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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 %
AG
1451
Advocate Group
Minnesota
$537K – – –
RDWM
1452
Red Door Wealth Management
Tennessee
$537K +$121K +948 +29%
HCM
1453
Hollencrest Capital Management
California
$537K – – –
LAM
1454
Lummis Asset Management
Texas
$536K -$1.14M -8,995 -68%
SAI
1455
Savvy Advisors Inc
New York
$536K -$11.8K -93 -2%
KIG
1456
Kennedy Investment Group
New Jersey
$536K -$44.8K -352 -8%
TAM
1457
Townsend Asset Management
North Carolina
$532K +$82K +644 +18%
SWM
1458
Stockman Wealth Management
Montana
$531K +$509 +4 +0.1%
CCM
1459
Canal Capital Management
Virginia
$530K +$2.55K +20 +0.5%
BFPW
1460
BOK Financial Private Wealth
Colorado
$530K -$91.9K -722 -15%
DJSG
1461
D.J. St. Germain
Massachusetts
$528K -$10.4K -82 -2%
AIA
1462
Alera Investment Advisors
Illinois
$527K +$107K +843 +26%
BWAM
1463
Boyd Watterson Asset Management
Ohio
$525K -$636 -5 -0.1%
TAM
1464
Trillium Asset Management
Massachusetts
$525K -$127 -1 -0%
MSFS
1465
Main Street Financial Solutions
Pennsylvania
$524K +$121K +950 +30%
PC
1466
Port Capital
Illinois
$524K -$44.7K -351 -8%
ADL
1467
Asset Dedication LLC
California
$524K -$19.7K -155 -4%
GGS
1468
Galvin Gaustad & Stein
Arizona
$523K +$1.78K +14 +0.3%
AT
1469
Arden Trust
Delaware
$523K – – –
XF
1470
XML Financial
Maryland
$521K -$63.3K -497 -11%
NCM
1471
Neumann Capital Management
California
$520K – – –
BCG
1472
Breakwater Capital Group
New Jersey
$519K +$17.6K +138 +4%
FSC
1473
Full Sail Capital
Oklahoma
$519K – – –
FFA
1474
Founders Financial Alliance
North Carolina
$517K -$55.7K -438 -10%
CWM
1475
Calamos Wealth Management
Illinois
$517K -$1.91K -15 -0.4%
57 58
59
60 61