PSX icon

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 %
AI
726
Arvest Investments
Arkansas
$1.1M +$141K +1,074 +15%
IF
727
Intrua Financial
Texas
$1.1M
MMPW
728
Mitchell McLeod Pugh & Williams
Alabama
$1.09M +$80.1K +609 +8%
BBL
729
Beck Bode LLC
Massachusetts
$1.09M -$149K -1,130 -12%
SC
730
Searle & Co
Connecticut
$1.09M -$276K -2,099 -20%
NL
731
NVWM LLC
Pennsylvania
$1.09M -$27.7K -211 -2%
BP
732
BWM Planning
Texas
$1.08M +$1.08M +8,240 New
TRCT
733
Tower Research Capital (TRC)
New York
$1.07M -$4.66M -35,442 -81%
JWM
734
Jupiter Wealth Management
Colorado
$1.07M +$91.4K +695 +9%
AFCM
735
Applied Finance Capital Management
Puerto Rico
$1.07M +$201K +1,531 +23%
CL
736
COWA LLC
Oklahoma
$1.06M +$10.2K +78 +1%
AWE
737
Avidian Wealth Enterprises
Texas
$1.06M -$286K -2,178 -21%
IFWM
738
Institute for Wealth Management
Colorado
$1.05M +$4.6K +35 +0.4%
FFA
739
Farther Finance Advisors
California
$1.05M +$46.5K +354 +5%
WP
740
Westmount Partners
California
$1.04M -$3.29K -25 -0.3%
BAM
741
Belpointe Asset Management
Nevada
$1.03M +$175K +1,335 +20%
SA
742
Strategic Advisors
New York
$1.03M -$68.5K -521 -6%
PVI
743
Pine Valley Investments
New Jersey
$1.03M
FG
744
Fiduciary Group
Georgia
$1.02M -$23.3K -177 -2%
VHAM
745
Van Hulzen Asset Management
California
$1.01M -$16K -122 -2%
NAS
746
Nicolet Advisory Services
Wisconsin
$1.01M -$15.7K -113 -2%
ABTD
747
Arvest Bank Trust Division
Oklahoma
$1.01M +$1.01M +7,666 New
BSA
748
Bull Street Advisors
Georgia
$1M -$16.4K -125 -2%
ACA
749
Aptus Capital Advisors
Alabama
$997K -$106K -807 -10%
HAG
750
HighPoint Advisor Group
Illinois
$995K +$99.9K +760 +11%