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ConocoPhillips
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Overview Fund Activity

2,248 hedge funds and large institutions have $114B invested in ConocoPhillips in 2023 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 812 increasing their positions, 870 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,248
Holders Change
+84
Holders Change %
+3.88%
% of All Funds
32.95%
Holding in Top 10
45
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-29.69%
% of All Funds
0.66%
New
239
Increased
812
Reduced
870
Closed
123
Calls
$1.98B
Puts
$1.92B
Net Calls
+$53.4M
Net Calls Change
-$307M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.1B
2
State Street
State Street
Massachusetts
+$1.85B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$549M
4
Barclays
Barclays
United Kingdom
+$389M
5
DZ Bank
DZ Bank
Germany
+$363M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.23B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$378M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$315M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
2226
Ulland Investment Advisors
Minnesota
$5K – – –
CFFP
2227
Center for Financial Planning
Michigan
$4.99K – – –
TCM
2228
Tradewinds Capital Management
Washington
$4.64K +$580 +5 +14%
CHA
2229
Carmichael Hill & Associates
Maryland
$4.54K – – –
FRA
2230
Frank Rimerman Advisors
California
$4.41K +$4.41K +38 New
HWP
2231
Highline Wealth Partners
California
$4.3K – – –
KFP
2232
Keener Financial Planning
Texas
$4K +$4K +33 New
HWM
2233
Horizons Wealth Management
North Carolina
$3.83K – – –
DWA
2234
Delos Wealth Advisors
Texas
$3.22K -$13.8K -120 -81%
AFG
2235
Albion Financial Group
Utah
$3.02K – – –
CAM
2236
ClariVest Asset Management
California
$2.9K – – –
GPFA
2237
Game Plan Financial Advisors
Ohio
$2.9K +$2.9K +25 New
IWA
2238
IBEX Wealth Advisors
New Jersey
$2.58K -$1.06M -9,054 -100%
CCMI
2239
Creative Capital Management Investments
California
$2.55K – – –
AWM
2240
Able Wealth Management
New Jersey
$2.49K +$2.49K +21 New
TWP
2241
TFO Wealth Partners
Ohio
$2.44K -$928 -8 -28%
CJ
2242
Caitlin John
Michigan
$2.32K +$2.32K +20 New
CP
2243
Castleview Partners
Texas
$2.09K – – –
IFAM
2244
Institutional & Family Asset Management
Colorado
$1.39K – – –
LPP
2245
Life Planning Partners
Florida
$1.39K +$1.39K +12 New
SC
2246
Solstein Capital
California
$1.16K – – –
CPA
2247
Clear Point Advisors
New York
$612 +$612 +5 New
PCM
2248
Perritt Capital Management
Illinois
$583 +$583 +5 New
NC
2249
NewSquare Capital
Pennsylvania
$116 -$3.02K -26 -96%
DWM
2250
Dogwood Wealth Management
Kansas
$28 – – –
88 89
90
91 92