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 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
55+ 87.3% |
$5.63K - $6.41K
|
118
$11.7K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
53+ 1.81% |
$5.42K - $6.18K
|
2.99K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
52+ 2.45% |
$5.32K - $6.06K
|
2.17K
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
51+ 0.2% |
$5.22K - $5.95K
|
25.7K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
50+ 0.18% |
$5.12K - $5.83K
|
27.8K
$2.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 2.2% |
$5.12K - $5.83K
|
2.32K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 8.14% |
$5.12K - $5.83K
|
664
$65.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.5% |
$5.12K - $5.83K
|
10.1K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
50+ 1.58% |
$5.12K - $5.83K
|
3.21K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
50+ 0.68% |
$5.12K - $5.83K
|
7.38K
$729K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
49+ 0.33% |
$5.01K - $5.71K
|
15K
$1.48M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
48+ 0.95% |
$4.91K - $5.6K
|
5.08K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
47+ 2.21% |
$4.81K - $5.48K
|
2.17K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
47+ 2.38% |
$4.81K - $5.48K
|
2.02K
$200K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
46+ 0.98% |
$4.71K - $5.36K
|
4.72K
$466K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
46+ 2.13% |
$4.71K - $5.36K
|
2.21K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
46+ 0.89% |
$4.71K - $5.36K
|
5.23K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
45+ 14.52% |
$4.6K - $5.25K
|
355
$35.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
45+ 1.66% |
$4.6K - $5.25K
|
2.76K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
45+ 1.66% |
$4.6K - $5.25K
|
2.76K
$273K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
44+ 2.34% |
$4.5K - $5.13K
|
1.93K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
44+ 1.89% |
$4.5K - $5.13K
|
2.38K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 1.32% |
$4.5K - $5.13K
|
3.39K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
44+ 1.23% |
$4.5K - $5.13K
|
3.62K
$357K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
43+ 9.68% |
$4.4K - $5.01K
|
487
$48.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
43+ 0.1% |
$4.4K - $5.01K
|
42.7K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
43New |
$4.4K - $5.01K
|
43
$4.25K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
42+ 0.41% |
$4.3K - $4.9K
|
10.3K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
41+ 0.3% |
$4.19K - $4.78K
|
13.8K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 0.41% |
$4.09K - $4.66K
|
9.9K
$978K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 0.69% |
$4.09K - $4.66K
|
5.87K
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
40+ 1.93% |
$4.09K - $4.66K
|
2.11K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
37+ 0.55% |
$3.79K - $4.31K
|
6.74K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
37+ 1.66% |
$3.79K - $4.31K
|
2.27K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 12.71% |
$3.79K - $4.31K
|
328
$32.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
36+ 1.34% |
$3.68K - $4.2K
|
2.72K
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
35+ 0.03% |
$3.58K - $4.08K
|
104K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
35+ 0.3% |
$3.58K - $4.08K
|
11.7K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
34+ 0.69% |
$3.48K - $3.96K
|
4.95K
$489K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
32+ 0.48% |
$3.27K - $3.73K
|
6.72K
$664K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31+ 15.42% |
$3.17K - $3.61K
|
232
$22.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.23% |
$2.97K - $3.38K
|
12.7K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29+ 0.21% |
$2.97K - $3.38K
|
13.9K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
28+ 0.23% |
$2.86K - $3.27K
|
12K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
27+ 0.7% |
$2.76K - $3.15K
|
3.86K
$381K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
26+ 0.47% |
$2.66K - $3.03K
|
5.59K
$552K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
26+ 0.79% |
$2.66K - $3.03K
|
3.31K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 3.53% |
$2.66K - $3.03K
|
762
$75.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26+ 0.9% |
$2.66K - $3.03K
|
2.91K
$288K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
26+ 0.54% |
$2.66K - $3.03K
|
4.88K
$482K
|