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 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
38New |
$4.2K - $4.81K
|
38
$3.88K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
36+ 1.84% |
$3.98K - $4.56K
|
1.99K
$203K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
36+ 0.31% |
$3.98K - $4.56K
|
11.8K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
35+ 0.8% |
$3.87K - $4.43K
|
4.39K
$449K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
33+ 0.81% |
$3.65K - $4.18K
|
4.11K
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
33+ 1.7% |
$3.65K - $4.18K
|
1.98K
$202K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
33New |
$3.65K - $4.18K
|
33
$3.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
33+ 1.32% |
$3.65K - $4.18K
|
2.54K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
32+ 1.03% |
$3.54K - $4.05K
|
3.14K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
32+ 1.14% |
$3.54K - $4.05K
|
2.84K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31+ 1.68% |
$3.43K - $3.92K
|
1.88K
$192K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
31+ 0.17% |
$3.43K - $3.92K
|
17.9K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
30+ 1.56% |
$3.32K - $3.8K
|
1.95K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
30+ 1.56% |
$3.32K - $3.8K
|
1.95K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 1.3% |
$3.32K - $3.8K
|
2.34K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
30+ 0.35% |
$3.32K - $3.8K
|
8.49K
$867K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
28+ 1.54% |
$3.09K - $3.54K
|
1.85K
$189K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
28+ 0.38% |
$3.09K - $3.54K
|
7.31K
$747K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
28+ 0.37% |
$3.09K - $3.54K
|
7.53K
$770K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
28+ 0.28% |
$3.09K - $3.54K
|
10.1K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
25+ 0.52% |
$2.76K - $3.16K
|
4.8K
$491K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$2.76K - $3.16K
|
25
$2.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.08% |
$2.65K - $3.04K
|
2.24K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
24+ 0.13% |
$2.65K - $3.04K
|
18.1K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
24+ 3.54% |
$2.65K - $3.04K
|
702
$71.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
24+ 0.29% |
$2.65K - $3.04K
|
8.16K
$834K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
23+ 0.83% |
$2.54K - $2.91K
|
2.78K
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
23+ 0.85% |
$2.54K - $2.91K
|
2.73K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 1.26% |
$2.54K - $2.91K
|
1.84K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 0.54% |
$2.54K - $2.91K
|
4.28K
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
22+ 0.25% |
$2.43K - $2.78K
|
9K
$919K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$2.32K - $2.66K
|
4.04K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
21+ 0.48% |
$2.32K - $2.66K
|
4.36K
$446K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 1.95% |
$2.32K - $2.66K
|
1.1K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
21+ 0.4% |
$2.32K - $2.66K
|
5.23K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
21+ 0.99% |
$2.32K - $2.66K
|
2.13K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
21+ 1.04% |
$2.32K - $2.66K
|
2.04K
$208K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21New |
$2.32K - $2.66K
|
21
$2.15K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
20+ 0.49% |
$2.21K - $2.53K
|
4.1K
$419K
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
20+ 1.12% |
$2.21K - $2.53K
|
1.81K
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
20+ 0.45% |
$2.21K - $2.53K
|
4.46K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20+ 0.21% |
$2.21K - $2.53K
|
9.44K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20+ 1.12% |
$2.21K - $2.53K
|
1.81K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
20New |
$2.21K - $2.53K
|
20
$2.04K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
19+ 0.22% |
$2.1K - $2.41K
|
8.5K
$868K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.19% |
$1.99K - $2.28K
|
9.62K
$983K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18+ 0.94% |
$1.99K - $2.28K
|
1.93K
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 0.25% |
$1.88K - $2.15K
|
6.94K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
17+ 0.72% |
$1.88K - $2.15K
|
2.37K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 2.82% |
$1.77K - $2.03K
|
584
$59.7K
|