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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 %
PWMG
1476
Prestige Wealth Management Group
New Jersey
$449K +$4.64K +40 +1%
MHIC
1477
Marble Harbor Investment Counsel
Massachusetts
$449K -$23.2K -200 -5%
PSB
1478
Piscataqua Savings Bank
New Hampshire
$449K – – –
BFC
1479
Bedel Financial Consulting
Indiana
$444K – – –
HL
1480
HeadInvest LLC
Maine
$443K – – –
MSS
1481
Mitchell Sinkler & Starr
Pennsylvania
$443K +$443K +3,817 New
FTWA
1482
Fifth Third Wealth Advisors
Ohio
$443K +$443K +3,817 New
MA
1483
Montag & Associates
Georgia
$442K -$821K -7,075 -65%
SDAM
1484
Shulman DeMeo Asset Management
New York
$439K -$26.8K -231 -6%
KCIC
1485
Kuhn & Co Investment Counsel
Illinois
$439K +$439K +3,780 New
MCCP
1486
Mission Creek Capital Partners
California
$437K -$21.7K -187 -5%
ESBC
1487
E.S. Barr & Co
Kentucky
$432K – – –
MIC
1488
Meridian Investment Counsel
California
$432K – – –
FWM
1489
Forza Wealth Management
Florida
$432K -$427K -3,680 -50%
NCM
1490
Novare Capital Management
North Carolina
$432K – – –
S4W
1491
Solutions 4 Wealth
Texas
$428K +$428K +3,684 New
EP
1492
Edgestream Partners
New Jersey
$427K -$260K -2,241 -38%
BBA
1493
BLB&B Advisors
Pennsylvania
$427K -$4.53K -39 -1%
BCG
1494
Breakwater Capital Group
New Jersey
$426K +$46.5K +430 +12%
SIA
1495
Strategic Investment Advisors
Michigan
$426K -$31.1K -268 -7%
DSC
1496
Duncker Streett & Co
Missouri
$424K – – –
SFWA
1497
Summit Financial Wealth Advisors
Louisiana
$423K – – –
FMB
1498
Field & Main Bank
Kentucky
$422K -$7.54K -65 -2%
TWM
1499
Thrive Wealth Management
Pennsylvania
$422K -$6.62K -57 -2%
ST
1500
Smithfield Trust
Pennsylvania
$422K -$10.7K -92 -2%
58 59
60
61 62