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ConocoPhillips

2,248 hedge funds and large institutions have $114B invested in ConocoPhillips in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 812 increasing their positions, 870 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,248
Holders Change
+84
Holders Change %
+3.88%
% of All Funds
32.95%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.66%
New
239
Increased
812
Reduced
870
Closed
123
Calls
$1.98B
Puts
$1.92B
Net Calls
+$53.4M
Net Calls Change
-$307M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
2001
Headlands Technologies
Illinois
$151K -$640K -5,517 -81%
WAS
2002
Winch Advisory Services
Wisconsin
$151K -$21.9K -189 -13%
SAM
2003
S.A. Mason
Michigan
$151K
FWM
2004
FSA Wealth Management
Massachusetts
$149K +$149K +1,164 New
NMG
2005
New Millennium Group
Utah
$145K
TSWM
2006
Tyler-Stone Wealth Management
Ohio
$143K +$12.2K +105 +9%
CPG
2007
Cornerstone Planning Group
New Jersey
$143K -$696 -6 -0.5%
FPB
2008
First PREMIER Bank
South Dakota
$142K
SNB
2009
Security National Bank
Nebraska
$141K +$141K +1,212 New
FFA
2010
Fairfield Financial Advisors
Massachusetts
$140K
CAC
2011
Core Alternative Capital
Georgia
$140K -$3.37K -29 -2%
FFO
2012
Fortitude Family Office
Arizona
$139K +$139K +1,200 New
CA
2013
Centerpoint Advisors
Massachusetts
$132K -$1.4K -12 -1%
JFA
2014
JNBA Financial Advisors
Minnesota
$128K -$7.08K -61 -5%
CAL
2015
Capital Advisors Ltd
Ohio
$128K +$2.45K +21 +2%
DF
2016
DecisionPoint Financial
Arizona
$125K +$8.82K +76 +8%
MSG
2017
Main Street Group
Virginia
$125K +$125K +1,074 New
AAP
2018
Arax Advisory Partners
Colorado
$123K -$24K -207 -16%
GPI
2019
General Partner Inc
Pennsylvania
$123K
GG
2020
Gleason Group
Kentucky
$121K +$1.16K +10 +1%
AP
2021
Atwood & Palmer
Missouri
$120K -$21.1K -182 -15%
BC
2022
Belmont Capital
California
$120K +$696 +6 +0.6%
TWM
2023
Tradition Wealth Management
Minnesota
$119K -$1.05K -9 -0.9%
SAG
2024
Spotlight Asset Group
Illinois
$117K
ACA
2025
American Capital Advisory
Idaho
$117K +$117K +1,004 New