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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 %
CHAM
1876
Clear Harbor Asset Management
Connecticut
$231K – – –
TYCC
1877
Texas Yale Capital Corp
Florida
$231K +$6.38K +55 +3%
SFO
1878
Stokes Family Office
Louisiana
$231K -$304K -2,618 -57%
GAM
1879
Gemmer Asset Management
California
$231K +$1.05K +9 +0.5%
SCM
1880
Sage Capital Management
New Jersey
$231K +$231K +1,988 New
JC
1881
JB Capital
Connecticut
$231K +$4.18K +36 +2%
SHGA
1882
Sand Hill Global Advisors
California
$230K +$230K +1,982 New
EWM
1883
Elevatus Welath Management
New York
$230K +$230K +1,978 New
JCM
1884
Jacobsen Capital Management
Utah
$229K +$3.83K +33 +2%
RWG
1885
Ratio Wealth Group
Colorado
$229K – – –
FFC
1886
First Financial Corp
Indiana
$229K – – –
CA
1887
Cornerstone Advisory
Maryland
$229K +$229K +1,971 New
GAG
1888
GM Advisory Group
New York
$228K +$228K +1,967 New
FAM
1889
Formidable Asset Management
Ohio
$228K – – –
CFCI
1890
Comprehensive Financial Consultants Institutional
Indiana
$228K -$3.02K -26 -1%
MLA
1891
My Legacy Advisors
Oregon
$228K -$21.2K -191 -9%
EWA
1892
Etesian Wealth Advisors
Oregon
$228K +$3.5K +30 +2%
SCP
1893
Sivia Capital Partners
California
$227K +$227K +1,953 New
SFG
1894
StrategIQ Financial Group
Indiana
$225K +$929 +8 +0.4%
BWM
1895
BigSur Wealth Management
Florida
$225K – – –
GJIA
1896
Glass Jacobson Investment Advisors
Maryland
$225K +$12.2K +105 +6%
ACC
1897
Acorn Creek Capital
Colorado
$225K +$225K +1,937 New
FIBT
1898
First International Bank & Trust
North Dakota
$224K -$155K -1,332 -41%
LSA
1899
Lion Street Advisors
Texas
$224K +$2.09K +18 +0.9%
PCM
1900
Prelude Capital Management
New York
$224K -$68.9K -594 -24%
74 75
76
77 78