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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 %
FFA
1426
Founders Financial Alliance
North Carolina
$484K -$88.7K -740 -15%
BHPW
1427
Beverly Hills Private Wealth
California
$482K -$226K -1,889 -32%
BWM
1428
Baron Wealth Management
Michigan
$482K +$2.16K +18 +0.4%
CCA
1429
Cadent Capital Advisors
Oklahoma
$482K +$2.4K +20 +0.5%
CCA
1430
Cobblestone Capital Advisors
New York
$481K – – –
NSAM
1431
North Star Asset Management
Wisconsin
$481K +$18K +150 +4%
SDAM
1432
Shulman DeMeo Asset Management
New York
$481K -$81.3K -679 -14%
LCS
1433
Levin Capital Strategies
New York
$479K – – –
SM
1434
Southport Management
Wyoming
$479K +$479K +4,000 New
EM
1435
Excalibur Management
Massachusetts
$479K – – –
CSI
1436
Cross Staff Investments
New York
$477K – – –
BCB
1437
Brian C. Broderick
$475K +$5.99K +50 +1%
PFWA
1438
Paces Ferry Wealth Advisors
Georgia
$475K -$17.5K -146 -4%
MCCP
1439
Mission Creek Capital Partners
California
$474K -$11.9K -99 -2%
SIA
1440
Strategic Investment Advisors
Michigan
$471K +$2.64K +22 +0.6%
CCMG
1441
Clark Capital Management Group
Pennsylvania
$471K -$668K -5,575 -59%
CFP
1442
Catalyst Financial Partners
Massachusetts
$471K +$42.1K +351 +10%
HFS
1443
Howard Financial Services
Texas
$471K +$8.51K +71 +2%
MA
1444
MONECO Advisors
Connecticut
$470K +$11.9K +99 +3%
WC
1445
Waterloo Capital
Texas
$470K +$144K +1,205 +44%
FB
1446
First Bancorp
Maine
$468K – – –
LWM
1447
Laidlaw Wealth Management
New York
$467K +$162K +1,350 +53%
HBT
1448
Heartland Bank & Trust
Illinois
$467K +$5.15K +43 +1%
KFS
1449
Kelly Financial Services
Massachusetts
$466K – – –
FSWA
1450
Financial Synergies Wealth Advisors
Texas
$466K +$6.59K +55 +1%
56 57
58
59 60