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ConocoPhillips
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Overview Fund Activity

2,312 hedge funds and large institutions have $122B invested in ConocoPhillips in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 874 increasing their positions, 869 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+64
Holders Change %
+2.85%
% of All Funds
33.51%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
201
Increased
874
Reduced
869
Closed
108
Calls
$1.7B
Puts
$1.7B
Net Calls
+$3.9M
Net Calls Change
-$49.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
Franklin Resources
Franklin Resources
California
+$783M
3
Primecap Management
Primecap Management
California
+$350M
4
DZ Bank
DZ Bank
Germany
+$242M
5
Capital International Investors
Capital International Investors
California
+$236M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49B
3
Capital World Investors
Capital World Investors
California
-$782M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$688M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1876
Delap Wealth Advisory
Oregon
$267K +$267K +2,101 New
OWA
1877
One Wealth Advisors
California
$267K +$267K +2,099 New
CFCI
1878
Comprehensive Financial Consultants Institutional
Indiana
$267K +$16.9K +133 +7%
OCM
1879
One Capital Management
California
$267K -$5.86K -46 -2%
DAM
1880
Diamant Asset Management
Connecticut
$265K +$265K +2,085 New
BA
1881
Bridgewater Associates
Connecticut
$265K -$94.8K -745 -26%
BB
1882
Berkshire Bank
Massachusetts
$264K -$134K -1,049 -34%
WMA
1883
West Michigan Advisors
Michigan
$264K +$8.15K +64 +3%
GWM
1884
GDS Wealth Management
Texas
$263K – – –
JWM
1885
Janiczek Wealth Management
Colorado
$263K -$127 -1 -0%
BCMLT
1886
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K +$163K +1,281 +164%
DAM
1887
Delta Asset Management
Tennessee
$261K – – –
CA
1888
Cornerstone Advisory
Maryland
$261K +$10.6K +83 +4%
CNBTD
1889
Citizens National Bank Trust Department
Mississippi
$261K – – –
SWG
1890
Summit Wealth Group
Vermont
$260K – – –
SPIA
1891
Strategic Point Investment Advisors
Rhode Island
$260K – – –
FWTB
1892
First Western Trust Bank
Colorado
$260K -$5.35K -42 -2%
GAG
1893
GM Advisory Group
New York
$259K +$8.4K +66 +3%
AWM
1894
Aprio Wealth Management
Georgia
$258K +$19.2K +151 +8%
Loomis, Sayles & Company
1895
Loomis, Sayles & Company
Massachusetts
$258K -$7.14K -56 -3%
APWA
1896
Atlas Private Wealth Advisors
New Jersey
$258K -$257K -2,016 -50%
DOA
1897
D'Orazio & Associates
Virginia
$257K +$257K +2,023 New
PPC
1898
Park Place Capital
Alabama
$257K +$255 +2 +0.1%
BWG
1899
Berry Wealth Group
Texas
$257K +$257K +2,017 New
BSB
1900
Bangor Savings Bank
Maine
$256K -$52.2K -410 -17%
74 75
76
77 78