K - $71.1K
|
13.9K
$1.55M
|