Purchases and Sales Made in Q4 2021 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
100New |
$6.86K - $7.7K
|
100
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
100+ 3.76% |
$6.86K - $7.7K
|
2.76K
$282K
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
96+ 5.15% |
$6.59K - $7.39K
|
1.96K
$201K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
94+ 1.67% |
$6.45K - $7.24K
|
5.72K
$585K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
94+ 4.46% |
$6.45K - $7.24K
|
2.2K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
93+ 0.92% |
$6.38K - $7.16K
|
10.2K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
93+ 1.08% |
$6.38K - $7.16K
|
8.71K
$891K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
92New |
$6.31K - $7.09K
|
92
$9.41K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 13.4% |
$6.11K - $6.86K
|
753
$77K
|
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
88+ 1.37% |
$6.04K - $6.78K
|
6.5K
$665K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
86+ 1.81% |
$5.9K - $6.62K
|
4.83K
$494K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
85+ 1.26% |
$5.83K - $6.55K
|
6.84K
$699K
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
83+ 0.64% |
$5.69K - $6.39K
|
13.1K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
83+ 8.59% |
$5.69K - $6.39K
|
1.05K
$107K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
80+ 0.73% |
$5.49K - $6.16K
|
11K
$1.13M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
79+ 0.64% |
$5.42K - $6.09K
|
12.4K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76+ 1.75% |
$5.21K - $5.85K
|
4.43K
$453K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
73+ 4.44% |
$5.01K - $5.62K
|
1.72K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
72New |
$4.94K - $5.55K
|
72
$7.37K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
71+ 1.48% |
$4.87K - $5.47K
|
4.86K
$497K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
70New |
$4.8K - $5.39K
|
70
$7.16K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
70+ 2.6% |
$4.8K - $5.39K
|
2.77K
$283K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
68+ 1.34% |
$4.66K - $5.24K
|
5.14K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
64+ 0.56% |
$4.39K - $4.93K
|
11.4K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63+ 1.22% |
$4.32K - $4.85K
|
5.24K
$536K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63+ 0.02% |
$4.32K - $4.85K
|
286K
$29.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
62+ 10.44% |
$4.25K - $4.78K
|
656
$67.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
61New |
$4.18K - $4.7K
|
61
$6.24K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 3000.0% |
$4.12K - $4.62K
|
62
$6.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
60New |
$4.12K - $4.62K
|
60
$6.14K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
60+ 1.74% |
$4.12K - $4.62K
|
3.51K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
59+ 1.79% |
$4.05K - $4.54K
|
3.36K
$344K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
58+ 1.28% |
$3.98K - $4.47K
|
4.59K
$470K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
56+ 0.59% |
$3.84K - $4.31K
|
9.63K
$985K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
52+ 0.51% |
$3.57K - $4.01K
|
10.2K
$1.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
51+ 0.06% |
$3.5K - $3.93K
|
92.4K
$9.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
48+ 1.5% |
$3.29K - $3.7K
|
3.24K
$332K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
46+ 4.56% |
$3.16K - $3.54K
|
1.05K
$108K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
46+ 0.18% |
$3.16K - $3.54K
|
25.3K
$2.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
45+ 9.32% |
$3.09K - $3.47K
|
528
$54K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
44+ 1.41% |
$3.02K - $3.39K
|
3.17K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
42New |
$2.88K - $3.24K
|
42
$4.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
40+ 0.83% |
$2.74K - $3.08K
|
4.84K
$496K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
38+ 2.21% |
$2.61K - $2.93K
|
1.76K
$180K
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
38+ 0.21% |
$2.61K - $2.93K
|
17.8K
$1.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
38+ 0.07% |
$2.61K - $2.93K
|
53.9K
$5.51M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38New |
$2.61K - $2.93K
|
38
$3.89K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
37+ 0.27% |
$2.54K - $2.85K
|
13.8K
$1.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
37+ 0.91% |
$2.54K - $2.85K
|
4.11K
$420K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.88% |
$2.47K - $2.77K
|
4.11K
$421K
|