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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 %
GM
2001
GeoWealth Management
Illinois
$19K -$63.7K -674 -77%
AFS
2002
Annapolis Financial Services
Maryland
$19K -$198 -2 -1%
PCTC
2003
Perkins Coie Trust Company
Washington
$18.9K
OA
2004
Operose Advisors
Wisconsin
$18.9K
GWSA
2005
Global Wealth Strategies & Associates
Colorado
$18.9K
RA
2006
Rise Advisors
New York
$18.5K +$9.62K +97 +108%
LOIP
2007
Live Oak Investment Partners
Texas
$18.2K -$21.6K
CYG
2008
Clean Yield Group
Vermont
$17.9K -$16.4K -165 -48%
PAG
2009
Paladin Advisory Group
Iowa
$16.8K +$16.8K +169 New
Capstone Investment Advisors
2010
Capstone Investment Advisors
New York
$16.7K +$16.7K +168 New
AT
2011
Avalon Trust
New Mexico
$16.4K +$16.4K +165 New
CAL
2012
Capital Advisors Ltd
Ohio
$16K -$85.3K -837 -84%
AFG
2013
Albion Financial Group
Utah
$15.8K
BWL
2014
Bogart Wealth LLC
Virginia
$15.8K -$8.33K -84 -35%
OLVIG
2015
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K
CT
2016
Clearstead Trust
Maine
$14.9K -$62.2K -627 -81%
CWA
2017
Core Wealth Advisors
Florida
$14.9K
SC
2018
Stephens Consulting
Michigan
$14.9K
DWA
2019
Delos Wealth Advisors
Texas
$14.6K -$14.9K -150 -51%
KA
2020
Kozak & Associates
Colorado
$14.6K -$10.4K -105 -42%
NL
2021
NVWM LLC
Pennsylvania
$14.3K -$770K -7,711 -98%
CFFP
2022
Center for Financial Planning
Michigan
$14.2K +$2.88K +29 +25%
WTA
2023
Washington Trust Advisors
Massachusetts
$14.1K
TFP
2024
Tilia Fiduciary Partners
North Carolina
$13.9K +$99 +1 +0.7%
EWP
2025
Elevation Wealth Partners
California
$13.7K +$13.7K +138 New