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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 %
PP
951
Patron Partners
Texas
$580K -$3.81K -29 -0.7%
DA
952
Drake & Associates
Wisconsin
$579K +$579K +4,406 New
ACA
953
Atlas Capital Advisors
Wyoming
$579K -$262K -1,994 -31%
CFM
954
Catalyst Funds Management
Australia
$578K +$421K +3,200 +267%
CI
955
Cigna Investments
Connecticut
$578K -$5.92K -45 -1%
FB
956
Fulton Bank
Pennsylvania
$577K -$140K -1,067 -20%
ECM
957
Evergreen Capital Management
Washington
$576K -$14.9K -113 -3%
VDI
958
Vaughan David Investments
Illinois
$576K
GWM
959
Geneos Wealth Management
Colorado
$574K +$70.7K +538 +14%
TCA
960
Transcend Capital Advisors
New Jersey
$572K -$137K -1,044 -19%
CAM
961
Campion Asset Management
Virginia
$571K -$48.6K -370 -8%
CG
962
Clifford Group
Massachusetts
$566K +$31.7K +241 +6%
OPTFSNA
963
Old Point Trust & Financial Services N A
Virginia
$566K
DFG
964
Demars Financial Group
Washington
$559K -$10.8K -82 -2%
SAM
965
SignalPoint Asset Management
Missouri
$557K +$2.36K +18 +0.4%
AWM
966
Angeles Wealth Management
California
$557K -$7.89K -60 -1%
NW
967
Naviter Wealth
Arkansas
$556K
P
968
Pitcairn
Pennsylvania
$554K -$68.7K -523 -11%
4WM
969
49 Wealth Management
Texas
$554K +$55.9K +425 +11%
SAM
970
Sompo Asset Management
Japan
$551K +$17.1K +130 +3%
TFA
971
Teamwork Financial Advisors
Texas
$549K -$2.05M -15,626 -79%
SPL
972
Smart Portfolios LLC
Washington
$548K -$3.94K -30 -0.7%
MFG
973
Merit Financial Group
Georgia
$548K -$399K -3,037 -42%
SBIA
974
Sheaff Brock Investment Advisors
Indiana
$547K -$17.9K -136 -3%
MCM
975
Mill Capital Management
North Carolina
$545K