PSX icon

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 %
Capital Fund Management (CFM)
601
Capital Fund Management (CFM)
France
$1.86M -$56.1M -397,380 -97%
SCM
602
Shelton Capital Management
Colorado
$1.84M -$47.2K -334 -3%
FIM
603
Fruth Investment Management
Texas
$1.83M -$14.1K -100 -0.8%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$1.82M +$7.91K +56 +0.4%
SPC
605
Sigma Planning Corp
Michigan
$1.82M -$110K -777 -6%
VFA
606
Valeo Financial Advisors
Indiana
$1.82M +$9.88K +70 +0.5%
AWM
607
Apollon Wealth Management
South Carolina
$1.8M +$176K +1,249 +11%
DAS
608
Dynamic Advisor Solutions
Arizona
$1.78M -$52.4K -371 -3%
EC
609
Estate Counselors
Wisconsin
$1.78M -$7.76K -55 -0.4%
AAM
610
AR Asset Management
California
$1.78M
PCMK
611
Paragon Capital Management (Kansas)
Kansas
$1.76M +$14.3K +101 +0.8%
ICA
612
Infrastructure Capital Advisors
New York
$1.76M +$1.44M +10,178 +452%
MWM
613
Marion Wealth Management
Pennsylvania
$1.74M +$18.1K +128 +1%
BSB
614
Bangor Savings Bank
Maine
$1.72M -$16.4K -116 -0.9%
HWAM
615
Hennion & Walsh Asset Management
New Jersey
$1.72M +$201K +1,424 +13%
CC
616
Centiva Capital
New York
$1.72M +$1.36M +9,629 +380%
SMC
617
Smith, Moore & Co
Missouri
$1.71M +$34K +241 +2%
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$101K +717 +6%
WJWM
619
Williams Jones Wealth Management
New York
$1.7M -$19.1K -135 -1%
IWM
620
IHT Wealth Management
Illinois
$1.68M -$116M -819,999 -99%
SC
621
Savant Capital
Illinois
$1.68M +$36K +255 +2%
USAA
622
United Services Automobile Association
Texas
$1.68M -$90.5K -641 -5%
PFA
623
Pathway Financial Advisers
Indiana
$1.67M -$7.32K -52 -0.4%
CV
624
Counterweight Ventures
North Carolina
$1.66M +$95.6K +677 +6%
FNBOMD
625
First National Bank of Mount Dora
Florida
$1.66M -$103K -730 -6%