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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 %
BIA
2001
Bell Investment Advisors
California
$91.4K +$24.6K +205 +37%
BCMLT
2002
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.2K – – –
WOSD
2003
WFA of San Diego
California
$90.4K – – –
CFG
2004
CKW Financial Group
Hawaii
$90K – – –
MFC
2005
Mechanics Financial Corp
Ohio
$89.9K – – –
CLOS
2006
Compagnie Lombard Odier SCmA
Switzerland
$88.3K -$2.76K -23 -3%
FAM
2007
Flaharty Asset Management
Florida
$88K +$88K +734 New
SIC
2008
SJS Investment Consulting
Ohio
$86.3K +$2.52K +21 +3%
CAM
2009
Costello Asset Management
Pennsylvania
$83.9K – – –
EARNEST Partners
2010
EARNEST Partners
Georgia
$83.9K – – –
SA
2011
SRH Advisors
Kansas
$83.6K – – –
QL
2012
Quarry LP
New York
$83.4K -$7.43K -62 -8%
RFG
2013
RFP Financial Group
Georgia
$81.6K – – –
CWC
2014
Carolinas Wealth Consulting
North Carolina
$81.4K -$1.2K -45 -1%
OCM
2015
Osterweis Capital Management
California
$81.3K – – –
AI
2016
AXS Investments
New York
$81.2K -$70.8K -591 -47%
AWM
2017
Abound Wealth Management
Tennessee
$78.9K -$2.4K -20 -3%
FCMT
2018
Founders Capital Management (Texas)
Texas
$78.8K +$12K +100 +18%
RDFA
2019
Ritter Daniher Financial Advisory
Ohio
$77.9K – – –
CSWM
2020
Cassady Schiller Wealth Management
Ohio
$76.2K +$23.7K +198 +45%
TFG
2021
Team Financial Group
California
$76K +$76K +632 New
PO
2022
Private Ocean
California
$75.5K – – –
GIA
2023
GHP Investment Advisors
Colorado
$71.7K – – –
HGERS
2024
Householder Group Estate & Retirement Specialist
Arizona
$71.4K +$71.4K +596 New
TC
2025
Tacita Capital
Ontario, Canada
$70.7K +$5.39K +45 +8%
79 80
81
82 83