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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 %
OFG
876
OmniStar Financial Group
North Carolina
$731K +$158K +1,195 +28%
ESB
877
Essex Savings Bank
Connecticut
$727K -$1.45K -11 -0.2%
ETC
878
Exchange Traded Concepts
Oklahoma
$721K +$133K +1,014 +23%
AIA
879
Armor Investment Advisors
North Carolina
$718K -$702K -5,340 -49%
WFAG
880
Worth Financial Advisory Group
North Carolina
$714K +$9.6K +73 +1%
WCM
881
Whitener Capital Management
North Carolina
$712K +$39.4K +300 +6%
AMBIA
882
Allen Mooney & Barnes Investment Advisors
Georgia
$711K -$14.7K -112 -2%
WTC
883
WhitTier Trust Company
Nevada
$708K -$13.9K -106 -2%
ACG
884
Allen Capital Group
Nebraska
$706K -$30.1K -229 -4%
MIM
885
Merrion Investment Management
New Jersey
$703K
GDP
886
Great Diamond Partners
Maine
$702K -$46.3K -352 -6%
VIM
887
Vinva Investment Management
Australia
$700K +$700K +5,345 New
TW
888
TrinityPoint Wealth
Connecticut
$698K +$16K +122 +2%
FTWA
889
Fifth Third Wealth Advisors
Ohio
$690K -$151K -1,148 -18%
Fisher Asset Management
890
Fisher Asset Management
Washington
$688K -$53.8K -409 -7%
LW
891
Linscomb Wealth
Texas
$686K +$2.5K +19 +0.4%
BWP
892
Baldwin Wealth Partners
Massachusetts
$684K +$432K +3,288 +171%
WA
893
Waverly Advisors
Alabama
$681K -$15.4K -117 -2%
NAMA
894
Nikko Asset Management Americas
New York
$677K -$61.7K -469 -8%
SLWA
895
San Luis Wealth Advisors
California
$677K +$340K +2,590 +101%
WAM
896
Weatherly Asset Management
California
$676K +$19.5K +148 +3%
AWC
897
Abundance Wealth Counselors
Pennsylvania
$674K +$674K +5,124 New
NWMG
898
Nicholson Wealth Management Group
South Carolina
$672K +$672K +5,110 New
AWS
899
Arkfeld Wealth Strategies
Nebraska
$669K +$9.84K +71 +1%
SF
900
Symphony Financial
Texas
$669K +$31.5K +240 +5%