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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.

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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$4.1B
2
Dodge & Cox
2
Dodge & Cox
California
$1.72B
3
Boston Partners
3
Boston Partners
Massachusetts
$827M
4
Bank of America
4
Bank of America
North Carolina
$2.42B
5
UBS AM
5
UBS AM
Illinois
$485M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1876
Merriman Wealth Management
Washington
$206K -$41.8K -354 -17%
WAS
1877
Winch Advisory Services
Wisconsin
$206K -$2.24K -19 -1%
RIS
1878
Retirement Income Solutions
Michigan
$206K +$206K +1,745 New
PS
1879
Planned Solutions
California
$205K +$205K +1,741 New
BFA
1880
Bill Few Associates
Pennsylvania
$205K +$205K +1,740 New
PIA
1881
Pinion Investment Advisors
Kansas
$205K -$133K -1,125 -39%
GWM
1882
Gray Wealth Management
Maine
$205K +$205K +1,733 New
FNBOSM
1883
First National Bank of South Miami
Florida
$204K +$11.8K +100 +6%
IBOK
1884
Independence Bank of Kentucky
Kentucky
$204K +$131K +1,105 +178%
ESBC
1885
E.S. Barr & Co
Kentucky
$204K +$204K +1,725 New
SHGA
1886
Sand Hill Global Advisors
California
$204K +$204K +1,725 New
PTC
1887
Philadelphia Trust Company
Pennsylvania
$203K +$203K +1,721 New
CCC
1888
Chelsea Counsel Company
California
$202K +$202K +1,704 New
SBL
1889
Sargent Bickham Lagudis
Colorado
$202K +$34.9K +296 +21%
CCM
1890
Crew Capital Management
Ohio
$201K +$201K +1,704 New
HFG
1891
Heron Financial Group
New York
$201K +$201K +1,719 New
SWMP
1892
Signature Wealth Management Partners
New Jersey
$201K +$201K +1,701 New
OIA
1893
Optimum Investment Advisors
Illinois
$201K -$29.5K -250 -13%
WDL
1894
Well Done LLC
Michigan
$200K +$200K +1,998 New
WPA
1895
West Paces Advisors
Georgia
$195K +$20.3K +172 +12%
BA
1896
Bellwether Advisors
Nebraska
$194K -$708 -6 -0.4%
AIM
1897
Acropolis Investment Management
Missouri
$192K +$2.36K +20 +1%
RWPA
1898
Richard W. Paul & Associates
Michigan
$192K +$192K +1,625 New
TFGT
1899
TS Financial Group (TSFG)
Illinois
$184K +$236 +2 +0.1%
JSAM
1900
J. Safra Asset Management
New York
$184K +$169K +1,438 +1,123%
74 75
76
77 78