Purchases and Sales Made in Q1 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q1 2024. 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, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
620+ 0.72% |
$66.3K - $78.9K
|
86.7K
$8.63M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
614+ 3.38% |
$65.7K - $78.1K
|
18.8K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
609+ 12.34% |
$65.1K - $77.5K
|
5.54K
$551K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
601+ 1365.91% |
$64.3K - $76.5K
|
645
$64.2K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
601+ 7.42% |
$64.3K - $76.5K
|
8.7K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
599+ 6.47% |
$64.1K - $76.2K
|
9.86K
$981K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
599+ 12.05% |
$64.1K - $76.2K
|
5.57K
$554K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
597+ 5.04% |
$63.8K - $76K
|
12.4K
$1.24M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
594+ 2.82% |
$63.5K - $75.6K
|
21.6K
$2.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
586+ 5.17% |
$62.7K - $74.6K
|
11.9K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
582+ 765.79% |
$62.2K - $74.1K
|
658
$65.5K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
576+ 2.2% |
$61.6K - $73.3K
|
26.7K
$2.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
570+ 2.29% |
$61K - $72.5K
|
25.4K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
569+ 4.9% |
$60.8K - $72.4K
|
12.2K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
566+ 1.03% |
$60.5K - $72K
|
55.5K
$5.52M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
566+ 16.26% |
$60.5K - $72K
|
4.05K
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
549+ 7.82% |
$58.7K - $69.9K
|
7.57K
$753K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
548+ 16.54% |
$58.6K - $69.7K
|
3.86K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
545+ 0.52% |
$58.3K - $69.4K
|
105K
$10.5M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
541+ 29.84% |
$57.8K - $68.9K
|
2.35K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
540+ 11.25% |
$57.7K - $68.7K
|
5.34K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
531+ 1.26% |
$56.8K - $67.6K
|
42.6K
$4.24M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529+ 4.26% |
$56.6K - $67.3K
|
12.9K
$1.29M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
527+ 1.31% |
$56.4K - $67.1K
|
40.7K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
524+ 25.11% |
$56K - $66.7K
|
2.61K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
524+ 15.14% |
$56K - $66.7K
|
3.99K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
521+ 5.39% |
$55.7K - $66.3K
|
10.2K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
508+ 10.88% |
$54.3K - $64.7K
|
5.18K
$515K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
505+ 8.43% |
$54K - $64.3K
|
6.5K
$646K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
503+ 54.09% |
$53.8K - $64K
|
1.43K
$143K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
500+ 50.0% |
$53.5K - $63.6K
|
1.5K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
500+ 7.35% |
$53.5K - $63.6K
|
7.3K
$726K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
484+ 0.93% |
$51.8K - $61.6K
|
52.3K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
484+ 2.61% |
$51.8K - $61.6K
|
19.1K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
480+ 3.79% |
$51.3K - $61.1K
|
13.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
472+ 7.84% |
$50.5K - $60.1K
|
6.49K
$646K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
472+ 7.98% |
$50.5K - $60.1K
|
6.39K
$636K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
469+ 8.05% |
$50.2K - $59.7K
|
6.3K
$626K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
469+ 0.55% |
$50.2K - $59.7K
|
85.6K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
466+ 0.09% |
$49.8K - $59.3K
|
502K
$50M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
450+ 1.01% |
$48.1K - $57.3K
|
44.9K
$4.47M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
450+ 21.27% |
$48.1K - $57.3K
|
2.57K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
449+ 3.39% |
$48K - $57.1K
|
13.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
444+ 10.62% |
$47.5K - $56.5K
|
4.62K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
439+ 7.85% |
$46.9K - $55.9K
|
6.03K
$600K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
437+ 13.62% |
$46.7K - $55.6K
|
3.65K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
434+ 12.03% |
$46.4K - $55.2K
|
4.04K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
433+ 17.62% |
$46.3K - $55.1K
|
2.89K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
431+ 3.05% |
$46.1K - $54.9K
|
14.6K
$1.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
427+ 3.81% |
$45.7K - $54.3K
|
11.6K
$1.16M
|