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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 %
VCP
1026
Verus Capital Partners
Arizona
$539K +$70.2K +497 +15%
ST
1027
Spinnaker Trust
Maine
$538K -$1.55K -11 -0.3%
JSL
1028
JT Stratford LLC
Georgia
$537K +$6.35K +45 +1%
XT
1029
XTX Topco
Cayman Islands
$534K +$534K +3,786 New
4WM
1030
49 Wealth Management
Texas
$534K -$7.19K -51 -1%
BA
1031
Ballew Advisors
Mississippi
$533K
BAWM
1032
Bennett Associates Wealth Management
Pennsylvania
$529K -$49.1K -348 -9%
TWM
1033
Thrive Wealth Management
Pennsylvania
$528K -$55.3K -392 -9%
BOPW
1034
Brandywine Oak Private Wealth
Pennsylvania
$527K -$988 -7 -0.2%
WA
1035
WESPAC Advisors
California
$526K -$551K -3,903 -51%
HDIM
1036
Hanson & Doremus Investment Management
Vermont
$524K -$6.49K -46 -1%
UCI
1037
Uncommon Cents Investing
Wisconsin
$522K
CFG
1038
Citizens Financial Group
Rhode Island
$521K +$211K +1,497 +68%
SSA
1039
Schonfeld Strategic Advisors
New York
$521K +$120K +847 +30%
CIA
1040
Capital Investment Advisors
Georgia
$520K +$115K +812 +28%
BIM
1041
Bridges Investment Management
Nebraska
$518K +$518K +3,668 New
FFS
1042
Founders Financial Securities
Maryland
$517K +$65.8K +466 +15%
BHWM
1043
Beaird Harris Wealth Management
Texas
$516K -$565 -4 -0.1%
LC
1044
Lindbrook Capital
California
$516K +$15.1K +107 +3%
VT
1045
Vise Technologies
New York
$515K +$92.6K +656 +22%
TPM
1046
Triasima Portfolio Management
Quebec, Canada
$508K
MIM
1047
MTM Investment Management
South Carolina
$501K
PSFG
1048
Prairie Sky Financial Group
Illinois
$500K +$141 +1 +0%
HA
1049
Harbor Advisors
Florida
$500K
VRM
1050
Vectors Research Management
New York
$499K +$282 +2 +0.1%