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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 %
HNB
776
Hilltop National Bank
Wyoming
$925K +$61.1K +465 +7%
MAM
777
Mystic Asset Management
Rhode Island
$919K +$4.34K +33 +0.5%
SAM
778
Shell Asset Management
Netherlands
$917K +$917K +6,975 New
DWM
779
Drive Wealth Management
Utah
$917K +$398K +3,031 +77%
CWM
780
Connecticut Wealth Management
Connecticut
$915K -$19.1K -145 -2%
WA
781
WealthTrust Axiom
Pennsylvania
$914K -$17.4K -132 -2%
SIA
782
Schear Investment Advisers
Ohio
$910K +$56.3K +428 +7%
FNBT
783
FineMark National Bank & Trust
Florida
$910K -$16.4K -125 -2%
WAS
784
Wealth Advisory Solutions
Indiana
$909K +$117K +889 +15%
AWM
785
Axxcess Wealth Management
California
$909K -$302K -2,298 -25%
ANTB
786
AMG National Trust Bank
Colorado
$909K -$84.3K -641 -8%
LFA
787
Legacy Financial Advisors
Kentucky
$908K +$11K +84 +1%
HAIM
788
Hunter Associates Investment Management
Pennsylvania
$907K -$6.82K -52 -0.7%
PJWM
789
Philip James Wealth Mangement
Georgia
$906K +$906K +6,895 New
SCTC
790
Sanibel Captiva Trust Company
Florida
$903K +$26.7K +203 +3%
BB
791
Busey Bank
Illinois
$899K -$7.76K -59 -0.9%
CIA
792
Cladis Investment Advisory
Montana
$899K
Parallax Volatility Advisers
793
Parallax Volatility Advisers
California
$896K -$1.21M -9,238 -58%
GC
794
Grimes & Company
Massachusetts
$892K +$5K +38 +0.6%
MRCM
795
M&R Capital Management
New Jersey
$887K -$271K -2,064 -23%
NL
796
Navalign LLC
California
$887K +$21.6K +164 +2%
RA
797
RFG Advisory
Alabama
$886K -$379K -2,886 -30%
WF
798
Welch & Forbes
Massachusetts
$882K +$21.2K +161 +2%
MA
799
MCF Advisors
Kentucky
$882K -$3.29K -25 -0.4%
RIA
800
Retirement Investment Advisors
Oklahoma
$879K