Latest Institutional Transactions on Conocophillips (COP)
This table provides information on the latest institutional transactions involving Conocophillips (COP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5- 0.23% |
$535 - $636
|
2.13K
$210K
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-230- 11.87% |
$24.6K - $29.3K
|
1.71K
$169K
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$158K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-100- 56.18% |
$10.7K - $12.7K
|
78
$7.71K
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-161- 8.89% |
$17.2K - $20.5K
|
1.65K
$163K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-106- 0.43% |
$11.3K - $13.5K
|
24.7K
$2.44M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
62+ 0.52% |
$6.63K - $7.89K
|
12.1K
$1.19M
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
944+ 14.3% |
$101K - $120K
|
7.55K
$746K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
148+ 6.42% |
$15.8K - $18.8K
|
2.45K
$242K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.7KNew |
$182K - $216K
|
1.7K
$168K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-84.8K- 97.58% |
$9.07M - $10.8M
|
2.1K
$208K
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.13KNew |
$762K - $907K
|
7.13K
$705K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
65New |
$6.95K - $8.27K
|
65
$6.42K
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.6KNew |
$171K - $204K
|
1.6K
$158K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.69KNew |
$180K - $215K
|
1.69K
$167K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.56% |
$2.78K - $3.31K
|
4.65K
$459K
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.78KNew |
$190K - $226K
|
1.78K
$175K
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2K- 10.53% |
$214K - $255K
|
17K
$1.68M
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$228K - $272K
|
2.14K
$211K
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.63KNew |
$174K - $207K
|
1.63K
$161K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
245New |
$26.2K - $31.2K
|
245
$24.2K
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.23K+ 137.34% |
$346K - $411K
|
5.59K
$552K
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
50+ 0.55% |
$5.35K - $6.36K
|
9.14K
$903K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.71KNew |
$183K - $218K
|
1.71K
$169K
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.63KNew |
$174K - $207K
|
1.63K
$161K
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
57+ 2.95% |
$6.1K - $7.25K
|
1.99K
$197K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-18.9K- 7.93% |
$2.02M - $2.41M
|
220K
$21.7M
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.59KNew |
$170K - $203K
|
1.59K
$157K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
689New |
$73.7K - $87.7K
|
689
$68.1K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 200.0% |
$5.35K - $6.36K
|
75
$7.41K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
11.3KNew |
$1.21M - $1.44M
|
11.3K
$1.12M
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$184K - $219K
|
1.72K
$170K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$1.62M - $1.93M
|
15.2K
$1.5M
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.65K+ 18.4% |
$177K - $211K
|
10.6K
$1.05M
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-13- 0.71% |
$1.39K - $1.65K
|
1.81K
$179K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 5.56% |
$10.7K - $12.7K
|
1.7K
$168K
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
1.62KNew |
$173K - $206K
|
1.62K
$160K
|
|
Q4 2023 | |||||||
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-51.2K- 7.95% |
$5.65M - $6.48M
|
593K
$58.6M
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
112+ 6.24% |
$12.4K - $14.2K
|
1.91K
$189K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5New |
$553 - $633
|
5
$494
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
233New |
$25.8K - $29.5K
|
233
$23K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
204New |
$22.5K - $25.8K
|
204
$20.2K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.14K+ 338.81% |
$125K - $144K
|
1.47K
$145K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26KNew |
$249K - $286K
|
2.26K
$223K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
21New |
$2.32K - $2.66K
|
21
$2.08K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
99New |
$10.9K - $12.5K
|
99
$9.78K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 6.45% |
$44.2K - $50.6K
|
6.6K
$652K
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
16+ 0.19% |
$1.77K - $2.03K
|
8.42K
$832K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
115New |
$12.7K - $14.6K
|
115
$11.4K
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
152+ 4.49% |
$16.8K - $19.2K
|
3.54K
$349K
|