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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 %
TWD
1976
True Wealth Design
Ohio
$31.6K -$680K -6,857 -96%
TCA
1977
Trifecta Capital Advisors
Illinois
$31.4K
PP
1978
PrairieView Partners
Minnesota
$31K
KFI
1979
Key Financial Inc
Pennsylvania
$27.7K
CQS
1980
Credential Qtrade Securities
$27.1K
JGIA
1981
Jackson Grant Investment Advisers
Connecticut
$26.7K +$21.3K +215 +398%
AA
1982
AlphaMark Advisors
Kentucky
$26K
CCA
1983
Column Capital Advisors
Indiana
$25.3K
MWM
1984
Mascoma Wealth Management
New Hampshire
$25.2K -$5.45K -53 -18%
AWM
1985
AllSquare Wealth Management
New York
$24.1K
CSPAM
1986
Cary Street Partners Asset Management
Virginia
$23.7K
CBT
1987
Central Bank & Trust
Kentucky
$23.5K +$13.6K +137 +137%
IAS
1988
IMA Advisory Services
Colorado
$23.2K +$4.56K +46 +24%
UFF
1989
USA Financial Formulas
Michigan
$22.8K +$22.8K +230 New
OCM
1990
Orion Capital Management
California
$22.5K
IWMWV
1991
Ironwood Wealth Management (West Virginia)
West Virginia
$21.3K
EI
1992
Ellevest Inc
New York
$20.7K +$14.2K +143 +217%
KC
1993
Kenfarb & Co
Kentucky
$20.6K
RCG
1994
Rock Creek Group
District of Columbia
$20.5K +$20.5K +207 New
SSC
1995
Syverson Strege & Co
Iowa
$20.4K -$111K -1,114 -84%
LFA
1996
Level Financial Advisors
New York
$20K -$2.78K -28 -12%
TC
1997
Truvestments Capital
Florida
$19.8K -$4.96K -50 -20%
CM
1998
Cornerstone Management
Georgia
$19.8K
GA
1999
GoalVest Advisory
New York
$19.3K
MSFP
2000
Mark Sheptoff Financial Planning
Connecticut
$19K