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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 %
CL
1001
CSS LLC
Illinois
$565K -$282K -2,000 -33%
OF
1002
Outfitter Financial
Maine
$565K -$212K -1,500 -27%
KWM
1003
Kolinsky Wealth Management
New Jersey
$563K -$30.8K -218 -5%
KCIC
1004
Kuhn & Co Investment Counsel
Illinois
$560K
WG
1005
Welch Group
Alabama
$559K +$1.69K +12 +0.3%
FIA
1006
Foundations Investment Advisors
Arizona
$559K +$102K +720 +22%
EI
1007
Ethic Inc
New York
$558K +$177K +1,257 +47%
AO
1008
Advisor OS
Illinois
$558K +$8.19K +58 +1%
JGUA
1009
John G. Ullman & Associates
New York
$558K
DWM
1010
Drive Wealth Management
Utah
$557K +$93.4K +662 +20%
FSC
1011
Full Sail Capital
Oklahoma
$556K -$8.47K -60 -2%
FMB
1012
Field & Main Bank
Kentucky
$555K -$3.53K -25 -0.6%
RP
1013
Riverwater Partners
Wisconsin
$555K -$4.94K -35 -0.9%
RSWM
1014
Robertson Stephens Wealth Management
California
$555K -$988 -7 -0.2%
NMG
1015
New Millennium Group
Utah
$555K +$555K +3,929 New
CI
1016
Conning Inc
Connecticut
$554K -$565 -4 -0.1%
HTIM
1017
Harbour Trust & Investment Management
Indiana
$554K +$5.65K +40 +1%
SWM
1018
Spire Wealth Management
Virginia
$553K -$1.05M -7,472 -66%
SP
1019
Symmetry Partners
Connecticut
$550K -$51.8K -367 -9%
UH
1020
Unigestion Holding
Switzerland
$549K -$68.4K -514 -11%
LFG
1021
Larson Financial Group
Missouri
$546K +$367K +2,599 +205%
PGAM
1022
Princeton Global Asset Management
New Jersey
$546K -$24.3K -172 -4%
SPWG
1023
Syntegra Private Wealth Group
Missouri
$543K +$366K +2,593 +207%
MAM
1024
Montchanin Asset Management
Delaware
$541K
GWM
1025
Geneos Wealth Management
Colorado
$540K -$77.9K -552 -13%