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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 %
DWA
2101
Delos Wealth Advisors
Texas
$17.6K – – –
Legacy Financial Group (Iowa)
2102
Legacy Financial Group (Iowa)
Iowa
$17.5K +$17.5K +146 New
NL
2103
NVWM LLC
Pennsylvania
$17K -$241 -2 -1%
CWM
2104
CarsonAllaria Wealth Management
Illinois
$16.2K – – –
CTWM
2105
Cherry Tree Wealth Management
Minnesota
$15.7K +$12.9K +108 +470%
MIM
2106
Macroview Investment Management
Maryland
$15.5K +$599 +5 +4%
FP
2107
Financial Perspectives
Minnesota
$15.5K – – –
RTL
2108
Red Tortoise LLC
Georgia
$15.5K +$1.8K +15 +13%
JFG
2109
JDM Financial Group
Texas
$15.1K – – –
CIA
2110
Cape Investment Advisory
Georgia
$15.1K +$2.16K +18 +17%
WBC
2111
West Branch Capital
Massachusetts
$14.7K – – –
HWM
2112
HighMark Wealth Management
Minnesota
$14.5K +$701 +6 +5%
HFM
2113
Hartford Financial Management
Connecticut
$14.3K – – –
MTIC
2114
Missouri Trust & Investment Company
Missouri
$14.3K -$3.59K -30 -20%
DMKJ
2115
David M. Knott Jr
$14K – – –
SCA
2116
Stuart Chaussee & Associates
California
$13.7K – – –
CMA
2117
Cedar Mountain Advisors
Oregon
$13.7K – – –
SHIM
2118
Stone House Investment Management
Pennsylvania
$13.4K +$119 +1 +0.9%
EWM
2119
Evermay Wealth Management
Virginia
$13.1K – – –
BAM
2120
Bellevue Asset Management
Washington
$12.5K +$120 +1 +1%
FFL
2121
Financial Freedom LLC
Ohio
$12K -$3K -25 -20%
BWL
2122
Bogart Wealth LLC
Virginia
$12K -$240 -2 -2%
LWA
2123
Lowe Wealth Advisors
Maryland
$12K – – –
HC
2124
Hoese & Co
Minnesota
$12K – – –
RWM
2125
Ruedi Wealth Management
Illinois
$12K +$12K +100 New
83 84
85
86 87