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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 %
LAM
1951
LifePro Asset Management
California
$234K +$234K +1,835 New
ACM
1952
Andina Capital Management
Utah
$233K +$233K +1,827 New
SWA
1953
Sax Wealth Advisors
New Jersey
$233K -$21.8K -171 -9%
FPFS
1954
First Personal Financial Services
North Carolina
$232K – – –
NWM
1955
Northwest Wealth Management
Iowa
$231K – – –
WA
1956
Waddell & Associates
Tennessee
$231K +$231K +1,812 New
TWM
1957
Triton Wealth Management
Arizona
$230K – – –
GC
1958
Gratus Capital
Georgia
$230K +$4.07K +32 +2%
MFP
1959
Meridian Financial Partners
Virginia
$230K +$230K +1,775 New
RIS
1960
Retirement Income Solutions
Michigan
$230K +$7.64K +60 +3%
JSW
1961
Journey Strategic Wealth
New Jersey
$228K +$228K +1,794 New
EFA
1962
Evernest Financial Advisors
Indiana
$228K +$228K +1,761 New
HKAM
1963
Horizon Kinetics Asset Management
New York
$228K -$38.2K -300 -14%
PS
1964
Planned Solutions
California
$227K – – –
LFGO
1965
Legacy Financial Group (Oklahoma)
Oklahoma
$227K +$637 +5 +0.3%
WP
1966
WMS Partners
Maryland
$227K -$13.1K -103 -5%
USB
1967
Union Savings Bank
Connecticut
$227K -$11.5K -90 -5%
CWS
1968
Cypress Wealth Services
California
$227K +$6.75K +53 +3%
EFM
1969
E Fund Management
China
$227K -$11.8K -93 -5%
CGH
1970
CMG Global Holdings
Texas
$227K +$227K +1,780 New
FCA
1971
FLC Capital Advisors
California
$225K – – –
NFA
1972
Northern Financial Advisors
Michigan
$225K -$17.7K -139 -7%
HFP
1973
Holistic Financial Partners
Indiana
$225K +$225K +1,770 New
DWG
1974
Darden Wealth Group
Michigan
$225K – – –
SF
1975
Symphony Financial
Texas
$225K -$14.3K -112 -6%
77 78
79
80 81