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 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.36K+ 28.27% |
$261K - $299K
|
10.7K
$929K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.35K+ 18.03% |
$260K - $298K
|
15.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.34KNew |
$258K - $296K
|
2.34K
$202K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$256K - $294K
|
2.32K
$201K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.31K+ 6.53% |
$256K - $293K
|
37.7K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.3K+ 20.78% |
$254K - $291K
|
13.3K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.29K+ 16.66% |
$253K - $290K
|
16.1K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.27K+ 2.63% |
$251K - $287K
|
88.7K
$7.69M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26KNew |
$249K - $286K
|
2.26K
$196K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.22K+ 18.06% |
$245K - $281K
|
14.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.21KNew |
$244K - $280K
|
2.21K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.19KNew |
$242K - $278K
|
2.19K
$190K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.19K+ 10.25% |
$242K - $277K
|
23.6K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
2.14KNew |
$236K - $271K
|
2.14K
$185K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.13K+ 7.88% |
$235K - $270K
|
29.2K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.12KNew |
$235K - $269K
|
2.12K
$184K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.12KNew |
$235K - $269K
|
2.12K
$184K
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.1KNew |
$232K - $266K
|
2.1K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.08K+ 98.02% |
$230K - $264K
|
4.21K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.06K+ 12.59% |
$228K - $261K
|
18.4K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.06KNew |
$228K - $261K
|
2.06K
$179K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.05K+ 10.8% |
$226K - $259K
|
21K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.04K+ 26.71% |
$226K - $259K
|
9.7K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.04KNew |
$226K - $258K
|
2.04K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.04KNew |
$225K - $258K
|
2.04K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.03KNew |
$224K - $257K
|
2.03K
$176K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.03K+ 42.28% |
$224K - $256K
|
6.81K
$591K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.03KNew |
$224K - $256K
|
2.03K
$176K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2K+ 30.89% |
$221K - $253K
|
8.48K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Pickering Energy Partners LP
Houston, TX |
BUY
|
- |
2KNew |
$221K - $253K
|
2K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.99K+ 3.31% |
$220K - $252K
|
62.3K
$5.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.98K+ 14.37% |
$219K - $251K
|
15.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.98KNew |
$219K - $251K
|
1.98K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.98KNew |
$219K - $250K
|
1.98K
$172K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.97KNew |
$218K - $250K
|
1.97K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.97KNew |
$217K - $249K
|
1.97K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.97K+ 211.17% |
$217K - $249K
|
2.9K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.95K+ 39.49% |
$216K - $247K
|
6.9K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
1.95K+ 16.07% |
$216K - $247K
|
14.1K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.95KNew |
$216K - $247K
|
1.95K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$215K - $246K
|
1.95K
$169K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.94KNew |
$214K - $245K
|
1.94K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.92K+ 51.95% |
$212K - $243K
|
5.62K
$488K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.91KNew |
$211K - $242K
|
1.91K
$166K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.88K+ 3.85% |
$208K - $238K
|
50.7K
$4.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.87K+ 2.04% |
$206K - $236K
|
93.6K
$8.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.86KNew |
$206K - $235K
|
1.86K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.86K+ 14.26% |
$206K - $235K
|
14.9K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
1.85KNew |
$205K - $235K
|
1.85K
$161K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.85K+ 25.49% |
$204K - $234K
|
9.09K
$788K
|