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ConocoPhillips
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Overview Fund Activity

2,164 hedge funds and large institutions have $116B invested in ConocoPhillips in 2023 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 853 increasing their positions, 768 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+74
Holders Change %
+3.54%
% of All Funds
34.5%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
1.02%
New
188
Increased
853
Reduced
768
Closed
92
Calls
$2.24B
Puts
$1.88B
Net Calls
+$361M
Net Calls Change
+$270M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$809M
2
AIM
Alphinity Investment Management
Australia
+$310M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$283M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$171M
5
CWP
Capital Wealth Planning
Florida
+$171M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$353M
2
Capital International Investors
Capital International Investors
California
-$244M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$178M
4
State Street
State Street
Massachusetts
-$177M
5
Harris Associates
Harris Associates
Illinois
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBWP
1701
Beacon Bridge Wealth Partners
Pennsylvania
$306K -$48.3K -403 -14%
AWM
1702
Aries Wealth Management
Maine
$306K +$19.2K +153 +7%
ITIM
1703
Indiana Trust & Investment Management
Indiana
$305K – – –
MAG
1704
Mayfair Advisory Group
Alabama
$305K +$482 +4 +0.2%
LC
1705
Lincoln Capital
Nebraska
$305K +$24K +200 +9%
CWM
1706
Centurion Wealth Management
Virginia
$304K +$30.5K +255 +11%
LG
1707
LaFleur & Godfrey
Michigan
$303K – – –
ICM
1708
IMS Capital Management
Oregon
$303K – – –
TLA
1709
Tanglewood Legacy Advisors
Texas
$302K – – –
SC
1710
Schubert & Co
Texas
$302K +$4.07K +34 +1%
GWM
1711
Greenwich Wealth Management
Connecticut
$302K -$18.6K -155 -6%
PCM
1712
Prelude Capital Management
New York
$302K -$159K -1,325 -34%
AIA
1713
AIMZ Investment Advisors
California
$301K – – –
AW
1714
Avion Wealth
Texas
$301K +$4.53K +38 +2%
PFS
1715
Physicians Financial Services
North Carolina
$301K +$18K +150 +6%
ME
1716
McIlrath & Eck
Washington
$301K +$7.31K +61 +2%
FCFC
1717
First Commonwealth Financial Corp
Pennsylvania
$301K – – –
PA
1718
PSI Advisors
Florida
$300K +$15.6K +130 +5%
MMG
1719
Monetary Management Group
Missouri
$300K +$5.99K +50 +2%
AAM
1720
Aureus Asset Management
Massachusetts
$300K +$300K +2,502 New
MCM
1721
Monarch Capital Management
Indiana
$300K – – –
MAM
1722
Mystic Asset Management
Rhode Island
$299K +$7.79K +65 +3%
SIC
1723
Shoker Investment Counsel
Ohio
$299K +$839 +7 +0.3%
EIA
1724
Edgemoor Investment Advisors
Maryland
$298K -$2.16K -18 -0.7%
AWC
1725
Adamsbrown Wealth Consultants
Kansas
$297K +$3.83K +32 +1%
67 68
69
70 71