Purchases and Sales Made in Q1 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.34KNew |
$221K - $292K
|
2.34K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.33K+ 6.03% |
$220K - $291K
|
41K
$3.59M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.29KNew |
$216K - $285K
|
2.29K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.27K+ 42.22% |
$215K - $283K
|
7.66K
$670K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
2.24K+ 5.07% |
$212K - $280K
|
46.5K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.24K+ 9.13% |
$212K - $279K
|
26.8K
$2.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$210K - $278K
|
2.23K
$195K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.22KNew |
$210K - $277K
|
2.22K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.19K+ 0.83% |
$207K - $273K
|
266K
$23.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.19K+ 25.45% |
$206K - $272K
|
10.8K
$943K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$203K - $267K
|
2.15K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.14K+ 5.96% |
$202K - $266K
|
38K
$3.33M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.11K+ 4.54% |
$199K - $263K
|
48.5K
$4.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.09K+ 9.94% |
$197K - $260K
|
23.1K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$195K - $258K
|
2.07K
$181K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.04K+ 1.9% |
$193K - $255K
|
110K
$9.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.04K+ 104.3% |
$192K - $254K
|
3.99K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.99K+ 26.53% |
$188K - $248K
|
9.49K
$831K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.98K+ 28.34% |
$187K - $247K
|
8.97K
$785K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.97K+ 72.93% |
$186K - $246K
|
4.68K
$409K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 4.37% |
$185K - $245K
|
46.8K
$4.1M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 14.73% |
$183K - $242K
|
15.1K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.86K+ 14.62% |
$176K - $232K
|
14.6K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.86K+ 15.09% |
$176K - $232K
|
14.2K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.84K+ 24.81% |
$174K - $230K
|
9.27K
$812K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.74K+ 2.45% |
$164K - $217K
|
72.6K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
BUY
|
- |
1.72K+ 4.68% |
$162K - $214K
|
38.4K
$3.37M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.72K+ 68.68% |
$162K - $214K
|
4.22K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.71KNew |
$161K - $213K
|
1.71K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.7K+ 11.69% |
$161K - $212K
|
16.3K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 12.03% |
$161K - $212K
|
15.8K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
1.66K+ 0.79% |
$157K - $207K
|
211K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.66K+ 5.1% |
$157K - $207K
|
34.2K
$2.99M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.59K+ 42.33% |
$150K - $199K
|
5.36K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59K+ 9.58% |
$150K - $198K
|
18.2K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.54K+ 5.08% |
$145K - $192K
|
31.8K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.53K+ 5.31% |
$145K - $191K
|
30.3K
$2.66M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.52K+ 1.78% |
$143K - $189K
|
87.1K
$7.62M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.51K+ 19.9% |
$142K - $188K
|
9.08K
$795K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.5K+ 62.85% |
$141K - $187K
|
3.88K
$340K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.5K+ 14.12% |
$141K - $187K
|
12.1K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
1.48K+ 19.39% |
$140K - $185K
|
9.12K
$799K
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.48K+ 1.4% |
$139K - $184K
|
107K
$9.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.47K+ 3.8% |
$138K - $183K
|
40K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.46K+ 66.33% |
$138K - $182K
|
3.66K
$320K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.42K+ 8.25% |
$134K - $177K
|
18.7K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.4K+ 1.62% |
$132K - $175K
|
87.6K
$7.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
1.4K+ 77.78% |
$132K - $175K
|
3.2K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.4K+ 1.95% |
$132K - $175K
|
73.1K
$6.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 28.79% |
$131K - $174K
|
6.23K
$545K
|