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 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 5.77% |
$335K - $384K
|
55.7K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.03K+ 55.91% |
$334K - $383K
|
8.44K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.02KNew |
$334K - $382K
|
3.02K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3K+ 42.92% |
$332K - $380K
|
10K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3K+ 53.8% |
$331K - $380K
|
8.57K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3K+ 3.65% |
$331K - $379K
|
85.1K
$8.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.98K+ 37.25% |
$330K - $378K
|
11K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.96K+ 8.92% |
$327K - $375K
|
36.1K
$3.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.94K+ 8.2% |
$325K - $372K
|
38.8K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 89.06% |
$321K - $368K
|
6.17K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.91K+ 11.58% |
$321K - $368K
|
28K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
2.86K+ 17.83% |
$316K - $362K
|
18.9K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
2.84K+ 14.65% |
$314K - $360K
|
22.2K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.83KNew |
$313K - $358K
|
2.83K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.82K+ 56.41% |
$312K - $357K
|
7.82K
$800K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.81KNew |
$311K - $356K
|
2.81K
$288K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.78KNew |
$307K - $351K
|
2.78K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$307K - $351K
|
2.78K
$284K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.77K+ 59.98% |
$306K - $350K
|
7.38K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.73KNew |
$301K - $345K
|
2.73K
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.72KNew |
$300K - $344K
|
2.72K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.7K+ 1.21% |
$299K - $342K
|
226K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.65K+ 14.91% |
$293K - $336K
|
20.5K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.65KNew |
$292K - $335K
|
2.65K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.64K+ 133.87% |
$292K - $334K
|
4.61K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.63KNew |
$291K - $333K
|
2.63K
$270K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.63KNew |
$291K - $333K
|
2.63K
$269K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.63K+ 12.55% |
$291K - $333K
|
23.6K
$2.42M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.59KNew |
$286K - $328K
|
2.59K
$265K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.57KNew |
$284K - $325K
|
2.57K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.56K+ 62.52% |
$283K - $324K
|
6.65K
$681K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.52KNew |
$279K - $319K
|
2.52K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 1.96% |
$277K - $317K
|
130K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.5KNew |
$276K - $316K
|
2.5K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.49K+ 6.1% |
$275K - $315K
|
43.4K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.49K+ 27.21% |
$275K - $315K
|
11.6K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.48KNew |
$274K - $314K
|
2.48K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.47K+ 14.32% |
$273K - $312K
|
19.7K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.45KNew |
$271K - $310K
|
2.45K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.43KNew |
$268K - $307K
|
2.43K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
BUY
|
- |
2.4K+ 5.96% |
$265K - $304K
|
42.7K
$4.37M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.38KNew |
$263K - $301K
|
2.38K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.36K+ 28.27% |
$261K - $299K
|
10.7K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.35K+ 18.03% |
$260K - $298K
|
15.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.34KNew |
$258K - $296K
|
2.34K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.31K+ 6.53% |
$256K - $293K
|
37.7K
$3.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 20.78% |
$254K - $291K
|
13.3K
$1.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.29K+ 16.66% |
$253K - $290K
|
16.1K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.27K+ 2.63% |
$251K - $287K
|
88.7K
$9.08M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26KNew |
$249K - $286K
|
2.26K
$231K
|