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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 %
CQS
2076
Credential Qtrade Securities
$32.7K – – –
SIM
2077
Studio Investment Management
Illinois
$32.6K – – –
JGIA
2078
Jackson Grant Investment Advisers
Connecticut
$32.2K – – –
PP
2079
PrairieView Partners
Minnesota
$31K -$6.11K -52 -16%
GM
2080
GeoWealth Management
Illinois
$31K +$9.37K +78 +43%
VWM
2081
Valley Wealth Managers
New Jersey
$30K -$8.63K -72 -22%
CBT
2082
Central Bank & Trust
Kentucky
$28.4K – – –
RW
2083
RVW Wealth
California
$28K +$28K +234 New
RL
2084
Rogco LP
Oklahoma
$27.9K +$27.9K +233 New
OCM
2085
Orion Capital Management
California
$27.2K +$27.2K +227 New
KC
2086
Kenfarb & Co
Kentucky
$24.9K – – –
LFA
2087
Level Financial Advisors
New York
$24.2K – – –
TC
2088
Truvestments Capital
Florida
$24K – – –
FC
2089
Family CFO
California
$23.6K +$23.6K +197 New
AFS
2090
Annapolis Financial Services
Maryland
$22.9K – – –
GWSA
2091
Global Wealth Strategies & Associates
Colorado
$22.8K – – –
IWMWV
2092
Ironwood Wealth Management (West Virginia)
West Virginia
$22.7K – – –
LOIP
2093
Live Oak Investment Partners
Texas
$21.9K -$19K – –
KA
2094
Kozak & Associates
Colorado
$21.7K +$4.83K +42 +29%
PAG
2095
Paladin Advisory Group
Iowa
$20.2K – – –
BBPWM
2096
Blue Bell Private Wealth Management
Pennsylvania
$20.2K +$7.67K +64 +61%
CCA
2097
Column Capital Advisors
Indiana
$20.1K -$10.4K -87 -34%
MSFP
2098
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
CWA
2099
Core Wealth Advisors
Florida
$18K – – –
CWM
2100
Cranbrook Wealth Management
Michigan
$17.7K -$26.6K -222 -60%
82 83
84
85 86