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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 %
WIA
851
Westbourne Investment Advisors
Maryland
$770K -$3.16K -24 -0.4%
FNBTCON
852
First National Bank & Trust Co of Newtown
Pennsylvania
$770K -$3.29K -25 -0.4%
PAM
853
Palisade Asset Management
Minnesota
$770K -$3.16K -24 -0.4%
CCA
854
Checchi Capital Advisers
California
$769K -$27.5K -209 -3%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$768K -$12.9K -98 -2%
AFG
856
Atomi Financial Group
New York
$762K +$49.2K +374 +7%
PFP
857
Pinnacle Financial Partners
Tennessee
$759K -$172K -1,311 -18%
MOS
858
MGO One Seven
Ohio
$759K -$142K -1,078 -16%
VT
859
Vise Technologies
New York
$759K +$280K +2,128 +58%
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$758K -$9.6K -73 -1%
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$758K -$789 -6 -0.1%
AGP
862
Autumn Glory Partners
Texas
$756K
VC
863
Veracity Capital
Georgia
$755K +$1.58K +12 +0.2%
FFWA
864
FRG Family Wealth Advisors
Washington
$750K
Connor, Clark & Lunn Investment Management (CC&L)
865
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$750K +$398K +3,030 +113%
DAM
866
Doheny Asset Management
California
$748K
ACM
867
AlphaStar Capital Management
North Carolina
$747K -$184K -1,396 -20%
NWAG
868
Net Worth Advisory Group
Utah
$745K +$745K +5,669 New
PPWP
869
Premier Path Wealth Partners
New Jersey
$744K +$19.2K +146 +3%
IAN
870
Integrated Advisors Network
Texas
$743K -$15.2K -116 -2%
IPW
871
Impact Partnership Wealth
Georgia
$743K +$49.7K +378 +7%
SEA
872
Stegent Equity Advisors
Texas
$740K
CPC
873
Consolidated Planning Corp
Georgia
$740K +$358K +2,720 +94%
TCOT
874
Trust Company of Toledo
Ohio
$735K -$9.73K -74 -1%
GS
875
GTS Securities
New York
$733K +$328K +2,499 +81%