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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 %
VEA
901
Virtus ETF Advisers
New York
$745K -$70.3K -498 -9%
IPW
902
Impact Partnership Wealth
Georgia
$744K +$711K +5,036 +2,125%
KWA
903
Kingswood Wealth Advisors
California
$744K -$252K -1,786 -25%
TCM
904
Twin Capital Management
Pennsylvania
$738K -$511K -3,620 -41%
QCG
905
Quadrant Capital Group
Ohio
$735K +$8.19K +58 +1%
LW
906
Linscomb Wealth
Texas
$734K +$13.1K +93 +2%
TW
907
TrinityPoint Wealth
Connecticut
$733K -$44.5K -315 -6%
PIM
908
Plato Investment Management
Australia
$731K
SM
909
Sciencast Management
New Jersey
$727K +$727K +5,151 New
WCM
910
Whitener Capital Management
North Carolina
$723K +$15.5K +110 +2%
MWM
911
Mission Wealth Management
California
$718K +$3.25K +23 +0.5%
SCM
912
Schnieders Capital Management
California
$714K
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$711K -$1.84K -13 -0.3%
WAM
914
Weatherly Asset Management
California
$705K -$10.6K -75 -1%
FWP
915
FAS Wealth Partners
Kansas
$701K +$3.53K +25 +0.5%
GPA
916
Garrison Point Advisors
California
$699K -$706 -5 -0.1%
EWM
917
EPG Wealth Management
Georgia
$697K -$767K -4,695 Closed
WPW
918
Waldron Private Wealth
Pennsylvania
$692K -$4.38K -31 -0.6%
BBA
919
Baader Bank Aktiengesellschaft
Germany
$690K -$219K -1,557 -24%
JHCP
920
Jackson Hole Capital Partners
Oklahoma
$688K
LC
921
Lincoln Capital
Nebraska
$684K +$988 +7 +0.1%
BCM
922
BluePath Capital Management
Georgia
$681K +$86.5K +613 +15%
SF
923
Symphony Financial
Texas
$678K -$19.4K -139 -3%
AIA
924
Affinity Investment Advisors
California
$677K -$154K -1,090 -19%
IRC
925
Investors Research Corp
Georgia
$674K