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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 %
9WM
1326
9258 Wealth Management
Ohio
$579K +$87.9K +734 +18%
SP
1327
Successful Portfolios
Florida
$577K -$8.75K -73 -1%
MTC
1328
McDaniel Terry & Co
Texas
$574K – – –
BFPW
1329
BOK Financial Private Wealth
Colorado
$573K – – –
WANY
1330
Wealthspire Advisors (New York)
New York
$573K +$250K +2,083 +77%
BMO
1331
Beck Mack & Oliver
New York
$572K -$142K -1,186 -20%
SFS
1332
Stiles Financial Services
Minnesota
$572K +$92.2K +770 +19%
EI
1333
Ethic Inc
New York
$570K +$35.5K +296 +7%
VAS
1334
Vestmark Advisory Solutions
Massachusetts
$569K -$3.19M -26,666 -85%
HIP
1335
Harrell Investment Partners
Texas
$567K +$937 +8 +0.2%
MIP
1336
Marietta Investment Partners
Wisconsin
$565K – – –
GCA
1337
Guardian Capital Advisors
Ontario, Canada
$564K -$84K -721 -13%
CFS
1338
CRA Financial Services
New Jersey
$563K +$10.7K +89 +2%
MFA
1339
Mayflower Financial Advisors
Massachusetts
$563K +$8.15K +68 +1%
BS
1340
Bessemer Securities
New York
$562K -$677K -5,657 -55%
HCP
1341
Hexagon Capital Partners
Arkansas
$560K +$35.7K +298 +7%
LB
1342
Legacy Bridge
Iowa
$559K – – –
FPGT
1343
Financial Partners Group (Tennessee)
Tennessee
$559K +$2.16K +18 +0.4%
RTC
1344
Riverview Trust Company
Washington
$558K – – –
LA
1345
Legacy Advisors
Pennsylvania
$557K +$26.7K +222 +5%
EWS
1346
Evergreen Wealth Solutions
Pennsylvania
$553K -$22.5K -188 -4%
BCA
1347
Bay Colony Advisors
Massachusetts
$553K +$163K +1,357 +42%
SAI
1348
Systematic Alpha Investments
New Jersey
$552K – – –
SFO
1349
Stokes Family Office
Louisiana
$552K +$24.1K +201 +5%
SFM
1350
Signet Financial Management
New Jersey
$552K +$30.1K +251 +6%
52 53
54
55 56