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ConocoPhillips
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Overview Fund Activity

2,365 hedge funds and large institutions have $110B invested in ConocoPhillips in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 941 increasing their positions, 923 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,365
Holders Change
-60
Holders Change %
-2.47%
% of All Funds
32.12%
Holding in Top 10
36
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.26%
% of All Funds
0.49%
New
162
Increased
941
Reduced
923
Closed
172
Calls
$1.75B
Puts
$1.43B
Net Calls
+$313M
Net Calls Change
+$79.9M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$3.33B
2
Capital International Investors
Capital International Investors
California
+$442M
3
Harris Associates
Harris Associates
Illinois
+$380M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$318M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$209M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$634M
2
Millennium Management
Millennium Management
New York
-$443M
3
State Street
State Street
Massachusetts
-$400M
4
Morgan Stanley
Morgan Stanley
New York
-$377M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWAM
1976
Duncan Williams Asset Management
Tennessee
$223K -$3.26K -31 -1%
PGWM
1977
Parisi Gray Wealth Management
New Jersey
$223K +$8.93K +85 +4%
MCM
1978
MV Capital Management
Maryland
$223K +$3.26K +31 +1%
WWC
1979
Waypoint Wealth Counsel
Georgia
$223K +$223K +2,124 New
FHC
1980
First Heartland Consultants
Missouri
$223K -$27.1K -258 -11%
JWBC
1981
J.W. Burns & Co
New York
$223K +$223K +2,120 New
VC
1982
Veracity Capital
Georgia
$223K +$3.36K +32 +2%
RBWA
1983
RFG - Bristol Wealth Advisors
Massachusetts
$222K -$14.4K -137 -6%
SI
1984
Saxon Interests
Texas
$221K – – –
AWC
1985
Adamsbrown Wealth Consultants
Kansas
$221K -$17.2K -164 -7%
SWA
1986
Sax Wealth Advisors
New Jersey
$221K -$61.3K -584 -22%
IPW
1987
Inlet Private Wealth
Florida
$221K – – –
OPWM
1988
Oregon Pacific Wealth Management
Oregon
$221K +$221K +2,106 New
SIAG
1989
Safeguard Investment Advisory Group
California
$221K +$221K +2,104 New
PCH
1990
PGIM Custom Harvest
New Jersey
$221K -$1.58K -15 -0.7%
MMG
1991
Monetary Management Group
Missouri
$221K – – –
HI
1992
Hudock Inc
Pennsylvania
$221K +$4.73K +45 +2%
MCM
1993
Maple Capital Management
Vermont
$220K -$2.63K -25 -1%
FWP
1994
Falcon Wealth Planning
California
$220K +$220K +2,095 New
AIA
1995
Armor Investment Advisors
North Carolina
$220K +$630 +6 +0.3%
CICI
1996
Capital Investment Counsel Inc
North Carolina
$220K – – –
HGWM
1997
Horst & Graben Wealth Management
Oregon
$219K +$219K +2,088 New
RWM
1998
RBA Wealth Management
California
$219K -$29.3K -279 -12%
RWB
1999
RMR Wealth Builders
New Jersey
$218K -$32.8K -312 -13%
Financial Engines Advisors
2000
Financial Engines Advisors
California
$218K +$218K +2,072 New
78 79
80
81 82