Purchases and Sales Made in Q3 2024 in Conocophillips (COP)
This table provides information about the institutional ownership of Conocophillips (COP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
673+ 5.08% |
$68.8K - $78.5K
|
13.9K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
666+ 8.07% |
$68.1K - $77.7K
|
8.92K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
659+ 14.69% |
$67.4K - $76.8K
|
5.15K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
655+ 14.5% |
$67K - $76.4K
|
5.17K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
653+ 30.46% |
$66.8K - $76.1K
|
2.8K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
648+ 10.19% |
$66.3K - $75.6K
|
7.01K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
636+ 26.56% |
$65.1K - $74.2K
|
3.03K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
634+ 7.01% |
$64.9K - $73.9K
|
9.68K
$869K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
631+ 12.66% |
$64.6K - $73.6K
|
5.62K
$504K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
614+ 33.37% |
$62.8K - $71.6K
|
2.45K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
610+ 4.59% |
$62.4K - $71.1K
|
13.9K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
600+ 2.11% |
$61.4K - $70K
|
29K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
600New |
$61.4K - $70K
|
600
$53.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
599+ 6.22% |
$61.3K - $69.8K
|
10.2K
$919K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
596+ 3.06% |
$61K - $69.5K
|
20.1K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
594+ 0.48% |
$60.8K - $69.3K
|
124K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
594+ 9.08% |
$60.8K - $69.3K
|
7.13K
$640K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
589+ 5.49% |
$60.3K - $68.7K
|
11.3K
$1.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
586+ 12.46% |
$59.9K - $68.3K
|
5.29K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
582+ 1.28% |
$59.5K - $67.9K
|
46K
$4.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
573New |
$58.6K - $66.8K
|
573
$51.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
572+ 3.1% |
$58.5K - $66.7K
|
19K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
567+ 2.13% |
$58K - $66.1K
|
27.2K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
556+ 5.23% |
$56.9K - $64.8K
|
11.2K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
550+ 13.97% |
$56.3K - $64.1K
|
4.49K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
547New |
$56K - $63.8K
|
547
$49.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
537+ 14.98% |
$54.9K - $62.6K
|
4.12K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
533+ 6.04% |
$54.5K - $62.2K
|
9.35K
$839K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
530+ 6.72% |
$54.2K - $61.8K
|
8.41K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
528+ 0.97% |
$54K - $61.6K
|
55.2K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
522+ 0.05% |
$53.4K - $60.9K
|
1.02M
$91.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
517+ 4.62% |
$52.9K - $60.3K
|
11.7K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
509+ 3.69% |
$52.1K - $59.4K
|
14.3K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
508+ 27.55% |
$52K - $59.2K
|
2.35K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
500+ 6.39% |
$51.2K - $58.3K
|
8.32K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
500+ 16.19% |
$51.2K - $58.3K
|
3.59K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
500+ 21.9% |
$51.2K - $58.3K
|
2.78K
$250K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
500+ 20.07% |
$51.2K - $58.3K
|
2.99K
$268K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500+ 20.49% |
$51.2K - $58.3K
|
2.94K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
496+ 2.33% |
$50.7K - $57.8K
|
21.8K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
487+ 6.52% |
$49.8K - $56.8K
|
7.96K
$714K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
485+ 6.96% |
$49.6K - $56.6K
|
7.46K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
483+ 2.05% |
$49.4K - $56.3K
|
24.1K
$2.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
482+ 0.25% |
$49.3K - $56.2K
|
195K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
476+ 52.48% |
$48.7K - $55.5K
|
1.38K
$124K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
475+ 3.17% |
$48.6K - $55.4K
|
15.5K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
468+ 3.51% |
$47.9K - $54.6K
|
13.8K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
468+ 5.93% |
$47.9K - $54.6K
|
8.36K
$751K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
466+ 1.24% |
$47.7K - $54.3K
|
38K
$3.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
465+ 3.4% |
$47.6K - $54.2K
|
14.1K
$1.27M
|