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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 %
GI
976
GAMCO Investors
Connecticut
$605K
JSC
977
Jackson Square Capital
California
$603K -$132K -933 -18%
VAM
978
Verity Asset Management
North Carolina
$602K
NW
979
Naviter Wealth
Arkansas
$597K
SAM
980
SignalPoint Asset Management
Missouri
$597K +$2.54K +18 +0.4%
LCM
981
LRT Capital Management
Texas
$597K -$1.03M -7,304 -63%
SPL
982
Smart Portfolios LLC
Washington
$593K +$53.6K +380 +10%
RGC
983
Roberts, Glore & Co
Illinois
$590K
MCM
984
Mill Capital Management
North Carolina
$585K -$141K -1,000 -19%
WA
985
WP Advisors
California
$585K +$4.66K +33 +0.8%
SA
986
SAM Advisors
California
$584K
CCAL
987
City Center Advisors LLC
Michigan
$582K
BB
988
Burford Brothers
Texas
$582K
ECM
989
Estabrook Capital Management
New York
$580K
PWM
990
Perigon Wealth Management
California
$579K +$21.7K +154 +4%
FM
991
Foster & Motley
Ohio
$579K -$26.7K -189 -4%
NS
992
NBC Securities
Alabama
$579K -$21.6K -153 -4%
SWA
993
Stratos Wealth Advisors
Ohio
$575K -$1.26M -8,903 -69%
WWM
994
Western Wealth Management
Colorado
$574K +$5.51K +39 +1%
CG
995
Clifford Group
Massachusetts
$574K -$4.8K -34 -0.8%
SAM
996
Sompo Asset Management
Japan
$573K -$36.7K -260 -6%
FEM
997
Fulcrum Equity Management
Texas
$572K +$8.75K +62 +2%
SC
998
Syon Capital
California
$568K +$54.8K +388 +11%
GFP
999
Gryphon Financial Partners
Ohio
$567K -$17.6K -125 -3%
SAI
1000
Savvy Advisors Inc
New York
$566K +$194K +1,377 +52%