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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 %
AC
1601
Apella Capital
Connecticut
$363K +$932 +8 +0.3%
BB
1602
Berkshire Bank
Massachusetts
$363K +$62.8K +541 +21%
WPC
1603
White Pine Capital
Minnesota
$362K -$69.6K -600 -16%
BHWM
1604
Bar Harbor Wealth Management
New Hampshire
$361K -$15.8K -136 -4%
CIP
1605
Convergence Investment Partners
Florida
$361K -$2.21K -19 -0.6%
JIP
1606
Jaffetilchin Investment Partners
Florida
$360K -$86.7K -747 -19%
CS
1607
Cannell & Spears
New York
$360K – – –
FSA
1608
Financial Security Advisor
Virginia
$360K +$28K +241 +8%
AA
1609
Aufman Associates
Pennsylvania
$359K -$23.3K -201 -6%
ST
1610
Sageworth Trust
Pennsylvania
$358K -$114K -983 -24%
NRC
1611
New Republic Capital
North Carolina
$356K +$33.5K +289 +10%
AC
1612
Avestar Capital
New York
$356K +$132K +1,134 +59%
WBG
1613
Wharton Business Group
Pennsylvania
$356K – – –
SG
1614
StoneX Group
New York
$356K -$77.8K -670 -18%
MIM
1615
Merrion Investment Management
New Jersey
$355K – – –
AOWM
1616
Alpha Omega Wealth Management
Virginia
$354K – – –
MGAM
1617
McGowan Group Asset Management
Texas
$354K – – –
SMA
1618
Seven Mile Advisory
New Jersey
$353K +$19.4K +167 +6%
BC
1619
Barrett & Company
Rhode Island
$353K +$1.39K +12 +0.4%
SAM
1620
Sawgrass Asset Management
Florida
$353K +$7.78K +67 +2%
GIM
1621
Goelzer Investment Management
Indiana
$353K -$44K -379 -11%
TWP
1622
Tempus Wealth Planning
California
$352K – – –
CF
1623
Centaurus Financial
California
$352K -$303K -2,607 -46%
SFI
1624
SPC Financial Inc
Maryland
$351K +$102K +883 +41%
MM
1625
MQS Management
New York
$351K +$351K +3,020 New
63 64
65
66 67