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ConocoPhillips
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Overview Fund Activity

2,164 hedge funds and large institutions have $116B invested in ConocoPhillips in 2023 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 853 increasing their positions, 768 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+74
Holders Change %
+3.54%
% of All Funds
34.5%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
1.02%
New
188
Increased
853
Reduced
768
Closed
92
Calls
$2.24B
Puts
$1.88B
Net Calls
+$361M
Net Calls Change
+$270M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$809M
2
AIM
Alphinity Investment Management
Australia
+$310M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$283M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$171M
5
CWP
Capital Wealth Planning
Florida
+$171M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$353M
2
Capital International Investors
Capital International Investors
California
-$244M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$178M
4
State Street
State Street
Massachusetts
-$177M
5
Harris Associates
Harris Associates
Illinois
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1901
Kaydan Wealth Management
Michigan
$206K +$206K +1,723 New
FCAS
1902
First Command Advisory Services
Texas
$206K +$205K +1,712 +24,457%
BTIM
1903
BancFirst Trust & Investment Management
Oklahoma
$206K +$206K +1,678 New
MA
1904
MJP Associates
Connecticut
$206K +$206K +1,717 New
GA
1905
Goldstein Advisors
Wisconsin
$206K +$206K +1,717 New
WP
1906
WealthShield Partners
North Carolina
$205K +$205K +1,706 New
SC
1907
Schiavi & Co
Delaware
$205K +$205K +1,714 New
CW
1908
Channel Wealth
California
$205K +$205K +1,714 New
CCC
1909
Chelsea Counsel Company
California
$205K – – –
OMC
1910
Old Mission Capital
Illinois
$205K +$205K +1,712 New
SWM
1911
Selective Wealth Management
Virginia
$205K +$205K +1,809 New
WDL
1912
Well Done LLC
Michigan
$204K +$204K +1,705 New
BA
1913
Bellwether Advisors
Nebraska
$204K +$204K +1,705 New
PPWM
1914
Paragon Private Wealth Management
Kentucky
$204K -$36.7K -306 -15%
HCM
1915
Highlander Capital Management
New Jersey
$204K +$88.2K +738 +76%
SWMP
1916
Signature Wealth Management Partners
New Jersey
$204K +$204K +1,701 New
TIM
1917
Total Investment Management
Arizona
$203K +$203K +1,697 New
NQWM
1918
Northwest Quadrant Wealth Management
Oregon
$203K +$203K +1,694 New
QC
1919
Quent Capital
New York
$203K +$52K +434 +34%
LWM
1920
Liberty Wealth Management
California
$202K +$202K +1,687 New
MWM
1921
Merriman Wealth Management
Washington
$202K +$202K +1,685 New
B
1922
Bensler
Washington
$202K +$202K +1,684 New
WFMPM
1923
Woodley Farra Manion Portfolio Management
Indiana
$201K +$201K +1,672 New
FWI
1924
Facet Wealth Inc
Maryland
$201K +$201K +1,690 New
IRC
1925
Investors Research Corp
Georgia
$200K +$1.8K +15 +0.9%
75 76
77
78 79