Purchases and Sales Made in Q3 2023 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.39K+ 40.56% |
$240K - $298K
|
8.28K
$854K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
2.37K+ 118.59% |
$238K - $295K
|
4.37K
$451K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.36KNew |
$237K - $294K
|
2.36K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.36KNew |
$237K - $294K
|
2.36K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.36K+ 33.34% |
$236K - $293K
|
9.42K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.35K+ 14.81% |
$236K - $293K
|
18.2K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 10.02% |
$236K - $292K
|
25.8K
$2.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.35K+ 4.32% |
$236K - $292K
|
56.7K
$5.85M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.33K+ 3.79% |
$234K - $290K
|
63.9K
$6.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.33K+ 2.61% |
$234K - $290K
|
91.7K
$9.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.31K+ 25.47% |
$232K - $288K
|
11.4K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$231K - $286K
|
2.3K
$237K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.3KNew |
$230K - $286K
|
2.3K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.28K+ 29.04% |
$229K - $284K
|
10.2K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.28K+ 25.03% |
$228K - $283K
|
11.4K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.26KNew |
$226K - $281K
|
2.26K
$232K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.25KNew |
$226K - $280K
|
2.25K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.25KNew |
$226K - $280K
|
2.25K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
2.25K+ 74.54% |
$226K - $280K
|
5.27K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 6.12% |
$225K - $280K
|
38.9K
$4.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 5.14% |
$225K - $279K
|
45.9K
$4.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 30.25% |
$224K - $278K
|
9.61K
$990K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.23K+ 1165.45% |
$223K - $277K
|
2.42K
$249K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
2.22KNew |
$223K - $277K
|
2.22K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.22KNew |
$223K - $276K
|
2.22K
$229K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.21K+ 25.82% |
$222K - $275K
|
10.8K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.21K+ 6.89% |
$221K - $275K
|
34.2K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$220K - $273K
|
2.2K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.18K+ 11.4% |
$219K - $272K
|
21.3K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.16K+ 460.21% |
$217K - $269K
|
2.63K
$271K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.15KNew |
$216K - $268K
|
2.15K
$222K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 65.25% |
$214K - $266K
|
5.41K
$558K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.13K+ 39.11% |
$214K - $265K
|
7.57K
$780K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13KNew |
$213K - $265K
|
2.13K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
2.12K+ 4.46% |
$213K - $264K
|
49.7K
$5.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.12K+ 64.61% |
$213K - $264K
|
5.4K
$556K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.11K+ 35.84% |
$212K - $263K
|
8.01K
$825K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.11KNew |
$211K - $262K
|
2.11K
$217K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.11KNew |
$211K - $262K
|
2.11K
$217K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.1K+ 18.15% |
$211K - $261K
|
13.7K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.1K+ 0.18% |
$210K - $261K
|
1.2M
$123M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.08K+ 77.21% |
$209K - $259K
|
4.78K
$493K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.07K+ 42.94% |
$207K - $257K
|
6.88K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.07KNew |
$207K - $257K
|
2.07K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.06K+ 3.56% |
$206K - $256K
|
59.8K
$6.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.04KNew |
$205K - $254K
|
2.04K
$211K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.02KNew |
$202K - $251K
|
2.02K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.02KNew |
$202K - $251K
|
2.02K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.01K+ 83.82% |
$202K - $250K
|
4.41K
$454K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.01K+ 68.35% |
$201K - $250K
|
4.95K
$510K
|