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Phillips 66

1,755 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, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
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
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TBC
401
Tweedy, Browne Co
Connecticut
$3.97M
BEI
402
Benjamin Edwards Inc
Missouri
$3.95M +$3.35M +25,495 +557%
VWMG
403
Virginia Wealth Management Group
Virginia
$3.95M +$737K +5,604 +23%
CS
404
Candriam SCA
Luxembourg
$3.95M +$427K +3,246 +12%
JIC
405
Johnson Investment Counsel
Ohio
$3.95M +$317K +2,412 +9%
BBI
406
Baxter Bros Inc
Connecticut
$3.92M -$140K -1,065 -3%
Kovitz Investment Group Partners
407
Kovitz Investment Group Partners
Illinois
$3.85M +$1.34M +12,925 +53%
GIA
408
Gladstone Institutional Advisory
Florida
$3.84M +$501K +3,809 +15%
KRS
409
Kentucky Retirement Systems
Kentucky
$3.83M -$366K -2,787 -9%
PFS
410
Prospera Financial Services
Texas
$3.82M +$243K +1,849 +7%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$3.76M +$703K +5,350 +23%
EG
412
Ellerson Group
Maryland
$3.75M +$65.9K +501 +2%
SFA
413
Sequoia Financial Advisors
Ohio
$3.72M +$1.07M +8,110 +40%
GAB
414
German American Bancorp
Indiana
$3.71M +$268K +2,038 +8%
PCM
415
Parsons Capital Management
Rhode Island
$3.69M
CTC
416
Central Trust Company
Missouri
$3.69M -$77.8K -592 -2%
RCA
417
Riverview Capital Advisers
Massachusetts
$3.68M +$13.1K +100 +0.4%
CSPAM
418
Cary Street Partners Asset Management
Virginia
$3.64M -$32.9K -250 -0.9%
CNBTD
419
Citizens National Bank Trust Department
Mississippi
$3.63M -$60.5K -460 -2%
TPCW
420
TD Private Client Wealth
New York
$3.6M -$234K -1,778 -6%
BAMF
421
BI Asset Management Fondsmaeglerselskab
Denmark
$3.59M -$1.85M -14,085 -34%
MSU
422
Mizuho Securities USA
New York
$3.57M -$728K -5,542 -17%
AG
423
Algert Global
California
$3.55M +$3.55M +26,983 New
AWS
424
Atria Wealth Solutions
New York
$3.52M -$220K -1,676 -6%
TAM
425
Tocqueville Asset Management
New York
$3.51M -$121K -918 -3%