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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 %
BEAM
1426
Baker Ellis Asset Management
Washington
$556K -$12.7K -100 -2%
NPF
1427
Norris Perne & French
Michigan
$555K – – –
PA
1428
PFG Advisors
Arizona
$555K – – –
SMG
1429
Smart Money Group
Texas
$555K +$222K +1,764 +67%
EMAM
1430
Encompass More Asset Management
California
$554K +$554K +4,354 New
VA
1431
Valmark Advisers
Ohio
$554K -$6.87K -54 -1%
DWM
1432
Defined Wealth Management
Oregon
$553K +$3.18K +25 +0.6%
PFSC
1433
Peoples Financial Services Corp
Pennsylvania
$553K – – –
MPW
1434
Monterey Private Wealth
California
$553K +$2.42K +19 +0.4%
BWA
1435
BlueChip Wealth Advisors
Georgia
$552K – – –
PIA
1436
Perennial Investment Advisors
California
$551K +$9.55K +75 +2%
Q
1437
QVR
California
$550K +$550K +4,319 New
PA
1438
Prossimo Advisors
California
$549K -$175K -1,370 -24%
NJBEST
1439
New Jersey Better Educational Savings Trust
New Jersey
$547K – – –
CFP
1440
Catalyst Financial Partners
Massachusetts
$546K +$6.67K +52 +1%
HBT
1441
Hills Bank & Trust
Iowa
$545K +$891 +7 +0.2%
POIA
1442
Pin Oak Investment Advisors
Texas
$545K – – –
SCM
1443
Saxony Capital Management
Missouri
$545K +$382 +3 +0.1%
LSPW
1444
Lake Street Private Wealth
Illinois
$543K -$12.6K -99 -2%
FFA
1445
First Foundation Advisors
California
$542K -$63.3K -497 -10%
AL
1446
Aspiriant LLC
California
$541K -$13.2K -104 -2%
MSAM
1447
Moloney Securities Asset Management
Missouri
$540K -$988K -7,763 -65%
PP
1448
Patron Partners
Texas
$540K +$84.9K +667 +19%
NFC
1449
Northeast Financial Consultants
Connecticut
$540K -$112K -879 -17%
CWM
1450
Concentric Wealth Management
California
$539K – – –
56 57
58
59 60