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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 %
RWM
2201
Rialto Wealth Management
New York
$7.63K +$179 +2 +2%
YDMI
2202
Y.D. More Investments
Israel
$7.3K -$23.8K -264 -77%
CWA
2203
Carolina Wealth Advisors
South Carolina
$7.27K – – –
SHF
2204
Safe Harbor Fiduciary
Florida
$7.18K +$7.18K +80 New
T
2205
Tidemark
California
$6.91K -$1.35K -15 -16%
EPIMS
2206
Evelyn Partners Investment Management Services
$6.74K +$5.49K +358 +442%
IRAG
2207
Investment Research & Advisory Group
Georgia
$6.64K -$91 -1 -1%
RF
2208
Rossby Financial
Florida
$6.46K +$5.92K +66 +1,100%
CWM
2209
Copia Wealth Management
Oregon
$6.28K – – –
IA
2210
Icon Advisers
Colorado
$6.28K +$6.28K +70 New
WCM
2211
WealthTrak Capital Management
Virginia
$5.83K -$1.17K -13 -17%
CFS
2212
CGC Financial Services
Oregon
$5.47K – – –
LFA
2213
LGT Financial Advisors
Texas
$5.47K +$5.47K +61 New
HFS
2214
Horizon Financial Services
North Carolina
$5.45K +$1.52K +17 +39%
CW
2215
Curio Wealth
Maryland
$5.03K +$4.94K +55 +5,500%
OAJ
2216
Ogorek Anthony Joseph
New York
$5K -$8.54K -111 -63%
KSWA
2217
Kathleen S. Wright Associates
Pennsylvania
$4.76K – – –
SC
2218
Solstein Capital
California
$4.49K +$1.35K +15 +43%
BHWM
2219
Bay Harbor Wealth Management
Maryland
$4.4K +$1.8K +20 +69%
RFA
2220
Reyes Financial Architecture
California
$4.04K – – –
UIA
2221
Ulland Investment Advisors
Minnesota
$4K – – –
RBC
2222
Roble Belko & Company
Pennsylvania
$4K +$83 +1 +2%
MAS
2223
MPWM Advisory Solutions
Georgia
$3.95K -$1.26K -14 -24%
VFM
2224
Vision Financial Markets
Connecticut
$3.91K +$89 +1 +2%
DWM
2225
Darwin Wealth Management
Florida
$3.11K – – –
87 88
89
90 91