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Phillips 66

1,768 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
1,768
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.71%
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 %
Fiera Capital (Canada)
326
Fiera Capital (Canada)
Quebec, Canada
$5.86M +$5.86M +41,530 New
BAMF
327
BI Asset Management Fondsmaeglerselskab
Denmark
$5.84M +$503K +3,566 +9%
AA
328
Ancora Advisors
Ohio
$5.77M -$104K -740 -2%
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$5.74M -$640K -4,533 -10%
MIM
330
Montgomery Investment Management
Maryland
$5.72M
CAM
331
Cozad Asset Management
Illinois
$5.7M +$1.57M +11,121 +38%
KWM
332
Kingsview Wealth Management
Oregon
$5.69M -$2.5M -17,739 -31%
QWP
333
Quotient Wealth Partners
Texas
$5.65M +$626K +4,435 +12%
UB
334
UMB Bank
Missouri
$5.64M -$109K -772 -2%
MHC
335
Meyer Handelman Company
New York
$5.61M -$14.1K -100 -0.3%
SIA
336
Sovereign Investment Advisors
Arizona
$5.61M
HNB
337
Huntington National Bank
Ohio
$5.6M +$11.7K +83 +0.2%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$5.57M +$366K +2,596 +7%
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$5.57M -$2.06M -14,581 -27%
BFG
340
Berger Financial Group
Minnesota
$5.51M -$35.9K -254 -0.6%
CCM
341
Coldstream Capital Management
Washington
$5.49M -$104K -735 -2%
UIM
342
USS Investment Management
United Kingdom
$5.45M
BFG
343
Beacon Financial Group
Texas
$5.44M -$277K -1,959 -5%
RIL
344
Rothschild Investment LLC
Illinois
$5.43M -$15.2K -108 -0.3%
SCP
345
Shorepoint Capital Partners
Massachusetts
$5.4M -$33.2K -235 -0.6%
BF
346
BOK Financial
Oklahoma
$5.36M -$3.11M -22,018 -37%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$5.34M -$58.6K -415 -1%
EMPI
348
Elo Mutual Pension Insurance
Finland
$5.32M -$1.29M -9,127 -19%
WI
349
Wintrust Investments
Illinois
$5.31M -$233K -1,652 -4%
CT
350
Colonial Trust
South Carolina
$5.31M +$214K +1,516 +4%