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Phillips 66

1,754 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$10.8M +$3.2M +24,376 +42%
VanEck Associates
227
VanEck Associates
New York
$10.8M +$7.79M +60,355 +263%
HIMC
228
Heritage Investors Management Corp
Maryland
$10.7M -$99.5K -757 -0.9%
TI
229
Trexquant Investment
Connecticut
$10.6M +$10.6M +80,786 New
FC
230
FORA Capital
Florida
$10.6M +$10.6M +80,419 New
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$10.4M +$25K +190 +0.2%
MIM
232
Marco Investment Management
Georgia
$10.2M +$237K +1,802 +2%
CIM
233
Cambria Investment Management
California
$10.1M -$402K -3,061 -4%
MAM
234
Martingale Asset Management
Massachusetts
$10.1M -$65.7K -500 -0.6%
DWP
235
Daymark Wealth Partners
Ohio
$9.9M +$115K +877 +1%
PHAM
236
Pacific Heights Asset Management
California
$9.86M
Capital Fund Management (CFM)
237
Capital Fund Management (CFM)
France
$9.78M +$8.05M +61,209 +464%
SB
238
Simmons Bank
Arkansas
$9.65M +$43.2K +329 +0.5%
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.63M -$65.7K -500 -0.7%
AAM
240
Advisors Asset Management
Colorado
$9.59M -$838K -6,374 -8%
II
241
IFM Investors
Australia
$9.45M -$2.08M -15,803 -18%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$9.44M +$545K +4,146 +6%
FPCP
243
Fort Point Capital Partners
California
$9.42M +$11K +84 +0.1%
TCA
244
Tortoise Capital Advisors
Kansas
$9.37M
Calamos Advisors
245
Calamos Advisors
Illinois
$9.35M -$230K -1,746 -2%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$9.3M -$1.47M -11,196 -14%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$9.09M -$598K -4,549 -6%
URS
248
Utah Retirement Systems
Utah
$9.09M -$92K -700 -1%
ACM
249
Aquatic Capital Management
Illinois
$9.03M +$8.75M +66,600 +3,171%
Federated Hermes
250
Federated Hermes
Pennsylvania
$9.01M -$2.2M -16,710 -20%