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ConocoPhillips
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Overview Fund Activity

2,242 hedge funds and large institutions have $101B invested in ConocoPhillips in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 900 increasing their positions, 876 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,242
Holders Change
-75
Holders Change %
-3.24%
% of All Funds
32.43%
Holding in Top 10
34
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-24.44%
% of All Funds
0.49%
New
123
Increased
900
Reduced
876
Closed
168
Calls
$1.49B
Puts
$1.46B
Net Calls
+$30M
Net Calls Change
-$103M

Top Buyers

1
State Street
State Street
Massachusetts
+$1.12B
2
Capital International Investors
Capital International Investors
California
+$796M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$552M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$490M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$474M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$27.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$748M
3
AIM
Alphinity Investment Management
Australia
-$454M
4
Millennium Management
Millennium Management
New York
-$330M
5
DZ Bank
DZ Bank
Germany
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWG
1901
Summit Wealth Group
Vermont
$220K – – –
NFP
1902
Narus Financial Partners
Utah
$220K -$26.1K -248 -11%
DAM
1903
Diamant Asset Management
Connecticut
$220K – – –
LCWP
1904
Legacy Capital Wealth Partners
Arkansas
$219K +$219K +2,085 New
SIAG
1905
Safeguard Investment Advisory Group
California
$219K -$3.16K -30 -1%
SFC
1906
SYM Financial Corp
Indiana
$218K +$19K +180 +10%
GAG
1907
GM Advisory Group
New York
$218K – – –
GWM
1908
Gray Wealth Management
Maine
$218K +$105 +1 +0%
LC
1909
LCNB Corp
Ohio
$218K -$18K -171 -8%
MCWA
1910
Meadow Creek Wealth Advisors
Georgia
$217K +$31K +294 +17%
SCP
1911
Sivia Capital Partners
California
$217K -$18.6K -177 -8%
RPCONE
1912
Retirement Planning Company of New England
Rhode Island
$217K +$17.2K +163 +9%
GWM
1913
GDS Wealth Management
Texas
$217K -$7.26K -69 -3%
MIM
1914
Merrion Investment Management
New Jersey
$216K -$105K -1,000 -33%
DAM
1915
Delta Asset Management
Tennessee
$216K – – –
AI
1916
Accredited Investors
Minnesota
$216K +$2K +19 +0.9%
CNBTD
1917
Citizens National Bank Trust Department
Mississippi
$216K – – –
OHWP
1918
Oak Harbor Wealth Partners
North Carolina
$216K +$21.1K +200 +11%
EWA
1919
Etesian Wealth Advisors
Oregon
$216K +$9.48K +90 +5%
GWM
1920
GSB Wealth Management
Connecticut
$215K +$215K +2,045 New
SPIA
1921
Strategic Point Investment Advisors
Rhode Island
$215K – – –
AIM
1922
Alhambra Investment Management
Florida
$213K +$213K +2,027 New
PM
1923
Penbrook Management
New York
$213K – – –
SCM
1924
Sage Capital Management
New Jersey
$213K +$1.26K +12 +0.6%
SHGA
1925
Sand Hill Global Advisors
California
$213K +$4.95K +47 +2%
75 76
77
78 79