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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 1.84% |
$22.1K - $25.3K
|
11.1K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
200+ 5.04% |
$22.1K - $25.3K
|
4.17K
$426K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
200+ 4.1% |
$22.1K - $25.3K
|
5.08K
$519K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
196+ 2.5% |
$21.7K - $24.8K
|
8.05K
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
195+ 1.09% |
$21.6K - $24.7K
|
18.1K
$1.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
194+ 7.22% |
$21.4K - $24.6K
|
2.88K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
192+ 0.34% |
$21.2K - $24.3K
|
56.7K
$5.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
179New |
$19.8K - $22.7K
|
179
$18.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
178+ 33.52% |
$19.7K - $22.5K
|
709
$72.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
173+ 3.06% |
$19.1K - $21.9K
|
5.83K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
172+ 2.08% |
$19K - $21.8K
|
8.45K
$864K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
170+ 9.97% |
$18.8K - $21.5K
|
1.88K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
167+ 5.8% |
$18.5K - $21.1K
|
3.04K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
162+ 1.18% |
$17.9K - $20.5K
|
13.9K
$1.42M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
160New |
$17.7K - $20.3K
|
160
$16.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
157+ 1.09% |
$17.4K - $19.9K
|
14.6K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
152+ 4.49% |
$16.8K - $19.2K
|
3.54K
$361K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
151+ 6.32% |
$16.7K - $19.1K
|
2.54K
$260K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
150New |
$16.6K - $19K
|
150
$15.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
150+ 1.11% |
$16.6K - $19K
|
13.7K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
149+ 3.36% |
$16.5K - $18.9K
|
4.59K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
148+ 8.69% |
$16.4K - $18.7K
|
1.85K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
148+ 18.03% |
$16.4K - $18.7K
|
969
$99K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145+ 1.11% |
$16K - $18.4K
|
13.2K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
141+ 0.86% |
$15.6K - $17.8K
|
16.6K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
140+ 2.32% |
$15.5K - $17.7K
|
6.18K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
139+ 2.96% |
$15.4K - $17.6K
|
4.84K
$495K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
137+ 2.12% |
$15.1K - $17.3K
|
6.61K
$676K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
137+ 3.58% |
$15.1K - $17.3K
|
3.97K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
136New |
$15K - $17.2K
|
136
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
135+ 3.96% |
$14.9K - $17.1K
|
3.54K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
135+ 3.93% |
$14.9K - $17.1K
|
3.57K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
134+ 3.9% |
$14.8K - $17K
|
3.57K
$365K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
133New |
$14.7K - $16.8K
|
133
$13.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
130New |
$14.4K - $16.5K
|
130
$13.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
129+ 4.11% |
$14.3K - $16.3K
|
3.27K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
127+ 5.88% |
$14K - $16.1K
|
2.29K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
124+ 0.11% |
$13.7K - $15.7K
|
113K
$11.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
121+ 5.49% |
$13.4K - $15.3K
|
2.33K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
121+ 96.03% |
$13.4K - $15.3K
|
247
$25.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
119+ 1.1% |
$13.2K - $15.1K
|
11K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
115+ 2.87% |
$12.7K - $14.6K
|
4.13K
$422K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
115New |
$12.7K - $14.6K
|
115
$11.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
113+ 1.95% |
$12.5K - $14.3K
|
5.89K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
113New |
$12.5K - $14.3K
|
113
$11.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
112+ 1.2% |
$12.4K - $14.2K
|
9.46K
$967K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
112+ 6.24% |
$12.4K - $14.2K
|
1.91K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
111+ 0.22% |
$12.3K - $14.1K
|
50.6K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
111+ 3.3% |
$12.3K - $14.1K
|
3.47K
$355K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
110+ 5.1% |
$12.2K - $13.9K
|
2.27K
$232K
|