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ConocoPhillips
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.1B
2
State Street
State Street
Massachusetts
+$1.85B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$549M
4
Barclays
Barclays
United Kingdom
+$389M
5
DZ Bank
DZ Bank
Germany
+$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$378M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1026
Avidian Wealth Enterprises
Texas
$1.12M -$24.5K -211 -2%
IWA
1027
Icon Wealth Advisors
Texas
$1.12M +$1.12M +9,663 New
DWP
1028
Daymark Wealth Partners
Ohio
$1.12M +$2.09K +18 +0.2%
MGIA
1029
Matthew Goff Investment Advisor
Texas
$1.12M – – –
CAM
1030
Cubic Asset Management
Massachusetts
$1.12M -$203K -1,750 -15%
IAIM
1031
International Assets Investment Management
Florida
$1.11M +$191K +1,644 +21%
UM
1032
UniSuper Management
Australia
$1.11M +$68.8K +593 +7%
IA
1033
IFP Advisors
Florida
$1.11M -$774K -6,663 -41%
IPW
1034
Impact Partnership Wealth
Georgia
$1.11M +$104K +892 +10%
CIC
1035
Carnegie Investment Counsel
Ohio
$1.11M -$30.2K -260 -3%
CCS
1036
Concentric Capital Strategies
Connecticut
$1.1M +$1.1M +9,486 New
HIA
1037
Harbor Investment Advisory
Maryland
$1.1M -$58.6K -505 -5%
CT
1038
Columbia Trust
Oregon
$1.1M +$13K +112 +1%
VHAM
1039
Van Hulzen Asset Management
California
$1.1M +$2.32K +20 +0.2%
ESB
1040
Essex Savings Bank
Connecticut
$1.09M +$34.9K +301 +3%
TBA
1041
Tower Bridge Advisors
Pennsylvania
$1.08M -$16K -138 -1%
HA
1042
Harbor Advisors
Florida
$1.08M – – –
CWM
1043
Circle Wealth Management
New Jersey
$1.08M +$23.8K +205 +2%
PA
1044
Probity Advisors
Texas
$1.08M -$464 -4 -0%
RBC
1045
Romano Brothers & Co
Illinois
$1.07M -$46K -396 -4%
FT
1046
Fiduciary Trust
Massachusetts
$1.07M -$136K -1,168 -11%
MGIA
1047
Moneta Group Investment Advisors
Missouri
$1.07M +$44.8K +386 +4%
GLA
1048
Good Life Advisors
Pennsylvania
$1.07M -$57.6K -496 -5%
CGL
1049
Clarius Group LLC
Washington
$1.07M -$32.8K -283 -3%
BFO
1050
Boston Family Office
Massachusetts
$1.07M – – –
40 41
42
43 44