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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 %
BWM
1401
Baron Wealth Management
Michigan
$510K +$43.3K +373 +9%
CPA
1402
Cardiff Park Advisors
California
$510K +$4.06K +35 +0.8%
VSQM
1403
V-Square Quantitative Management
Illinois
$509K – – –
WP
1404
WealthSource Partners
California
$508K -$76.3K -657 -13%
LSPW
1405
Lake Street Private Wealth
Illinois
$507K -$66.6K -574 -12%
NPF
1406
Norris Perne & French
Michigan
$507K – – –
PA
1407
PFG Advisors
Arizona
$506K +$2.44K +21 +0.5%
AL
1408
Aspiriant LLC
California
$505K +$25.9K +223 +5%
PFSC
1409
Peoples Financial Services Corp
Pennsylvania
$504K – – –
BWA
1410
BlueChip Wealth Advisors
Georgia
$503K +$503K +4,336 New
MPW
1411
Monterey Private Wealth
California
$502K +$696 +6 +0.1%
DWM
1412
Defined Wealth Management
Oregon
$501K -$3.13K -27 -0.6%
V
1413
VeraBank
Texas
$500K -$5.22K -45 -1%
SAI
1414
Savvy Advisors Inc
New York
$500K +$500K +4,307 New
NJBEST
1415
New Jersey Better Educational Savings Trust
New Jersey
$499K – – –
POIA
1416
Pin Oak Investment Advisors
Texas
$497K -$14.5K -125 -3%
SCM
1417
Saxony Capital Management
Missouri
$497K +$497K +4,278 New
HBT
1418
Hills Bank & Trust
Iowa
$496K -$11.5K -99 -2%
FFO
1419
Fiduciary Family Office
Florida
$496K +$496K +4,272 New
ADL
1420
Asset Dedication LLC
California
$494K +$2.66K +23 +0.5%
LW
1421
Linscomb Wealth
Texas
$494K -$11.1K -96 -2%
PIA
1422
Perennial Investment Advisors
California
$493K +$1.86K +16 +0.4%
GCM
1423
Gallacher Capital Management
Colorado
$493K +$206K +1,778 +72%
CWM
1424
Concentric Wealth Management
California
$492K -$7.55K -65 -2%
DJSG
1425
D.J. St. Germain
Massachusetts
$491K -$8.13K -70 -2%
55 56
57
58 59