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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 %
IIC
1801
Integrated Investment Consultants
Michigan
$236K +$236K +1,997 New
PPWM
1802
Paragon Private Wealth Management
Kentucky
$234K +$234K +1,986 New
MW
1803
MBL Wealth
North Carolina
$234K -$97.2K -825 -29%
RWB
1804
RMR Wealth Builders
New Jersey
$233K -$100K -848 -30%
PWW
1805
Pettyjohn Wood & White
Virginia
$233K -$2.95K -25 -1%
GP
1806
Girard Partners
Pennsylvania
$232K +$232K +1,968 New
ANBT
1807
American National Bank & Trust
Texas
$232K +$41K +348 +21%
BFW
1808
Brady Family Wealth
Missouri
$232K +$232K +1,963 New
CCP
1809
Cassia Capital Partners
North Carolina
$231K +$231K +1,960 New
VC
1810
Vicus Capital
Pennsylvania
$230K +$230K +1,951 New
BCV
1811
Banque Cantonale Vaudoise
Switzerland
$230K -$3.4M -28,860 -94%
FCFC
1812
First Citizens Financial Corp
Iowa
$230K +$230K +1,948 New
AWM
1813
Aprio Wealth Management
Georgia
$229K +$229K +1,943 New
CHAM
1814
Clear Harbor Asset Management
Connecticut
$228K +$228K +1,934 New
LCM
1815
LCM Capital Management
Illinois
$228K +$228K +1,933 New
EWM
1816
Endurance Wealth Management
Rhode Island
$228K – – –
GCP
1817
GSA Capital Partners
United Kingdom
$228K +$228K +1,931 New
AWAP
1818
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$226K +1,915 New
CA
1819
Cornerstone Advisory
Maryland
$225K +$225K +1,908 New
GB
1820
Goepper Burkhardt
South Carolina
$225K -$35.4K -300 -14%
PGWM
1821
Parisi Gray Wealth Management
New Jersey
$225K +$225K +1,905 New
HFM
1822
Hartford Funds Management
Pennsylvania
$225K +$225K +1,903 New
RA
1823
RiverTree Advisors
Florida
$225K +$225K +1,903 New
NWM
1824
Northwest Wealth Management
Iowa
$224K -$52.4K -444 -19%
AF
1825
Alerus Financial
North Dakota
$224K +$224K +1,902 New
71 72
73
74 75