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ConocoPhillips
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Overview Fund Activity

2,164 hedge funds and large institutions have $116B invested in ConocoPhillips in 2023 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 853 increasing their positions, 768 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+74
Holders Change %
+3.54%
% of All Funds
34.5%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
1.02%
New
188
Increased
853
Reduced
768
Closed
92
Calls
$2.24B
Puts
$1.88B
Net Calls
+$361M
Net Calls Change
+$270M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$809M
2
AIM
Alphinity Investment Management
Australia
+$310M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$283M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$171M
5
CWP
Capital Wealth Planning
Florida
+$171M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$353M
2
Capital International Investors
Capital International Investors
California
-$244M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$178M
4
State Street
State Street
Massachusetts
-$177M
5
Harris Associates
Harris Associates
Illinois
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
676
WCG Wealth Advisors
Nevada
$2.84M +$560K +4,605 +24%
KS
677
Karpas Strategies
Connecticut
$2.84M – – –
AMIM
678
Aull & Monroe Investment Management
Alabama
$2.83M -$24K -200 -0.8%
AC
679
Annandale Capital
Texas
$2.83M -$15.5K -129 -0.5%
GWM
680
Guardian Wealth Management
Illinois
$2.83M +$331K +2,767 +13%
MKC
681
M. Kraus & Co
Vermont
$2.81M -$13.2K -110 -0.5%
ACIM
682
Azimuth Capital Investment Management
Michigan
$2.81M -$52.2K -436 -2%
EWA
683
EP Wealth Advisors
California
$2.81M +$2.56M +21,410 +1,068%
NEAM
684
New England Asset Management
Connecticut
$2.8M -$512K -4,271 -15%
AA
685
Ancora Advisors
Ohio
$2.8M -$18.6K -155 -0.7%
SSI
686
Scott & Selber Inc
Texas
$2.78M -$6.11K -51 -0.2%
PRS
687
Pinkerton Retirement Specialists
Idaho
$2.77M +$34.9K +291 +1%
EP
688
Eudaimonia Partners
Tennessee
$2.76M +$73K +609 +3%
DAM
689
Deltec Asset Management
New York
$2.76M -$659K -5,500 -19%
MCM
690
Monument Capital Management
Virginia
$2.74M +$2.74M +22,891 New
VAG
691
VisionPoint Advisory Group
Texas
$2.72M +$47K +392 +2%
WWM
692
Western Wealth Management
Colorado
$2.7M -$73.8K -616 -3%
GT
693
Greenleaf Trust
Michigan
$2.68M +$413K +3,448 +18%
YIA
694
YHB Investment Advisors
Connecticut
$2.68M +$310K +2,591 +13%
AUB
695
Atlantic Union Bankshares
Virginia
$2.68M +$451K +3,763 +20%
CWS
696
Confluence Wealth Services
Pennsylvania
$2.68M +$108K +905 +4%
TPCW
697
TD Private Client Wealth
New York
$2.68M -$107K -895 -4%
GCM
698
Genus Capital Management
British Columbia, Canada
$2.66M -$701K -5,855 -21%
VFA
699
Valeo Financial Advisors
Indiana
$2.66M +$104K +864 +4%
WJWM
700
Williams Jones Wealth Management
New York
$2.66M -$49.7K -415 -2%
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