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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5.92KNew |
$654K - $749K
|
5.92K
$606K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.88KNew |
$650K - $745K
|
5.88K
$602K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.86KNew |
$648K - $742K
|
5.86K
$600K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
5.83KNew |
$645K - $738K
|
5.83K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.79K+ 39.21% |
$640K - $733K
|
20.6K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.77KNew |
$638K - $730K
|
5.77K
$591K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.66KNew |
$625K - $716K
|
5.66K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.62KNew |
$621K - $711K
|
5.62K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.59K+ 17.19% |
$618K - $707K
|
38.1K
$3.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.58KNew |
$616K - $706K
|
5.58K
$571K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.53K+ 4.37% |
$611K - $700K
|
132K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.43KNew |
$600K - $688K
|
5.43K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.42K+ 28.44% |
$599K - $686K
|
24.5K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.41K+ 0.46% |
$598K - $685K
|
1.19M
$121M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.39KNew |
$596K - $683K
|
5.39K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.35KNew |
$592K - $678K
|
5.35K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
5.3K+ 15.79% |
$586K - $671K
|
38.9K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.28K+ 100.04% |
$584K - $669K
|
10.6K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.28K+ 5.35% |
$584K - $669K
|
104K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.26K+ 41.12% |
$581K - $665K
|
18K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.25K+ 51.83% |
$580K - $664K
|
15.4K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.19K+ 1.71% |
$573K - $656K
|
308K
$31.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.17KNew |
$572K - $655K
|
5.17K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.09KNew |
$562K - $644K
|
5.09K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.05K+ 22.46% |
$559K - $640K
|
27.6K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
5.04K+ 25.64% |
$557K - $638K
|
24.7K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 26.53% |
$555K - $636K
|
24K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
4.97KNew |
$549K - $629K
|
4.97K
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.96K+ 65.49% |
$548K - $628K
|
12.5K
$1.28M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.96K+ 65.49% |
$548K - $628K
|
12.5K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
4.95K+ 52.56% |
$547K - $627K
|
14.4K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.92K+ 4.61% |
$543K - $622K
|
112K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.9K+ 2.76% |
$542K - $620K
|
183K
$18.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
4.8K+ 5.97% |
$531K - $608K
|
85.3K
$8.73M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
4.79KNew |
$529K - $606K
|
4.79K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.78K+ 51.46% |
$529K - $605K
|
14.1K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
4.7K+ 83.56% |
$519K - $595K
|
10.3K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.67K+ 7.53% |
$516K - $591K
|
66.6K
$6.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.61K+ 15.28% |
$509K - $583K
|
34.7K
$3.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
4.47K+ 74.5% |
$494K - $566K
|
10.5K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
4.45K+ 37.92% |
$492K - $563K
|
16.2K
$1.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.44K+ 44.39% |
$491K - $562K
|
14.4K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.41K+ 215.72% |
$487K - $558K
|
6.45K
$660K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.34KNew |
$479K - $549K
|
4.34K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.33K+ 0.06% |
$478K - $548K
|
7.09M
$726M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.31KNew |
$476K - $545K
|
4.31K
$441K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.31K+ 11.78% |
$476K - $545K
|
40.8K
$4.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.28KNew |
$473K - $542K
|
4.28K
$438K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.27KNew |
$472K - $541K
|
4.27K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 1641.09% |
$468K - $536K
|
4.49K
$460K
|