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ConocoPhillips
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Overview Fund Activity

2,154 hedge funds and large institutions have $117B invested in ConocoPhillips in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 717 increasing their positions, 858 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,154
Holders Change
+167
Holders Change %
+8.4%
% of All Funds
34.75%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
1.18%
New
281
Increased
717
Reduced
858
Closed
74
Calls
$2.16B
Puts
$1.79B
Net Calls
+$376M
Net Calls Change
+$83.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.92B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.35B
3
Morgan Stanley
Morgan Stanley
New York
$1.96B
4
AWA
Arete Wealth Advisors
Illinois
$1.55B
5
FPP
Findlay Park Partners
United Kingdom
$208M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$4.1B
2
Dodge & Cox
Dodge & Cox
California
$1.72B
3
Boston Partners
Boston Partners
Massachusetts
$827M
4
Bank of America
Bank of America
North Carolina
$2.42B
5
UBS AM
UBS AM
Illinois
$485M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1776
Laidlaw Wealth Management
New York
$244K -$69.4K -588 -22%
WFA
1777
WMG Financial Advisors
Tennessee
$244K +$4.01K +34 +2%
FAM
1778
Formidable Asset Management
Ohio
$244K -$11.8K -100 -5%
FCFS
1779
First Command Financial Services
Texas
$244K -$6.62K -56 -3%
FCB
1780
First Command Bank
Texas
$244K -$6.62K -56 -3%
HKAM
1781
Horizon Kinetics Asset Management
New York
$243K -$23.6K -200 -9%
IRC
1782
Investors Research Corp
Georgia
$243K – – –
CNBTD
1783
Citizens National Bank Trust Department
Mississippi
$242K – – –
HC
1784
Hourglass Capital
Texas
$242K – – –
PTC
1785
Petrus Trust Company
Texas
$241K +$241K +2,043 New
BFP
1786
Briaud Financial Planning
Texas
$241K -$35.2K -299 -13%
SWG
1787
Summit Wealth Group
Vermont
$241K – – –
CBA
1788
Coastal Bridge Advisors
Connecticut
$241K -$62.8K -532 -21%
TWA
1789
TCI Wealth Advisors
Arizona
$240K -$4.25K -36 -2%
NB
1790
Nicolet Bankshares
Wisconsin
$240K +$2.36K +20 +1%
BCG
1791
Breakwater Capital Group
New Jersey
$239K +$239K +2,026 New
GAM
1792
Gemmer Asset Management
California
$239K +$239K +2,024 New
BBW
1793
Blue Barn Wealth
Utah
$238K -$4.84K -41 -2%
CWP
1794
Cyndeo Wealth Partners
Florida
$238K +$238K +2,014 New
JC
1795
JB Capital
Connecticut
$237K -$2.95K -25 -1%
C
1796
Covestor
United Kingdom
$237K -$90.3K -766 -28%
NF
1797
Norwood Financial
Pennsylvania
$237K -$2.95K -25 -1%
GAA
1798
Global Assets Advisory
Florida
$236K +$8.38K +71 +4%
DAM
1799
Deltec Asset Management
New York
$236K – – –
SPIA
1800
Strategic Point Investment Advisors
Rhode Island
$236K – – –
70 71
72
73 74