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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 %
MCA
1501
MSH Capital Advisors
Arizona
$503K +$82.2K +646 +20%
EM
1502
Excalibur Management
Massachusetts
$502K – – –
LW
1503
Linscomb Wealth
Texas
$501K -$40.7K -320 -8%
CPA
1504
Capital Planning Advisors
California
$501K -$1.66K -13 -0.3%
CB
1505
CNB Bank
Pennsylvania
$500K -$4.33K -34 -0.9%
WC
1506
Waterloo Capital
Texas
$497K +$51.7K +406 +12%
FSWA
1507
Financial Synergies Wealth Advisors
Texas
$495K +$215K +1,690 +77%
KFS
1508
Kelly Financial Services
Massachusetts
$495K – – –
MHIC
1509
Marble Harbor Investment Counsel
Massachusetts
$492K – – –
PSB
1510
Piscataqua Savings Bank
New Hampshire
$492K – – –
GF
1511
Goodman Financial
Texas
$491K +$69.7K +548 +17%
PWMG
1512
Prestige Wealth Management Group
New Jersey
$489K -$3.56K -28 -0.7%
AA
1513
Auxano Advisors
Washington
$489K +$489K +3,843 New
BFC
1514
Bedel Financial Consulting
Indiana
$487K – – –
MFG
1515
Midwest Financial Group
Kansas
$485K +$26K +204 +6%
IIC
1516
Integrated Investment Consultants
Michigan
$484K +$75.6K +594 +18%
MA
1517
Montag & Associates
Georgia
$484K – – –
PCA
1518
Pallas Capital Advisors
Massachusetts
$484K +$81.2K +638 +20%
KCIC
1519
Kuhn & Co Investment Counsel
Illinois
$481K +$255 +2 +0.1%
SP
1520
Stonebrook Private
Michigan
$480K -$14.8K -116 -3%
MCCP
1521
Mission Creek Capital Partners
California
$480K +$255 +2 +0.1%
BHPW
1522
Beverly Hills Private Wealth
California
$478K -$34.2K -269 -7%
DSC
1523
Duncker Streett & Co
Missouri
$477K +$12.7K +100 +3%
MIC
1524
Meridian Investment Counsel
California
$476K +$2.16K +17 +0.5%
AF
1525
Advisornet Financial
Minnesota
$475K +$103K +806 +28%
59 60
61
62 63