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 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
16+ 0.5% |
$1.77K - $2.03K
|
3.2K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16+ 0.38% |
$1.77K - $2.03K
|
4.25K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
16+ 0.66% |
$1.77K - $2.03K
|
2.45K
$251K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
16+ 0.19% |
$1.77K - $2.03K
|
8.42K
$861K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.66K - $1.9K
|
11.1K
$1.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
14+ 0.77% |
$1.55K - $1.77K
|
1.82K
$186K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
13+ 0.04% |
$1.44K - $1.65K
|
32.5K
$3.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.44K - $1.65K
|
2.84K
$290K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
13+ 0.49% |
$1.44K - $1.65K
|
2.66K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
13+ 0.29% |
$1.44K - $1.65K
|
4.55K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
13+ 0.28% |
$1.44K - $1.65K
|
4.63K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13+ 0.49% |
$1.44K - $1.65K
|
2.64K
$270K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12+ 0.5% |
$1.33K - $1.52K
|
2.41K
$247K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
12New |
$1.33K - $1.52K
|
12
$1.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.4% |
$1.33K - $1.52K
|
3.04K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
12+ 0.45% |
$1.33K - $1.52K
|
2.65K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12+ 0.36% |
$1.33K - $1.52K
|
3.31K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.39% |
$1.22K - $1.39K
|
2.86K
$292K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
11+ 0.47% |
$1.22K - $1.39K
|
2.35K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11+ 0.41% |
$1.22K - $1.39K
|
2.72K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
11+ 0.53% |
$1.22K - $1.39K
|
2.07K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
10+ 0.97% |
$1.11K - $1.27K
|
1.05K
$107K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 2.84% |
$1.11K - $1.27K
|
362
$37K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.11K - $1.27K
|
3.56K
$363K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
10+ 9.17% |
$1.11K - $1.27K
|
119
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.18% |
$1.11K - $1.27K
|
5.64K
$576K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
9+ 0.45% |
$995 - $1.14K
|
1.99K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.42% |
$995 - $1.14K
|
2.16K
$221K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
8+ 0.26% |
$884 - $1.01K
|
3.12K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$884 - $1.01K
|
3.01K
$308K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
8+ 0.3% |
$884 - $1.01K
|
2.69K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
8+ 0.17% |
$884 - $1.01K
|
4.85K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8+ 0.41% |
$884 - $1.01K
|
1.94K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
8+ 0.08% |
$884 - $1.01K
|
10.5K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$774 - $886
|
5.22K
$534K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
7+ 0.08% |
$774 - $886
|
8.81K
$900K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.28% |
$774 - $886
|
2.5K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.14% |
$663 - $760
|
4.32K
$442K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.21% |
$663 - $760
|
2.86K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.04% |
$663 - $760
|
14.2K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6+ 0.32% |
$663 - $760
|
1.88K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.36% |
$663 - $760
|
1.67K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
6+ 0.58% |
$663 - $760
|
1.04K
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.2% |
$553 - $633
|
2.54K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$553 - $633
|
4.7K
$481K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.21% |
$553 - $633
|
2.4K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5+ 0.17% |
$553 - $633
|
2.87K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 14.29% |
$553 - $633
|
40
$4.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
5+ 3.55% |
$553 - $633
|
146
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5+ 0.17% |
$553 - $633
|
2.92K
$299K
|