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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
206+ 5.4% |
$21.1K - $24K
|
4.02K
$418K
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
205+ 7.38% |
$21K - $23.9K
|
2.98K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
202+ 10.66% |
$20.7K - $23.6K
|
2.1K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
200+ 5.65% |
$20.5K - $23.3K
|
3.74K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 22.22% |
$20.5K - $23.3K
|
1.1K
$114K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
200+ 10.81% |
$20.5K - $23.3K
|
2.05K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
200+ 5.83% |
$20.5K - $23.3K
|
3.63K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
200+ 8.98% |
$20.5K - $23.3K
|
2.43K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
191+ 7.51% |
$19.5K - $22.3K
|
2.73K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
191+ 0.77% |
$19.5K - $22.3K
|
25K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
190+ 4.52% |
$19.4K - $22.2K
|
4.39K
$457K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
188+ 13.62% |
$19.2K - $21.9K
|
1.57K
$163K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
187+ 1.54% |
$19.1K - $21.8K
|
12.3K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
186+ 2.83% |
$19K - $21.7K
|
6.76K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
185+ 1.32% |
$18.9K - $21.6K
|
14.3K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
180+ 2.44% |
$18.4K - $21K
|
7.55K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
180+ 9.5% |
$18.4K - $21K
|
2.07K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
179+ 0.69% |
$18.3K - $20.9K
|
26K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
179+ 3.68% |
$18.3K - $20.9K
|
5.05K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
179+ 4.25% |
$18.3K - $20.9K
|
4.39K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
179+ 2.64% |
$18.3K - $20.9K
|
6.97K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
172+ 2.12% |
$17.6K - $20.1K
|
8.3K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
172+ 8.01% |
$17.6K - $20.1K
|
2.32K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
170+ 7.66% |
$17.4K - $19.8K
|
2.39K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
170+ 6.58% |
$17.4K - $19.8K
|
2.76K
$286K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
167New |
$17.1K - $19.5K
|
167
$17.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
167+ 5.74% |
$17.1K - $19.5K
|
3.08K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
166+ 0.74% |
$17K - $19.4K
|
22.6K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
166+ 2.2% |
$17K - $19.4K
|
7.7K
$801K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
164+ 8.13% |
$16.8K - $19.1K
|
2.18K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
164+ 2.0% |
$16.8K - $19.1K
|
8.36K
$869K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
164+ 7.86% |
$16.8K - $19.1K
|
2.25K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
163+ 8.12% |
$16.7K - $19K
|
2.17K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
163+ 8.6% |
$16.7K - $19K
|
2.06K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
162+ 1.67% |
$16.6K - $18.9K
|
9.87K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160+ 14.25% |
$16.4K - $18.7K
|
1.28K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 2.69% |
$16.3K - $18.5K
|
6.06K
$630K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
158+ 2.35% |
$16.2K - $18.4K
|
6.87K
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
157+ 6.43% |
$16.1K - $18.3K
|
2.6K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
155+ 0.78% |
$15.9K - $18.1K
|
20K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
154+ 7.03% |
$15.8K - $18K
|
2.34K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
150+ 7.43% |
$15.3K - $17.5K
|
2.17K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
150+ 7.48% |
$15.3K - $17.5K
|
2.16K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
150+ 4.02% |
$15.3K - $17.5K
|
3.88K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
150+ 1.39% |
$15.3K - $17.5K
|
11K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
150+ 59.76% |
$15.3K - $17.5K
|
401
$41.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
150+ 750.0% |
$15.3K - $17.5K
|
170
$17.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
148+ 1.06% |
$15.1K - $17.3K
|
14.1K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
144New |
$14.7K - $16.8K
|
144
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
142+ 2.02% |
$14.5K - $16.6K
|
7.17K
$746K
|