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…
COP
1 published idea on ConocoPhillips across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on ConocoPhillips: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…