Purchases and Sales Made in Q1 2022 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
54+ 1.41% |
$3.98K - $5.81K
|
3.88K
$382K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
52+ 19.7% |
$3.84K - $5.59K
|
316
$31.1K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
50+ 1.52% |
$3.69K - $5.38K
|
3.33K
$328K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50New |
$3.69K - $5.38K
|
50
$4.92K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 7.77% |
$3.61K - $5.27K
|
680
$66.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
47+ 0.82% |
$3.47K - $5.05K
|
5.81K
$571K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.1% |
$3.32K - $4.84K
|
45.2K
$4.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43+ 3.26% |
$3.17K - $4.62K
|
1.36K
$134K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
43+ 1.23% |
$3.17K - $4.62K
|
3.54K
$349K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
43+ 0.69% |
$3.17K - $4.62K
|
6.26K
$616K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 3.29% |
$3.1K - $4.52K
|
1.32K
$130K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
42+ 2.76% |
$3.1K - $4.52K
|
1.57K
$154K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
42+ 1.3% |
$3.1K - $4.52K
|
3.27K
$322K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 5.58% |
$3.1K - $4.52K
|
795
$78.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
41+ 1.43% |
$3.02K - $4.41K
|
2.92K
$287K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
40+ 0.3% |
$2.95K - $4.3K
|
13.5K
$1.33M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
40New |
$2.95K - $4.3K
|
40
$3.93K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
38+ 0.83% |
$2.8K - $4.09K
|
4.63K
$456K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36New |
$2.66K - $3.87K
|
36
$3.54K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
36+ 0.12% |
$2.66K - $3.87K
|
29K
$2.85M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
36+ 18.37% |
$2.66K - $3.87K
|
232
$22.8K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 6.39% |
$2.58K - $3.76K
|
583
$57.3K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 2.94% |
$2.29K - $3.33K
|
1.09K
$107K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
30+ 375.0% |
$2.21K - $3.23K
|
38
$3.74K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
30+ 0.11% |
$2.21K - $3.23K
|
27.4K
$2.69M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
27+ 0.32% |
$1.99K - $2.9K
|
8.42K
$829K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
25+ 0.71% |
$1.84K - $2.69K
|
3.55K
$349K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
23+ 1.11% |
$1.7K - $2.47K
|
2.1K
$207K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$1.55K - $2.26K
|
21
$2.07K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
21+ 0.19% |
$1.55K - $2.26K
|
10.8K
$1.06M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21+ 0.47% |
$1.55K - $2.26K
|
4.46K
$439K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
20+ 0.15% |
$1.48K - $2.15K
|
13K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
20+ 0.17% |
$1.48K - $2.15K
|
11.8K
$1.16M
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.04% |
$1.48K - $2.15K
|
56.7K
$5.58M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
19+ 0.36% |
$1.4K - $2.04K
|
5.26K
$517K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
18+ 0.36% |
$1.33K - $1.94K
|
4.97K
$489K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.33% |
$1.33K - $1.94K
|
5.45K
$536K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 3.22% |
$1.25K - $1.83K
|
545
$53.6K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
16+ 0.61% |
$1.18K - $1.72K
|
2.64K
$260K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.75% |
$1.11K - $1.61K
|
2.02K
$198K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.25% |
$1.03K - $1.51K
|
5.7K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14New |
$1.03K - $1.51K
|
14
$1.38K
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 0.08% |
$1.03K - $1.51K
|
17K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13+ 0.18% |
$959 - $1.4K
|
7.24K
$712K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.63% |
$885 - $1.29K
|
1.93K
$190K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12New |
$885 - $1.29K
|
12
$1.18K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
11New |
$811 - $1.18K
|
11
$1.08K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$664 - $968
|
15.7K
$1.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
7+ 0.26% |
$516 - $753
|
2.67K
$263K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7New |
$516 - $753
|
7
$689
|