LongCOPSep 2026
ConocoPhillips
ClearBridge maintains a constructive view of ConocoPhillips based on its potential for increasing free cash flow over the next several years. The company has benefited from…
COP
Which hedge funds are long COP?
2 published ideas on ConocoPhillips across 2 funds — 2 long and 0 short.
ConocoPhillips hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on ConocoPhillips: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCOPJun 2026
ConocoPhillips
ConocoPhillips owns low-cost, long-lived upstream inventory that Eagle believes the market underappreciates relative to peers. Free cash flow should rise as the Willow project in…