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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 %
TYCC
1851
Texas Yale Capital Corp
Florida
$232K – – –
WMA
1852
West Michigan Advisors
Michigan
$232K +$232K +1,937 New
AC
1853
Avestar Capital
New York
$232K +$232K +1,934 New
SFG
1854
StrategIQ Financial Group
Indiana
$232K +$232K +1,933 New
EWA
1855
Etesian Wealth Advisors
Oregon
$230K -$9.7K -81 -4%
GA
1856
Greenspring Advisors
Maryland
$230K +$230K +1,917 New
LSA
1857
Lion Street Advisors
Texas
$229K -$220K -1,834 -49%
CICI
1858
Capital Investment Counsel Inc
North Carolina
$228K +$228K +1,902 New
SCM
1859
Schnieders Capital Management
California
$228K +$228K +1,900 New
SHWM
1860
Smith & Howard Wealth Management
Georgia
$227K +$227K +1,898 New
PL
1861
Parthenon LLC
Kentucky
$227K -$28K -234 -11%
DAM
1862
Diamant Asset Management
Connecticut
$226K +$226K +1,887 New
LFGO
1863
Legacy Financial Group (Oklahoma)
Oklahoma
$224K +$224K +1,871 New
EFM
1864
E Fund Management
China
$224K -$18.2K -152 -8%
NFA
1865
Northern Financial Advisors
Michigan
$223K +$223K +1,858 New
NB
1866
Nicolet Bankshares
Wisconsin
$222K +$222K +1,856 New
CD
1867
Chapin Davis
Maryland
$222K -$29.6K -247 -12%
IIC
1868
Ironwood Investment Counsel
Arizona
$222K -$15.3K -128 -6%
AWM
1869
Aprio Wealth Management
Georgia
$221K +$221K +1,848 New
RZH
1870
Relyea Zuckerberg Hanson
Connecticut
$221K +$221K +1,845 New
HI
1871
Hendershot Investments
Virginia
$220K – – –
GJIA
1872
Glass Jacobson Investment Advisors
Maryland
$220K +$13.3K +111 +6%
TWM
1873
Triton Wealth Management
Arizona
$220K +$120 +1 +0.1%
FPFS
1874
First Personal Financial Services
North Carolina
$219K +$177K +1,476 +422%
HSWM
1875
Hubbell Strickland Wealth Management
Louisiana
$218K +$218K +1,823 New
73 74
75
76 77