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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 %
BWP
1726
Balboa Wealth Partners
Arizona
$241K -$94.2K -950 -28%
PGIM
1727
Pacific Global Investment Management
California
$239K -$2.98K -30 -1%
CFA
1728
Compass Financial Advisors
Indiana
$239K +$99 +1 +0%
MCCA
1729
Mill Creek Capital Advisors
Pennsylvania
$238K -$99 -1 -0%
MIM
1730
MTM Investment Management
South Carolina
$238K
TC
1731
Touchstone Capital
Pennsylvania
$238K
AO
1732
Advisor OS
Illinois
$238K +$238K +2,400 New
SSG
1733
Summit Securities Group
New York
$238K -$551K -5,559 -70%
RWA
1734
Ropes Wealth Advisors
Massachusetts
$236K -$26.9K -271 -10%
AWC
1735
Adamsbrown Wealth Consultants
Kansas
$236K +$26.3K +265 +13%
WWP
1736
WR Wealth Planners
Missouri
$235K +$149K +1,497 +171%
SWM
1737
Silverlake Wealth Management
Vermont
$235K -$2.48K -25 -1%
PFS
1738
Physicians Financial Services
North Carolina
$234K -$2.48K -25 -1%
KP
1739
Keel Point
Alabama
$234K +$5.95K +60 +3%
LC
1740
Lincoln Capital
Nebraska
$232K -$1.39K -14 -0.6%
AAG
1741
Armstrong Advisory Group
Massachusetts
$232K
CPRC
1742
Consolidated Portfolio Review Corp
New York
$232K +$232K +2,339 New
BIM
1743
Bridgecreek Investment Management
Oklahoma
$231K
LC
1744
LCNB Corp
Ohio
$230K -$6.85K -69 -3%
MIM
1745
Meixler Investment Management
Arizona
$230K -$7.44K -75 -3%
IWM
1746
Integris Wealth Management
California
$230K -$1.39K -14 -0.6%
HAIM
1747
Hunter Associates Investment Management
Pennsylvania
$229K -$59.4K -597 -21%
AIM
1748
AHL Investment Management
Florida
$228K
MAM
1749
Mystic Asset Management
Rhode Island
$228K +$1.49K +15 +0.7%
SAF
1750
Smith Anglin Financial
Texas
$228K +$1.09K +11 +0.5%