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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 %
AA
1076
Advisory Alpha
Michigan
$986K +$2.21K +19 +0.2%
FA
1077
FDx Advisors
Illinois
$985K +$3.48K +30 +0.4%
JAFL
1078
Jay A. Fishman Ltd
Michigan
$984K +$232K +2,000 +31%
CCA
1079
Catalyst Capital Advisors
New York
$981K -$167K -1,437 -15%
APP
1080
Avantax Planning Partners
Iowa
$981K +$20K +172 +2%
EHC
1081
Everett Harris & Co
California
$980K -$5.34K -46 -0.5%
TFS
1082
Thoroughbred Financial Services
Tennessee
$979K +$351K +3,026 +56%
EFMC
1083
Empire Financial Management Company
New York
$978K +$1.86K +16 +0.2%
SFP
1084
Shepherd Financial Partners
Massachusetts
$975K -$702K -6,048 -42%
SCP
1085
Stamos Capital Partners
California
$974K -$66.2K -570 -6%
BCCM
1086
Bridge Creek Capital Management
Massachusetts
$972K – – –
UWS
1087
Unique Wealth Strategies
Illinois
$971K +$971K +8,366 New
BBNA
1088
Bremer Bank National Association
Minnesota
$968K +$58.3K +502 +6%
TWM
1089
Tanager Wealth Management
United Kingdom
$968K – – –
MSWM
1090
McGlone Suttner Wealth Management
Wisconsin
$963K +$66.5K +573 +7%
SA
1091
SAM Advisors
California
$960K +$960K +8,273 New
NL
1092
Navalign LLC
California
$960K -$8.71K -75 -0.9%
SAMC
1093
Spectrum Asset Management (California)
California
$956K – – –
PVI
1094
Pine Valley Investments
New Jersey
$953K +$34.8K +300 +4%
VCM
1095
Virtue Capital Management
Tennessee
$952K -$290K -2,492 -23%
Jones Financial Companies
1096
Jones Financial Companies
Missouri
$948K +$40.4K +348 +4%
AWM
1097
Angeles Wealth Management
California
$948K +$2.79K +24 +0.3%
HB
1098
HTLF Bank
Colorado
$945K +$945K +8,145 New
TCOT
1099
Trust Company of Toledo
Ohio
$943K – – –
GWMR
1100
GC Wealth Management RIA
Massachusetts
$940K +$940K +8,102 New
42 43
44
45 46