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ConocoPhillips
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Overview Fund Activity

2,242 hedge funds and large institutions have $101B invested in ConocoPhillips in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 900 increasing their positions, 876 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,242
Holders Change
-75
Holders Change %
-3.24%
% of All Funds
32.43%
Holding in Top 10
34
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-24.44%
% of All Funds
0.49%
New
123
Increased
900
Reduced
876
Closed
168
Calls
$1.49B
Puts
$1.46B
Net Calls
+$30M
Net Calls Change
-$103M

Top Buyers

1
State Street
State Street
Massachusetts
+$1.12B
2
Capital International Investors
Capital International Investors
California
+$796M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$552M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$490M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$474M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$27.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$748M
3
AIM
Alphinity Investment Management
Australia
-$454M
4
Millennium Management
Millennium Management
New York
-$330M
5
DZ Bank
DZ Bank
Germany
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
2001
Beach Investment Counsel
Pennsylvania
$137K – – –
SAM
2002
S.A. Mason
Michigan
$137K – – –
TCG
2003
Transcendent Capital Group
Oklahoma
$136K -$11.9K -113 -8%
JIP
2004
Jaffetilchin Investment Partners
Florida
$136K -$80.1K -761 -37%
BGAI
2005
Bruce G. Allen Investments
Colorado
$136K -$15.4K -146 -10%
QPBE
2006
Quintet Private Bank (Europe)
Luxembourg
$135K +$16.9K +160 +14%
DWA
2007
Delos Wealth Advisors
Texas
$129K +$126K +1,200 +4,286%
FPB
2008
First PREMIER Bank
South Dakota
$129K – – –
BGA
2009
Battery Global Advisors
Massachusetts
$129K +$129K +1,225 New
PWMG
2010
Prestige Wealth Management Group
New Jersey
$128K -$526 -5 -0.4%
WAS
2011
Winch Advisory Services
Wisconsin
$128K +$737 +7 +0.6%
AAP
2012
Arax Advisory Partners
Colorado
$127K -$8.43K -80 -6%
SNB
2013
Security National Bank
Nebraska
$125K -$2.53K -24 -2%
MSG
2014
Main Street Group
Virginia
$124K +$210 +2 +0.2%
CAL
2015
Capital Advisors Ltd
Ohio
$120K -$1.58K -15 -1%
CA
2016
Centerpoint Advisors
Massachusetts
$119K – – –
JFA
2017
JNBA Financial Advisors
Minnesota
$117K +$737 +7 +0.6%
MTIC
2018
Missouri Trust & Investment Company
Missouri
$116K +$21.1K +200 +22%
PP
2019
Pacifica Partners
Canada
$111K +$1.37K +13 +1%
BC
2020
Belmont Capital
California
$109K – – –
BLC
2021
Brown, Lisle/Cummings
Rhode Island
$109K – – –
FWM
2022
FSA Wealth Management
Massachusetts
$108K +$108K +1,024 New
ACA
2023
American Capital Advisory
Idaho
$106K – – –
DF
2024
DecisionPoint Financial
Arizona
$105K – – –
M
2025
MOTCO
Texas
$105K +$42.4K +403 +68%
79 80
81
82 83