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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 %
FW
1776
FirstPurpose Wealth
Utah
$267K +$5.63K +47 +2%
ODIJL
1777
One Day In July LLC
Vermont
$266K +$266K +2,224 New
AFG
1778
Atomi Financial Group
New York
$266K +$266K +2,220 New
CPRC
1779
Consolidated Portfolio Review Corp
New York
$266K – – –
AWAP
1780
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K +$4.79K +40 +2%
DP
1781
Dearborn Partners
Illinois
$266K -$5.87K -49 -2%
SBWIC
1782
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K – – –
CRIG
1783
Charter Research & Investment Group
Connecticut
$265K – – –
PA
1784
PFW Advisors
Georgia
$264K – – –
SC
1785
Sepio Capital
Utah
$263K -$2.93M -24,447 -92%
DWM
1786
Dopkins Wealth Management
New York
$263K +$263K +2,195 New
LIM
1787
Loudon Investment Management
New Hampshire
$262K – – –
PFM
1788
Patton Fund Management
Texas
$262K -$95.8K -800 -27%
SW
1789
Solidarity Wealth
Utah
$262K -$48.2K -400 -16%
BFP
1790
Briaud Financial Planning
Texas
$261K – – –
AA
1791
AlphaCentric Advisors
Puerto Rico
$259K -$33.5K -280 -11%
BWM
1792
Baystate Wealth Management
Massachusetts
$259K -$4.79K -40 -2%
QFA
1793
Quantum Financial Advisors
California
$259K – – –
LCM
1794
LCM Capital Management
Illinois
$258K +$9.35K +78 +4%
RWB
1795
RMR Wealth Builders
New Jersey
$258K -$12.6K -105 -5%
GG
1796
GenWealth Group
New Jersey
$258K – – –
GWM
1797
Gray Wealth Management
Maine
$258K +$258K +2,152 New
HA
1798
Herold Advisors
New York
$258K +$240 +2 +0.1%
KWMG
1799
King Wealth Management Group
Florida
$257K – – –
SFI
1800
SPC Financial Inc
Maryland
$257K – – –
70 71
72
73 74