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ConocoPhillips
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Overview Fund Activity

2,246 hedge funds and large institutions have $92.3B invested in ConocoPhillips in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 898 increasing their positions, 907 reducing their positions, and 197 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
-119
Holders Change %
-5.03%
% of All Funds
30.11%
Holding in Top 10
23
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-36.11%
% of All Funds
0.31%
New
122
Increased
898
Reduced
907
Closed
197
Calls
$1.5B
Puts
$1.25B
Net Calls
+$246M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$912M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
3
Primecap Management
Primecap Management
California
+$281M
4
Capital International Investors
Capital International Investors
California
+$279M
5
Bank of America
Bank of America
North Carolina
+$268M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.11B
2
BlackRock
BlackRock
New York
-$831M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$299M
4
State Street
State Street
Massachusetts
-$248M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWM
1901
Brown Miller Wealth Management
Virginia
$205K – – –
SWA
1902
Sax Wealth Advisors
New Jersey
$205K +$16.2K +180 +9%
LCWP
1903
Legacy Capital Wealth Partners
Arkansas
$205K -$173K -1,932 -46%
SIAG
1904
Safeguard Investment Advisory Group
California
$204K +$15.5K +173 +8%
PGWM
1905
Parisi Gray Wealth Management
New Jersey
$204K +$13.3K +148 +7%
CA
1906
Continuum Advisory
Idaho
$203K +$6.91K +77 +4%
SFS
1907
Strategic Financial Services
New York
$203K – – –
CHAM
1908
Clear Harbor Asset Management
Connecticut
$203K – – –
WGAM
1909
Wilkinson Global Asset Management
New York
$202K -$22.4K -250 -10%
SA
1910
Scarborough Advisors
Maryland
$202K -$34.5K -384 -15%
NMCM
1911
Nicholson Meyer Capital Management
Missouri
$201K -$40.4K -450 -17%
EFA
1912
Evernest Financial Advisors
Indiana
$201K +$201K +2,241 New
PFG
1913
PAX Financial Group
Texas
$201K -$83.1K -926 -29%
GPI
1914
General Partner Inc
Pennsylvania
$200K – – –
TWM
1915
Triton Wealth Management
Arizona
$200K +$200K +2,094 New
DWAM
1916
Duncan Williams Asset Management
Tennessee
$200K +$9.06K +101 +5%
OPWM
1917
Oregon Pacific Wealth Management
Oregon
$200K +$11K +123 +6%
BCM
1918
Boreal Capital Management
Florida
$199K +$199K +2,215 New
SMFG
1919
Sumitomo Mitsui Financial Group
Japan
$198K +$198K +2,200 New
Acadian Asset Management
1920
Acadian Asset Management
Massachusetts
$198K -$4.24M -47,366 -96%
BA
1921
Bellwether Advisors
Nebraska
$198K +$6.1K +68 +3%
MMG
1922
Monetary Management Group
Missouri
$197K +$8.53K +95 +5%
BSB
1923
Bangor Savings Bank
Maine
$197K -$25.3K -282 -11%
CNBTD
1924
Citizens National Bank Trust Department
Mississippi
$195K – – –
BFP
1925
Briaud Financial Planning
Texas
$195K – – –
75 76
77
78 79