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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 %
PGAM
2051
Princeton Global Asset Management
New Jersey
$48.3K +$120 +1 +0.2%
VF
2052
VitalStone Financial
Texas
$48K – – –
TIM
2053
Thompson Investment Management
Wisconsin
$47.9K – – –
TFA
2054
Toth Financial Advisory
Virginia
$47.8K +$20.4K +170 +74%
IAS
2055
IMA Advisory Services
Colorado
$47.6K – – –
GKIM
2056
GW&K Investment Management
Massachusetts
$47K +$2.51K +21 +6%
RAM
2057
Riggs Asset Management
Pennsylvania
$46.8K – – –
HWA
2058
HHM Wealth Advisors
Tennessee
$46.6K -$1.56K -13 -3%
MIA
2059
Milestone Investment Advisors
Wisconsin
$46.5K +$46.5K +388 New
PFA
2060
Pathway Financial Advisers
Indiana
$45.5K +$45.5K +380 New
NRG
2061
Nemes Rush Group
Michigan
$45.5K +$28.3K +236 +164%
NFSG
2062
Newbridge Financial Services Group
Florida
$44.3K +$44.3K +370 New
DFA
2063
DHJJ Financial Advisors
Illinois
$43.4K +$43.4K +362 New
BHWM
2064
Bay Harbor Wealth Management
Maryland
$42.4K +$963 +8 +2%
GWMIA
2065
Global Wealth Management Investment Advisory
Florida
$41.9K – – –
SPWM
2066
Spartan Planning & Wealth Management
North Carolina
$40.1K +$40.1K +335 New
MWM
2067
Mascoma Wealth Management
New Hampshire
$39.9K +$10.5K +88 +36%
HF
2068
Halpern Financial
Virginia
$39.4K +$39.4K +329 New
TWD
2069
True Wealth Design
Ohio
$38.2K – – –
LFA
2070
LGT Financial Advisors
Texas
$38.2K +$38.2K +319 New
AA
2071
AlphaMark Advisors
Kentucky
$38K – – –
PPWM
2072
PFG Private Wealth Management
Florida
$37.9K -$73.7K -615 -66%
TCA
2073
Trifecta Capital Advisors
Illinois
$37.9K – – –
AWM
2074
AllSquare Wealth Management
New York
$37K +$7.91K +66 +27%
OLVIG
2075
Oliver Lagore Vanvalin Investment Group
Michigan
$34.4K +$13.3K +111 +63%
81 82
83
84 85