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ConocoPhillips
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Overview Fund Activity

2,245 hedge funds and large institutions have $92.3B invested in ConocoPhillips in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 897 increasing their positions, 908 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
-119
Holders Change %
-5.03%
% of All Funds
30.11%
Holding in Top 10
23
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-36.11%
% of All Funds
0.31%
New
122
Increased
897
Reduced
908
Closed
196
Calls
$1.5B
Puts
$1.25B
Net Calls
+$246M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.89B
3
Primecap Management
Primecap Management
California
$707M
4
Capital International Investors
Capital International Investors
California
$3.46B
5
Bank of America
Bank of America
North Carolina
$1.7B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.43B
2
BlackRock
BlackRock
New York
$8.24B
3
AQR Capital Management
AQR Capital Management
Connecticut
$119M
4
State Street
State Street
Massachusetts
$6.03B
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
2151
Fairway Wealth
Ohio
$14.4K – – –
BFS
2152
Bare Financial Services
Pennsylvania
$14K +$8.08K +90 +136%
CWM
2153
Centricity Wealth Management
Ohio
$13.8K -$10.9K -121 -44%
RVM
2154
Robinson Value Management
Texas
$13.7K – – –
BBPWM
2155
Blue Bell Private Wealth Management
Pennsylvania
$13.5K +$2.6K +29 +24%
CWIG
2156
Chung Wu Investment Group
Texas
$13.5K +$13.5K +150 New
SC
2157
Stephens Consulting
Michigan
$13.2K -$269 -3 -2%
MAWAG
2158
Mid-American Wealth Advisory Group
Missouri
$13.1K +$13.1K +146 New
GWSA
2159
Global Wealth Strategies & Associates
Colorado
$13K -$17.8K -198 -58%
PWA
2160
Principia Wealth Advisory
Texas
$12.8K +$1.08K +12 +9%
CWM
2161
Cranbrook Wealth Management
Michigan
$12.7K +$8.35K +93 +190%
MCA
2162
Midwest Capital Advisors
Michigan
$12.7K – – –
KA
2163
Kozak & Associates
Colorado
$12.5K -$1.32K -14 -10%
BT
2164
Banque Transatlantique
France
$12.4K -$50K -554 -80%
FP
2165
Financial Perspectives
Minnesota
$12.2K – – –
WPA
2166
Wealth Preservation Advisors
Tennessee
$12.2K – – –
TIM
2167
Total Investment Management
Arizona
$11.9K +$11.9K +133 New
EWP
2168
Elevation Wealth Partners
California
$11.7K – – –
FFWM
2169
Future Financial Wealth Management
Ohio
$11.4K – – –
JFG
2170
JDM Financial Group
Texas
$11.3K – – –
LWA
2171
Lowe Wealth Advisors
Maryland
$10.9K – – –
CAM
2172
Clarity Asset Management
Iowa
$10.6K +$90 +1 +0.9%
ACM
2173
Anfield Capital Management
California
$10.5K – – –
HNW
2174
High Note Wealth
Minnesota
$10.5K +$359 +4 +4%
HFS
2175
Hughes Financial Services
Virginia
$10.4K -$4.19K -45 -29%
85 86
87
88 89