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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 %
RPCONE
851
Retirement Planning Company of New England
Rhode Island
$844K +$37.1K +263 +5%
DP
852
Dearborn Partners
Illinois
$843K -$19.1K -135 -2%
SIA
853
Schechter Investment Advisors
Michigan
$842K -$32.6K -231 -4%
SSB
854
Sandy Spring Bank
Maryland
$840K +$6.92K +49 +0.8%
MGIA
855
Matthew Goff Investment Advisor
Texas
$838K
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$838K +$176K +1,245 +27%
KFS
857
Keynote Financial Services
Connecticut
$833K
Verition Fund Management
858
Verition Fund Management
Connecticut
$831K +$170K +1,206 +26%
FNBTCON
859
First National Bank & Trust Co of Newtown
Pennsylvania
$830K -$70.6K -500 -8%
WIA
860
Westbourne Investment Advisors
Maryland
$830K
PAM
861
Palisade Asset Management
Minnesota
$830K
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$825K -$33.6K -238 -4%
VCWA
863
Vanguard Capital Wealth Advisors
Colorado
$818K +$225K +1,597 +38%
WFC
864
Western Financial Corp
California
$818K +$42.9K +304 +6%
MHR
865
Matthew Hamilton Rosenberg
$816K -$27.6K -196 -3%
PWPS
866
Pinnacle Wealth Planning Services
Ohio
$815K -$2.68K -19 -0.3%
IAN
867
Integrated Advisors Network
Texas
$814K -$10.4K -74 -1%
AGP
868
Autumn Glory Partners
Texas
$810K +$141K +1,000 +21%
EFS
869
Essex Financial Services
Connecticut
$810K +$383K +2,826 +90%
VC
870
Veracity Capital
Georgia
$809K -$208K -1,474 -20%
GDP
871
Great Diamond Partners
Maine
$804K +$8.19K +58 +1%
DAM
872
Doheny Asset Management
California
$803K
TCOT
873
Trust Company of Toledo
Ohio
$800K -$282 -2 -0%
BCM
874
Birmingham Capital Management
Alabama
$798K -$21.2K -150 -3%
Fisher Asset Management
875
Fisher Asset Management
Washington
$797K -$49.7K -352 -6%