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ConocoPhillips
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Overview Fund Activity

2,317 hedge funds and large institutions have $109B invested in ConocoPhillips in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 986 increasing their positions, 780 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,317
Holders Change
+5
Holders Change %
+0.22%
% of All Funds
33.7%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
170
Increased
986
Reduced
780
Closed
135
Calls
$1.64B
Puts
$1.5B
Net Calls
+$133M
Net Calls Change
+$129M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$688M
2
Millennium Management
Millennium Management
New York
+$595M
3
Franklin Resources
Franklin Resources
California
+$436M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$226M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$220M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.61B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$718M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$587M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$319M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
2001
Oak Harbor Wealth Partners
North Carolina
$212K -$48.6K -425 -19%
BFW
2002
Brady Family Wealth
Missouri
$212K – – –
FWTB
2003
First Western Trust Bank
Colorado
$211K -$22K -192 -9%
ODIJL
2004
One Day In July LLC
Vermont
$211K +$16.4K +143 +8%
UAG
2005
United Advisor Group
Ohio
$210K +$210K +1,840 New
Loomis, Sayles & Company
2006
Loomis, Sayles & Company
Massachusetts
$210K -$22.1K -193 -10%
NWM
2007
Northwest Wealth Management
Iowa
$210K +$2.17K +19 +1%
OC
2008
Oarsman Capital
Wisconsin
$209K +$9.72K +85 +5%
FPFS
2009
First Personal Financial Services
North Carolina
$209K – – –
TWG
2010
The Wealth Group
Minnesota
$209K – – –
GCM
2011
Gallacher Capital Management
Colorado
$209K -$72.5K -634 -26%
FFO
2012
Fortitude Family Office
Arizona
$208K +$82.8K +724 +66%
LGG
2013
Luts & Greenleigh Group
Maryland
$208K +$208K +1,815 New
LWA
2014
Lineweaver Wealth Advisors
Ohio
$207K -$49.1K -429 -19%
MFP
2015
Meridian Financial Partners
Virginia
$207K – – –
GB
2016
Goepper Burkhardt
South Carolina
$207K – – –
DP
2017
Dearborn Partners
Illinois
$207K -$41.9K -366 -17%
FWM
2018
Focused Wealth Management
New York
$206K +$206K +1,799 New
SB
2019
Sunflower Bank
Texas
$206K +$7.66K +67 +4%
EWM
2020
Endowment Wealth Management
Wisconsin
$205K +$5.72K +50 +3%
MCM
2021
Monument Capital Management
Virginia
$205K -$2.27M -19,828 -92%
HKAM
2022
Horizon Kinetics Asset Management
New York
$205K – – –
PS
2023
Planned Solutions
California
$204K – – –
LFGO
2024
Legacy Financial Group (Oklahoma)
Oklahoma
$204K – – –
ATWA
2025
Arbor Trust Wealth Advisors
Michigan
$204K +$28.5K +249 +16%
79 80
81
82 83