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 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
110+ 1.44% |
$12.2K - $13.9K
|
7.73K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
109+ 1.65% |
$12K - $13.8K
|
6.71K
$685K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
108+ 87.8% |
$11.9K - $13.7K
|
231
$23.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
106+ 1.55% |
$11.7K - $13.4K
|
6.95K
$710K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
105+ 2.67% |
$11.6K - $13.3K
|
4.04K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
105+ 5.72% |
$11.6K - $13.3K
|
1.94K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
105+ 9.31% |
$11.6K - $13.3K
|
1.23K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
104+ 4.62% |
$11.5K - $13.2K
|
2.35K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
104+ 2.96% |
$11.5K - $13.2K
|
3.61K
$369K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
103+ 2.54% |
$11.4K - $13K
|
4.16K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
103+ 0.58% |
$11.4K - $13K
|
18K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
102+ 7.14% |
$11.3K - $12.9K
|
1.53K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
102New |
$11.3K - $12.9K
|
102
$10.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
101+ 1.62% |
$11.2K - $12.8K
|
6.33K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
101+ 2.46% |
$11.2K - $12.8K
|
4.2K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 3.91% |
$11.2K - $12.8K
|
2.69K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
101+ 0.43% |
$11.2K - $12.8K
|
23.5K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 3.98% |
$11.1K - $12.7K
|
2.61K
$267K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100+ 128.21% |
$11.1K - $12.7K
|
178
$18.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 2.09% |
$11.1K - $12.7K
|
4.89K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 3.29% |
$11.1K - $12.7K
|
3.14K
$321K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 1.46% |
$11.1K - $12.7K
|
6.96K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
99New |
$10.9K - $12.5K
|
99
$10.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
99New |
$10.9K - $12.5K
|
99
$10.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
98+ 3.03% |
$10.8K - $12.4K
|
3.33K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
95+ 2.15% |
$10.5K - $12K
|
4.51K
$461K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
94+ 1.27% |
$10.4K - $11.9K
|
7.52K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
93New |
$10.3K - $11.8K
|
93
$9.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
92+ 1.58% |
$10.2K - $11.6K
|
5.91K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
92+ 2.92% |
$10.2K - $11.6K
|
3.24K
$331K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
90+ 3.1% |
$9.95K - $11.4K
|
2.99K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
88+ 1.81% |
$9.73K - $11.1K
|
4.94K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
87+ 0.39% |
$9.62K - $11K
|
22.5K
$2.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
87New |
$9.62K - $11K
|
87
$8.89K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 1.12% |
$9.39K - $10.8K
|
7.67K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
84+ 1.17% |
$9.28K - $10.6K
|
7.27K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
83+ 1.83% |
$9.17K - $10.5K
|
4.62K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
81+ 2.78% |
$8.95K - $10.3K
|
3K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
81New |
$8.95K - $10.3K
|
81
$8.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
79New |
$8.73K - $10K
|
79
$8.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
79New |
$8.73K - $10K
|
79
$8.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
78+ 9.67% |
$8.62K - $9.87K
|
885
$90.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
76+ 2.17% |
$8.4K - $9.62K
|
3.57K
$365K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
76+ 7.6% |
$8.4K - $9.62K
|
1.08K
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
76New |
$8.4K - $9.62K
|
76
$7.77K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
76+ 3.41% |
$8.4K - $9.62K
|
2.3K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
75+ 3.24% |
$8.29K - $9.49K
|
2.39K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
75+ 3.49% |
$8.29K - $9.49K
|
2.23K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
74+ 3.82% |
$8.18K - $9.37K
|
2.01K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
72+ 2.77% |
$7.96K - $9.11K
|
2.67K
$273K
|