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Phillips 66

1,767 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$11.2M -$1.62M -11,450 -13%
BMCM
227
Bryn Mawr Capital Management
Pennsylvania
$11.1M -$21.6K -153 -0.2%
AAS
228
Avantax Advisory Services
Texas
$11.1M +$4.84M +34,258 +77%
NL
229
NKCFO LLC
Illinois
$10.9M
MAM
230
Martingale Asset Management
Massachusetts
$10.9M -$4.73M -33,480 -30%
ASN
231
Advisory Services Network
Georgia
$10.8M -$123K -874 -1%
MIM
232
Marco Investment Management
Georgia
$10.7M +$135K +959 +1%
DADC
233
D.A. Davidson & Co
Montana
$10.6M +$488K +3,456 +5%
PHAM
234
Pacific Heights Asset Management
California
$10.6M
SOADOR
235
State of Alaska Department of Revenue
Alaska
$10.5M +$136K +960 +1%
DWP
236
Daymark Wealth Partners
Ohio
$10.5M +$115K +816 +1%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.4M +$322K +2,283 +3%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$10.4M -$1.05M -7,422 -9%
VVP
239
Venture Visionary Partners
Ohio
$10.3M +$423K +2,999 +4%
SB
240
Simmons Bank
Arkansas
$10.3M -$74.7K -529 -0.7%
Calamos Advisors
241
Calamos Advisors
Illinois
$10.3M -$376K -2,661 -4%
BNP Paribas Asset Management
242
BNP Paribas Asset Management
France
$10.2M +$1.89M +13,418 +23%
Bank of Nova Scotia
243
Bank of Nova Scotia
Ontario, Canada
$10.1M +$1.59M +11,243 +19%
FPCP
244
Fort Point Capital Partners
California
$10.1M -$706 -5 -0%
TCA
245
Tortoise Capital Advisors
Kansas
$10.1M
CGH
246
Crossmark Global Holdings
Texas
$9.96M -$1.76M -12,472 -15%
TPSF
247
Texas Permanent School Fund
Texas
$9.92M -$2.63M -18,657 -21%
URS
248
Utah Retirement Systems
Utah
$9.86M -$903K -6,400 -8%
P
249
&Partners
Tennessee
$9.65M +$8.98M +63,730 +1,344%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$9.56M -$815K -5,773 -8%