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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 %
CWM
2026
CarsonAllaria Wealth Management
Illinois
$13.3K
WAM
2027
Worth Asset Management
Texas
$13.1K
FP
2028
Financial Perspectives
Minnesota
$12.8K
JFG
2029
JDM Financial Group
Texas
$12.5K
FFL
2030
Financial Freedom LLC
Ohio
$12.4K
MIM
2031
Macroview Investment Management
Maryland
$12.3K
WBC
2032
West Branch Capital
Massachusetts
$12.2K
ECM
2033
Everence Capital Management
Indiana
$12.2K +$612 +6,170 +5%
HFM
2034
Hartford Financial Management
Connecticut
$11.8K
SCA
2035
Stuart Chaussee & Associates
California
$11.3K
OIS
2036
Okabena Investment Services
Minnesota
$11.3K -$230K -3,074 -95%
DMKJ
2037
David M. Knott Jr
$11K
SHIM
2038
Stone House Investment Management
Pennsylvania
$11K +$11K +110 New
EWM
2039
Evermay Wealth Management
Virginia
$10.8K +$10.8K +109 New
CMA
2040
Cedar Mountain Advisors
Oregon
$10.4K
HC
2041
Hoese & Co
Minnesota
$10.3K
BBPWM
2042
Blue Bell Private Wealth Management
Pennsylvania
$10.3K
BAM
2043
Bellevue Asset Management
Washington
$10.2K
RTL
2044
Red Tortoise LLC
Georgia
$10.1K
MBFW
2045
Morton Brown Family Wealth
Pennsylvania
$10.1K +$2.38K +24 +31%
LWA
2046
Lowe Wealth Advisors
Maryland
$9.92K -$1.69K -17 -15%
HWM
2047
HighMark Wealth Management
Minnesota
$9.52K +$992 +10 +12%
GCM
2048
Gables Capital Management
Florida
$9.43K +$9.43K +95 New
PG
2049
Proffitt & Goodson
Tennessee
$9.33K
BC
2050
Belmont Capital
California
$9.23K +$9.23K +93 New