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ConocoPhillips

2,082 hedge funds and large institutions have $99.4B invested in ConocoPhillips in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 780 increasing their positions, 853 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,082
Holders Change
-72
Holders Change %
-3.34%
% of All Funds
33.32%
Holding in Top 10
45
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-38.36%
% of All Funds
0.72%
New
138
Increased
780
Reduced
853
Closed
158
Calls
$1.97B
Puts
$1.6B
Net Calls
+$370M
Net Calls Change
-$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
1301
Financial Management Professionals
Texas
$513K +$131K +1,317 +34%
PWMAG
1302
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$11.5K -116 -2%
WI
1303
WrapManager Inc
California
$510K +$37.9K +382 +8%
HWMT
1304
Heritage Wealth Management (Texas)
Texas
$509K -$10.1K -102 -2%
IA
1305
IFP Advisors
Florida
$509K -$1.45M -29,857 -74%
FSA
1306
Fort Sheridan Advisors
Illinois
$509K +$326K +3,281 +178%
DFG
1307
Delta Financial Group
New Jersey
$507K +$1.49K +15 +0.3%
NLGIA
1308
Nippon Life Global Investors Americas
New York
$506K -$20.8M -210,010 -98%
TF
1309
TLWM Financial
Texas
$499K -$4.56K -46 -0.9%
BA
1310
Bristlecone Advisors
Washington
$497K +$595 +6 +0.1%
NL
1311
NWAM LLC
Washington
$497K -$31.1K -313 -6%
LIA
1312
LS Investment Advisors
Michigan
$497K
WCM
1313
Washington Capital Management
Washington
$496K -$49.6K -500 -9%
APW
1314
Austin Private Wealth
Texas
$494K +$58.5K +590 +13%
IGWM
1315
ICA Group Wealth Management
Colorado
$493K -$41.9K -422 -8%
GWM
1316
Geneos Wealth Management
Colorado
$489K -$124K -1,251 -20%
SIG
1317
Sargent Investment Group
Maryland
$488K +$60.7K +560 +14%
HT
1318
Headlands Technologies
Illinois
$488K +$488K +4,919 New
GF
1319
Goodman Financial
Texas
$487K -$54.3K -547 -10%
CWM
1320
Concentric Wealth Management
California
$487K -$6.45K -65 -1%
AIM
1321
Aspen Investment Management
Michigan
$484K +$298 +3 +0.1%
MWM
1322
Modera Wealth Management
New Jersey
$484K -$1.89K -19 -0.4%
MSAM
1323
Moloney Securities Asset Management
Missouri
$483K -$607K -6,119 -56%
CWM
1324
Circle Wealth Management
New Jersey
$482K +$97.5K +983 +25%
BCM
1325
Birmingham Capital Management
Alabama
$482K