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ConocoPhillips

2,090 hedge funds and large institutions have $99.8B invested in ConocoPhillips in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 830 increasing their positions, 777 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,090
Holders Change
+8
Holders Change %
+0.38%
% of All Funds
32.96%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.69%
New
139
Increased
830
Reduced
777
Closed
109
Calls
$1.51B
Puts
$1.42B
Net Calls
+$90.5M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Shares
Change %
WTG
2001
West Tower Group
Virginia
$26.8K +$26.8K +259 New
CCA
2002
Column Capital Advisors
Indiana
$26.4K
AWM
2003
AllSquare Wealth Management
New York
$24.6K
CBT
2004
Central Bank & Trust
Kentucky
$24.6K
TFA
2005
Toth Financial Advisory
Virginia
$23.7K -$11.4K -110 -32%
KC
2006
Kenfarb & Co
Kentucky
$21.6K
LFA
2007
Level Financial Advisors
New York
$20.9K
TC
2008
Truvestments Capital
Florida
$20.7K
IWMWV
2009
Ironwood Wealth Management (West Virginia)
West Virginia
$20.1K
AFS
2010
Annapolis Financial Services
Maryland
$19.8K
PCTC
2011
Perkins Coie Trust Company
Washington
$19.8K
OA
2012
Operose Advisors
Wisconsin
$19.7K
GWSA
2013
Global Wealth Strategies & Associates
Colorado
$19.7K
MSFP
2014
Mark Sheptoff Financial Planning
Connecticut
$19K
GM
2015
GeoWealth Management
Illinois
$19K -$2.22K -21 -10%
LOIP
2016
Live Oak Investment Partners
Texas
$19K -$18.2K
WAM
2017
Worth Asset Management
Texas
$18.9K +$5.18K +50 +38%
OLVIG
2018
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$2.07K +20 +13%
PAG
2019
Paladin Advisory Group
Iowa
$17.5K
CWA
2020
Core Wealth Advisors
Florida
$15.5K
SC
2021
Stephens Consulting
Michigan
$15.5K
MTIC
2022
Missouri Trust & Investment Company
Missouri
$15.4K +$12.3K +119 +397%
KA
2023
Kozak & Associates
Colorado
$15.4K
DWA
2024
Delos Wealth Advisors
Texas
$15.3K +$103 +1 +0.7%
NRG
2025
Nemes Rush Group
Michigan
$14.9K +$14.9K +144 New