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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 %
MWM
926
Modera Wealth Management
New Jersey
$673K +$21.9K +155 +3%
Capstone Investment Advisors
927
Capstone Investment Advisors
New York
$671K +$630K +4,463 +1,550%
REMPR
928
Roof Eidam Maycock Peralta (REMP)
California
$670K
FFN
929
Focus Financial Network
Minnesota
$670K +$42.4K +301 +7%
AFP
930
Ausdal Financial Partners
Iowa
$669K -$9.18K -65 -1%
CWG
931
Cornerstone Wealth Group
North Carolina
$669K +$2.26K +16 +0.3%
P
932
Pitcairn
Pennsylvania
$669K +$46.2K +327 +7%
KIA
933
KCM Investment Advisors
California
$667K
LCM
934
LVM Capital Management
Michigan
$667K +$3.81K +27 +0.6%
GL
935
Graypoint LLC
New York
$667K +$187K +1,326 +39%
CAM
936
Campion Asset Management
Virginia
$665K -$57.9K -410 -8%
WPA
937
West Paces Advisors
Georgia
$664K +$26.5K +188 +4%
PA
938
Probity Advisors
Texas
$660K -$4.38K -31 -0.7%
NSIM
939
North Star Investment Management
Illinois
$659K +$424 +3 +0.1%
MIC
940
Means Investment Company
Maine
$659K +$424 +3 +0.1%
ICM
941
Islay Capital Management
Texas
$654K -$999K -7,079 -60%
WCG
942
Weaver Consulting Group
California
$652K -$56.5K -400 -8%
AM
943
AGF Management
Ontario, Canada
$652K -$616K -4,360 -49%
SSWM
944
Strait & Sound Wealth Management
California
$651K
BJL
945
Brighton Jones LLC
Washington
$650K +$31.5K +223 +5%
SFI
946
Siemens Fonds Invest
Germany
$649K -$20.5K -145 -3%
QIM
947
Quantitative Investment Management
Virginia
$648K +$648K +4,595 New
EA
948
Everpar Advisors
Oklahoma
$648K +$147K +1,041 +29%
AWS
949
Arkfeld Wealth Strategies
Nebraska
$647K +$4.89K +36 +0.8%
SAM
950
S.A. Mason
Michigan
$646K +$7.06K +50 +1%