Purchases and Sales Made in Q4 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
852New |
$94.2K - $108K
|
852
$86K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
844+ 28.87% |
$93.3K - $107K
|
3.77K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
839+ 13.89% |
$92.7K - $106K
|
6.88K
$694K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
838+ 10.1% |
$92.6K - $106K
|
9.14K
$922K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
829New |
$91.6K - $105K
|
829
$83.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
813+ 13.64% |
$89.9K - $103K
|
6.78K
$684K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
809+ 3.23% |
$89.4K - $102K
|
25.9K
$2.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
804+ 1.41% |
$88.9K - $102K
|
58K
$5.86M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
794New |
$87.8K - $101K
|
794
$80.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
791+ 8.64% |
$87.4K - $100K
|
9.95K
$1M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
779+ 1.98% |
$86.1K - $98.6K
|
40.2K
$4.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
777+ 17.57% |
$85.9K - $98.4K
|
5.2K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
772+ 7.61% |
$85.3K - $97.7K
|
10.9K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
766+ 14.02% |
$84.7K - $97K
|
6.23K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
766+ 7.12% |
$84.7K - $97K
|
11.5K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
760+ 8.07% |
$84K - $96.2K
|
10.2K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
752+ 74.09% |
$83.1K - $95.2K
|
1.77K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
752+ 1.17% |
$83.1K - $95.2K
|
65.1K
$6.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
745+ 2.4% |
$82.3K - $94.3K
|
31.8K
$3.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
738+ 5.22% |
$81.6K - $93.4K
|
14.9K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
735+ 7.7% |
$81.2K - $93K
|
10.3K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
735+ 17.86% |
$81.2K - $93K
|
4.85K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
724+ 13.44% |
$80K - $91.7K
|
6.11K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
724+ 6.66% |
$80K - $91.7K
|
11.6K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
720+ 22.78% |
$79.6K - $91.1K
|
3.88K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
707+ 9.79% |
$78.1K - $89.5K
|
7.93K
$800K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
698New |
$77.1K - $88.4K
|
698
$70.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
696+ 1.92% |
$76.9K - $88.1K
|
36.9K
$3.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
694+ 9.46% |
$76.7K - $87.9K
|
8.03K
$811K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
693+ 6.25% |
$76.6K - $87.7K
|
11.8K
$1.19M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
690+ 15.72% |
$76.3K - $87.3K
|
5.08K
$512K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
687+ 2.18% |
$75.9K - $87K
|
32.2K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
686+ 2.34% |
$75.8K - $86.8K
|
30K
$3.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
681+ 4.64% |
$75.3K - $86.2K
|
15.4K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
678+ 2.33% |
$74.9K - $85.8K
|
29.8K
$3.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
676+ 12.84% |
$74.7K - $85.6K
|
5.94K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
674+ 23.48% |
$74.5K - $85.3K
|
3.54K
$358K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
671New |
$74.2K - $84.9K
|
671
$67.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
638+ 1.05% |
$70.5K - $80.8K
|
61.2K
$6.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
636New |
$70.3K - $80.5K
|
636
$64.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
633+ 9.0% |
$70K - $80.1K
|
7.67K
$774K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
632+ 2.48% |
$69.8K - $80K
|
26.1K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
629+ 0.56% |
$69.5K - $79.6K
|
114K
$11.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
608+ 2.6% |
$67.2K - $77K
|
24K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
603New |
$66.6K - $76.3K
|
603
$60.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
602New |
$66.5K - $76.2K
|
602
$60.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
600+ 2.23% |
$66.3K - $76K
|
27.6K
$2.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
600+ 4.3% |
$66.3K - $76K
|
14.6K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
599+ 26.03% |
$66.2K - $75.8K
|
2.9K
$293K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
596+ 23.34% |
$65.9K - $75.4K
|
3.15K
$318K
|