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ConocoPhillips
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Overview Fund Activity

2,310 hedge funds and large institutions have $122B invested in ConocoPhillips in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 873 increasing their positions, 868 reducing their positions, and 108 closing their positions.

Holders
2,310
Holders Change
+64
Holders Change %
+2.85%
% of All Funds
33.49%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
201
Increased
873
Reduced
868
Closed
108
Calls
$1.7B
Puts
$1.7B
Net Calls
+$3.9M
Net Calls Change
-$49.5M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.1B
2
Franklin Resources
2
Franklin Resources
California
$1.05B
3
Primecap Management
3
Primecap Management
California
$350M
4
DZ Bank
4
DZ Bank
Germany
$717M
5
Capital International Investors
5
Capital International Investors
California
$2.71B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.65B
3
Capital World Investors
3
Capital World Investors
California
$1.2B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.06B
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$52.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
2101
Covestor
United Kingdom
$133K -$87.4K -687 -40%
BC
2102
Belmont Capital
California
$132K – – –
WIA
2103
Wetzel Investment Advisors
Indiana
$132K +$25.6K +200 +24%
CPG
2104
Cornerstone Planning Group
New Jersey
$130K -$20.5K -168 -14%
FFWA
2105
FRG Family Wealth Advisors
Washington
$130K +$130K +1,032 New
FWM
2106
FSA Wealth Management
Massachusetts
$130K -$18.6K -146 -13%
AFIA
2107
America First Investment Advisors
Nebraska
$127K – – –
SAG
2108
Spotlight Asset Group
Illinois
$124K – – –
CSWM
2109
Cassady Schiller Wealth Management
Ohio
$119K +$38.4K +302 +47%
GAA
2110
Global Assets Advisory
Florida
$118K +$118K +15,184 New
PGAM
2111
Princeton Global Asset Management
New Jersey
$115K +$254 +2 +0.2%
MTIC
2112
Missouri Trust & Investment Company
Missouri
$115K +$48.5K +381 +73%
CT
2113
Clearstead Trust
Maine
$113K – – –
SIC
2114
SJS Investment Consulting
Ohio
$112K +$43.3K +340 +63%
MFT
2115
Moisand Fitzgerald Tamayo
Florida
$111K – – –
LD
2116
Lipe & Dalton
New York
$110K – – –
PP
2117
Pacifica Partners
Canada
$110K -$2.52K -20 -2%
DCM
2118
Davis Capital Management
Florida
$108K – – –
CTC
2119
Cetera Trust Company
Minnesota
$108K – – –
AWM
2120
Atticus Wealth Management
Florida
$108K – – –
SCM
2121
Silvant Capital Management
Georgia
$107K – – –
ACA
2122
Atlas Capital Advisors
Wyoming
$105K -$12.5K -98 -11%
WOC
2123
West Oak Capital
California
$105K – – –
MLA
2124
MB, Levis & Associates
Pennsylvania
$104K +$636 +5 +0.6%
ACA
2125
American Capital Advisory
Idaho
$102K +$2.78K +28 +3%
83 84
85
86 87