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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 %
SEA
876
Stegent Equity Advisors
Texas
$795K
JIP
877
Jaffetilchin Investment Partners
Florida
$795K +$20.3K +144 +3%
NAMA
878
Nikko Asset Management Americas
New York
$793K -$168K -1,193 -18%
ACG
879
Allen Capital Group
Nebraska
$791K -$53.1K -376 -6%
HVIA
880
Hudson Valley Investment Advisors
New York
$790K +$414K +3,094 +110%
ESB
881
Essex Savings Bank
Connecticut
$782K -$565 -4 -0.1%
AMBIA
882
Allen Mooney & Barnes Investment Advisors
Georgia
$779K -$16.2K -115 -2%
PPWP
883
Premier Path Wealth Partners
New Jersey
$778K +$148K +1,047 +23%
CCA
884
Childress Capital Advisors
Texas
$776K +$83.7K +593 +12%
SW
885
SVB Wealth
Massachusetts
$776K -$249K -1,766 -24%
WTC
886
WhitTier Trust Company
Nevada
$776K -$82.2K -582 -10%
FB
887
Fulton Bank
Pennsylvania
$770K +$46.3K +328 +6%
PFSC
888
Peoples Financial Services Corp
Pennsylvania
$768K
Walleye Capital
889
Walleye Capital
New York
$767K -$7.86M -55,671 -91%
AFG
890
Atomi Financial Group
New York
$766K -$3.67K -26 -0.5%
TCA
891
Transcend Capital Advisors
New Jersey
$762K +$106K +752 +16%
FFWA
892
FRG Family Wealth Advisors
Washington
$759K
WFAG
893
Worth Financial Advisory Group
North Carolina
$757K +$4.94K +35 +0.7%
MIM
894
Merrion Investment Management
New Jersey
$755K +$275K +1,950 +57%
EGM
895
Engineers Gate Manager
New York
$753K +$479K +3,394 +175%
CCIA
896
Campbell & Co Investment Adviser
Maryland
$752K -$283K -2,006 -27%
EWA
897
EverSource Wealth Advisors
Alabama
$751K +$51.5K +354 +7%
HIA
898
Harbor Investment Advisory
Maryland
$750K -$11.6K -82 -2%
WA
899
Waverly Advisors
Alabama
$748K +$57K +404 +8%
LAM
900
Lingohr Asset Management
Germany
$748K +$39.5K +280 +6%