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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 %
DCBT
2051
Dakota Community Bank & Trust
North Dakota
$97.3K +$5.34K +46 +6%
WIA
2052
Wetzel Investment Advisors
Indiana
$96K +$96K +829 New
MLA
2053
MB, Levis & Associates
Pennsylvania
$94.2K +$464 +4 +0.5%
BCMLT
2054
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.4K -$12K -100 -11%
LIM
2055
Lagoda Investment Management
New York
$92.9K
TFM
2056
TFC Financial Management
Massachusetts
$92.6K -$25.5K -220 -22%
LFA
2057
Livelsberger Financial Advisory
Ohio
$92.2K +$92.2K +794 New
WOC
2058
West Oak Capital
California
$92K
SIS
2059
Sound Income Strategies
Florida
$91.3K +$29.5K +254 +48%
BIA
2060
Bell Investment Advisors
California
$88.8K +$232 +2 +0.3%
MFC
2061
Mechanics Financial Corp
Ohio
$87.1K
FWM
2062
Focused Wealth Management
New York
$82.3K +$20.7K +178 +34%
AI
2063
AXS Investments
New York
$81.5K +$2.79K +24 +4%
CAM
2064
Costello Asset Management
Pennsylvania
$81.2K
SA
2065
SRH Advisors
Kansas
$81K
CWC
2066
Carolinas Wealth Consulting
North Carolina
$79.7K +$26 +1 +0%
OCM
2067
Osterweis Capital Management
California
$78.8K
CAM
2068
Creekmur Asset Management
Illinois
$77.9K +$77.9K +671 New
EC
2069
EdgeRock Capital
Colorado
$77.2K +$77.2K +698 New
FCMT
2070
Founders Capital Management (Texas)
Texas
$76.4K
RDFA
2071
Ritter Daniher Financial Advisory
Ohio
$75.4K
AWM
2072
Abound Wealth Management
Tennessee
$75.1K -$1.28K -11 -2%
CFG
2073
CKW Financial Group
Hawaii
$75K -$11.5K -100 -13%
CSWM
2074
Cassady Schiller Wealth Management
Ohio
$73.8K
TVAMP
2075
Tennessee Valley Asset Management Partners
Tennessee
$73.8K +$73.8K +636 New