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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 %
DC
1676
DeDora Capital
California
$265K -$48.7K -491 -16%
Kovitz Investment Group Partners
1677
Kovitz Investment Group Partners
Illinois
$265K -$18.2K -183 -6%
RAM
1678
Roanoke Asset Management
New Jersey
$265K
HGWM
1679
Horst & Graben Wealth Management
Oregon
$262K +$1.29K +13 +0.5%
HKAM
1680
Horizon Kinetics Asset Management
New York
$262K +$57.2K +577 +28%
ST
1681
Spinnaker Trust
Maine
$262K -$48.7K -491 -16%
FSWA
1682
Financial Synergies Wealth Advisors
Texas
$261K +$43K +433 +20%
WCG
1683
Weaver Consulting Group
California
$261K
CSB
1684
City State Bank
Iowa
$261K
WA
1685
WP Advisors
California
$260K +$1.19K +12 +0.5%
OHWP
1686
Oak Harbor Wealth Partners
North Carolina
$260K
ACM
1687
Acrisure Capital Management
Texas
$259K +$259K +2,613 New
GWM
1688
Greenwich Wealth Management
Connecticut
$259K -$16.4K -166 -6%
VSQM
1689
V-Square Quantitative Management
Illinois
$259K +$259K +2,607 New
EWA
1690
EP Wealth Advisors
California
$258K -$1.78M -32,139 -87%
SW
1691
Solidarity Wealth
Utah
$257K +$257K +2,574 New
RCM
1692
Requisite Capital Management
Texas
$256K -$79.8K -800 -24%
KOC
1693
Koss-Olinger Consulting
Florida
$256K -$63K -636 -20%
TSW
1694
Thompson Siegel & Walmsley
Virginia
$256K
NME
1695
Notis-McConarty Edward
$255K -$7.34K -74 -3%
HFM
1696
Hartford Funds Management
Pennsylvania
$255K +$66.1K +666 +35%
PSCM
1697
Per Stirling Capital Management
Texas
$255K -$19.9K -201 -7%
SDH
1698
Sloy Dahl & Holst
Washington
$252K
QPWM
1699
Quadrant Private Wealth Management
Pennsylvania
$251K +$15K +150 +6%
EIA
1700
Edgemoor Investment Advisors
Maryland
$251K -$37.4K -377 -13%