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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 %
TL
1926
Tradewinds LLC
North Carolina
$248K +$248K +1,945 New
HKIMG
1927
Hutchens & Kramer Investment Management Group
Indiana
$247K +$13K +101 +6%
BWM
1928
BigSur Wealth Management
Florida
$247K – – –
PGIM
1929
Pacific Global Investment Management
California
$247K -$14.8K -116 -6%
CAGAS
1930
Capital Advisory Group Advisory Services
Minnesota
$243K – – –
IWP
1931
Invenio Wealth Partners
Florida
$243K +$243K +1,911 New
SFP
1932
Strategic Financial Partners
Oregon
$243K – – –
AWAG
1933
ARS Wealth Advisors Group
Florida
$243K – – –
SCM
1934
Schnieders Capital Management
California
$242K – – –
SHWM
1935
Smith & Howard Wealth Management
Georgia
$242K – – –
PL
1936
Parthenon LLC
Kentucky
$241K – – –
DMBA
1937
Deseret Mutual Benefit Administrators
Utah
$241K +$28.3K +222 +13%
RPCONE
1938
Retirement Planning Company of New England
Rhode Island
$240K -$172K -1,353 -42%
SWM
1939
Selective Wealth Management
Virginia
$240K -$1.73K -13 -0.7%
SFG
1940
Sovereign Financial Group
Connecticut
$240K +$240K +1,886 New
RFG
1941
Range Financial Group
Oregon
$240K +$240K +1,883 New
JCFM
1942
JBR Co Financial Management
Oklahoma
$238K -$88.8K -698 -27%
EBA
1943
Eagle Bay Advisors
New York
$238K -$42.3K -332 -15%
SAM
1944
Summit Asset Management
Tennessee
$237K +$127 +1 +0.1%
PAI
1945
Pittenger & Anderson Inc
Nebraska
$237K +$28.6K +225 +14%
CA
1946
Continuum Advisory
Idaho
$236K -$392K -3,174 -62%
HSWM
1947
Hubbell Strickland Wealth Management
Louisiana
$236K +$127 +1 +0.1%
SCM
1948
Spring Capital Management
Texas
$236K +$236K +1,852 New
BFW
1949
Brady Family Wealth
Missouri
$235K – – –
AAG
1950
Armstrong Advisory Group
Massachusetts
$234K – – –
76 77
78
79 80