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ConocoPhillips
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Overview Fund Activity

2,241 hedge funds and large institutions have $101B invested in ConocoPhillips in 2024 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 900 increasing their positions, 875 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
-75
Holders Change %
-3.24%
% of All Funds
32.42%
Holding in Top 10
34
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-24.44%
% of All Funds
0.49%
New
123
Increased
900
Reduced
875
Closed
168
Calls
$1.49B
Puts
$1.46B
Net Calls
+$30M
Net Calls Change
-$103M

Top Buyers

1
State Street
State Street
Massachusetts
$7.05B
2
Capital International Investors
Capital International Investors
California
$3.14B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.28B
4
Fisher Asset Management
Fisher Asset Management
Washington
$1.31B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$483M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$7.38M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
3
AIM
Alphinity Investment Management
Australia
$0
4
Millennium Management
Millennium Management
New York
$242M
5
DZ Bank
DZ Bank
Germany
$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
2201
Northwest Financial Advisors
Virginia
$8.14K +$8.14K +77 New
EWP
2202
Elevation Wealth Partners
California
$7.9K – – –
IRAG
2203
Investment Research & Advisory Group
Georgia
$7.79K – – –
NAAA
2204
New Age Alpha Advisors
New York
$7.69K – – –
NFSG
2205
Newbridge Financial Services Group
Florida
$7.59K -$14.4K -137 -66%
AWM
2206
Activest Wealth Management
Florida
$7.36K -$6.52K -62 -47%
HWP
2207
Highline Wealth Partners
California
$7.19K -$1.69K -16 -19%
PFG
2208
Peterson Financial Group
Iowa
$6.96K +$6.96K +66 New
TCM
2209
Tributary Capital Management
Nebraska
$6.84K – – –
RWA
2210
Redmont Wealth Advisors
Illinois
$6.84K – – –
FGA
2211
Fortis Group Advisors
New Jersey
$6.53K – – –
CFS
2212
CGC Financial Services
Oregon
$6.42K – – –
SVCP
2213
Silicon Valley Capital Partners
California
$6.42K – – –
SHIM
2214
Stone House Investment Management
Pennsylvania
$6.26K – – –
PA
2215
Pineridge Advisors
Missouri
$6.11K -$11.5K -109 -65%
KPP
2216
Kings Path Partners
Texas
$6.11K -$1.68K -16 -22%
FCG
2217
Financial Connections Group
California
$6K – – –
MCM
2218
MidAtlantic Capital Management
Virginia
$5.9K +$5.9K +56 New
PCMC
2219
Planning Capital Management Corporation
Pennsylvania
$5.76K -$8.17K -78 -59%
KSWA
2220
Kathleen S. Wright Associates
Pennsylvania
$5.58K – – –
PCFFS
2221
Pacific Center for Financial Services
California
$5.37K – – –
T
2222
Tidemark
California
$5.16K – – –
RBC
2223
Roble Belko & Company
Pennsylvania
$5K – – –
CFFP
2224
Center for Financial Planning
Michigan
$4.53K – – –
SC
2225
Swan Capital
Florida
$4.53K +$4.53K +43 New
87 88
89
90 91