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ConocoPhillips
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Overview Fund Activity

2,248 hedge funds and large institutions have $114B invested in ConocoPhillips in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 812 increasing their positions, 870 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,248
Holders Change
+84
Holders Change %
+3.88%
% of All Funds
32.95%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.66%
New
239
Increased
812
Reduced
870
Closed
123
Calls
$1.98B
Puts
$1.92B
Net Calls
+$53.4M
Net Calls Change
-$307M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.1B
2
State Street
State Street
Massachusetts
+$1.85B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$549M
4
Barclays
Barclays
United Kingdom
+$389M
5
DZ Bank
DZ Bank
Germany
+$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$378M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
1851
First Western Trust Bank
Colorado
$242K -$696 -6 -0.3%
JWM
1852
Janiczek Wealth Management
Colorado
$240K -$121K -1,040 -33%
GWM
1853
GDS Wealth Management
Texas
$240K +$1.28K +11 +0.5%
APA
1854
Astoria Portfolio Advisors
New York
$239K -$246K -2,203 -51%
PIP
1855
Peachtree Investment Partners
Florida
$239K +$348 +3 +0.1%
FPWM
1856
FSB Premier Wealth Management
Iowa
$239K +$239K +2,060 New
AI
1857
Accredited Investors
Minnesota
$239K +$4.76K +41 +2%
DAM
1858
Delta Asset Management
Tennessee
$238K +$34.8K +300 +17%
PGIM
1859
Pacific Global Investment Management
California
$238K -$1.97K -17 -0.8%
CNBTD
1860
Citizens National Bank Trust Department
Mississippi
$238K – – –
SWG
1861
Summit Wealth Group
Vermont
$237K – – –
MW
1862
Maia Wealth
Colorado
$237K +$237K +2,041 New
SPIA
1863
Strategic Point Investment Advisors
Rhode Island
$237K – – –
CRI
1864
Colonial River Investments
Virginia
$237K +$237K +2,038 New
LC
1865
Lavaca Capital
Texas
$236K +$2.44K +21 +1%
SPWM
1866
Schrum Private Wealth Management
Florida
$236K -$148K -1,279 -39%
BBA
1867
Braun-Bostich & Associates
Pennsylvania
$235K +$235K +2,025 New
AAG
1868
Armstrong Advisory Group
Massachusetts
$234K -$44.5K -383 -16%
PPC
1869
Park Place Capital
Alabama
$234K -$274K -2,361 -54%
EWM
1870
Endowment Wealth Management
Wisconsin
$234K -$4.53K -39 -2%
WMA
1871
West Michigan Advisors
Michigan
$233K +$8.59K +74 +4%
GP
1872
Girard Partners
Pennsylvania
$233K +$348 +3 +0.1%
HC
1873
Hourglass Capital
Texas
$232K – – –
PEP
1874
Pickering Energy Partners
Texas
$232K +$232K +2,000 New
SWA
1875
Sax Wealth Advisors
New Jersey
$232K -$34.6K -298 -13%
73 74
75
76 77