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ConocoPhillips
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Overview Fund Activity

2,312 hedge funds and large institutions have $122B invested in ConocoPhillips in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 874 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+64
Holders Change %
+2.85%
% of All Funds
33.51%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
201
Increased
874
Reduced
869
Closed
108
Calls
$1.7B
Puts
$1.7B
Net Calls
+$3.9M
Net Calls Change
-$49.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
Franklin Resources
Franklin Resources
California
+$783M
3
Primecap Management
Primecap Management
California
+$350M
4
DZ Bank
DZ Bank
Germany
+$242M
5
Capital International Investors
Capital International Investors
California
+$236M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49B
3
Capital World Investors
Capital World Investors
California
-$782M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$688M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
1226
Prosperity Consulting Group
Maryland
$840K +$347K +2,723 +70%
BEC
1227
Blue Edge Capital
Virginia
$840K – – –
BWP
1228
Baldwin Wealth Partners
Massachusetts
$838K -$20.4K -160 -2%
MRCM
1229
M&R Capital Management
New Jersey
$838K -$181K -1,421 -18%
CF
1230
Copperwynd Financial
Arizona
$838K -$37.8K -297 -4%
OPA
1231
Old Port Advisors
Maine
$835K -$5.09K -40 -0.6%
FCB
1232
First County Bank
Connecticut
$834K -$62.7K -493 -7%
MYIA
1233
Mount Yale Investment Advisors
Colorado
$833K -$38.3K -301 -4%
CWA
1234
CM Wealth Advisors
Ohio
$832K +$832K +6,731 New
RSWM
1235
Robertson Stephens Wealth Management
California
$826K +$60.1K +472 +8%
TCWA
1236
Turtle Creek Wealth Advisors
Texas
$826K +$23.7K +186 +3%
MWM
1237
Modern Wealth Management
Kansas
$826K +$77.3K +607 +10%
WFC
1238
Western Financial Corp
California
$824K -$60.6K -476 -7%
STA
1239
Summit Trail Advisors
New York
$824K +$9.04K +71 +1%
DRD
1240
Dennis R. Delaney
$822K – – –
PFBT
1241
Parkside Financial Bank & Trust
Missouri
$821K +$52.9K +416 +7%
IPW
1242
Impact Partnership Wealth
Georgia
$820K -$395K -3,105 -33%
LWMM
1243
Legacy Wealth Management (Mississippi)
Mississippi
$818K – – –
SCM
1244
SOL Capital Management
Maryland
$816K – – –
MWM
1245
Moran Wealth Management
Florida
$813K -$9.93K -78 -1%
PPA
1246
Painted Porch Advisors
California
$813K +$60.1K +472 +8%
BEI
1247
Benjamin Edwards Inc
Missouri
$810K -$485K -3,810 -37%
SPA
1248
Sherbrooke Park Advisers
New York
$803K +$803K +6,309 New
GRP
1249
Global Retirement Partners
California
$801K +$59.7K +469 +8%
FFA
1250
Fortune Financial Advisors
Kansas
$799K -$5.35K -42 -0.7%
48 49
50
51 52