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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 %
BFS
751
Bradley Foster & Sargent
Connecticut
$993K +$8.54K +65 +0.9%
ECG
752
Edge Capital Group
Georgia
$992K -$7.49K -57 -0.7%
BW
753
Bison Wealth
Georgia
$992K -$44K -335 -4%
SSA
754
South Street Advisors
New York
$989K +$46K +350 +5%
TNBTD
755
Trustmark National Bank Trust Department
Mississippi
$986K -$109K -831 -10%
HWMO
756
Heritage Wealth Management (Ohio)
Ohio
$984K
BTI
757
Blue Trust Inc
Georgia
$984K +$452K +3,205 +85%
BEAM
758
Baker Ellis Asset Management
Washington
$978K -$52.6K -400 -5%
FFM
759
Forum Financial Management
Illinois
$974K -$20.1K -153 -2%
VBCG
760
Valley Brook Capital Group
Pennsylvania
$972K -$26.2K -199 -3%
JWCA
761
J.W. Cole Advisors
Florida
$970K -$343K -2,609 -26%
SCM
762
Semanteon Capital Management
Massachusetts
$967K +$967K +7,359 New
SWP
763
Strategic Wealth Partners
Ohio
$965K +$7.62K +58 +0.8%
BCCM
764
Bridge Creek Capital Management
Massachusetts
$964K
PBO
765
Peoples Bank (Ohio)
Ohio
$963K -$19.7K -150 -2%
WHG
766
Westwood Holdings Group
Texas
$961K +$58.1K +442 +6%
BTW
767
Boston Trust Walden
Massachusetts
$961K -$24.1K -183 -2%
KWA
768
Kingswood Wealth Advisors
California
$957K +$265K +2,013 +38%
MA
769
MONECO Advisors
Connecticut
$957K +$101K +768 +12%
ONB
770
Old National Bancorp
Indiana
$945K -$213K -1,623 -18%
IA
771
IFP Advisors
Florida
$944K +$127K +966 +16%
GWCM
772
Godshalk Welsh Capital Management
Pennsylvania
$937K -$65.7K -500 -7%
AFIA
773
America First Investment Advisors
Nebraska
$931K
PIM
774
Penobscot Investment Management
Massachusetts
$931K -$7.23K -55 -0.8%
Aristotle Capital Management
775
Aristotle Capital Management
California
$928K -$36.2K -275 -4%