PSX icon

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 %
CC
1051
Courier Capital
New York
$498K
HAI
1052
Hennessy Advisors Inc
California
$494K
TC
1053
TradeLink Capital
Illinois
$494K +$494K +3,500 New
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$493K -$5.65K -40 -1%
WPP
1055
Whalerock Point Partners
Rhode Island
$493K
PA
1056
PFG Advisors
Arizona
$491K -$41.9K -297 -8%
NG
1057
Norden Group
Utah
$491K -$37.3K -264 -7%
WIC
1058
Woodmont Investment Counsel
Tennessee
$489K
FIB
1059
First Interstate Bank
Montana
$489K +$119K +840 +32%
Walleye Trading
1060
Walleye Trading
New York
$489K -$587K -4,160 -55%
CFGA
1061
Cambridge Financial Group (Arizona)
Arizona
$488K
WA
1062
Wealth Alliance
New York
$487K -$293K -2,076 -38%
CI
1063
CX Institutional
Indiana
$487K -$4.24K -30 -0.9%
EFMC
1064
Empire Financial Management Company
New York
$487K
EM
1065
Excalibur Management
Massachusetts
$486K +$16.7K +118 +4%
CIM
1066
Corbyn Investment Management
Maryland
$486K
RC
1067
Roundview Capital
New Jersey
$484K -$69.3K -491 -13%
CM
1068
Castleark Management
Illinois
$483K -$401K -2,840 -45%
FA
1069
Faithward Advisors
Pennsylvania
$483K -$8.89K -63 -2%
VCG
1070
Vantage Consulting Group
Virginia
$480K +$30.9K +219 +7%
APG
1071
Abacus Planning Group
South Carolina
$480K +$4.24K +30 +0.9%
MFA
1072
Mayflower Financial Advisors
Massachusetts
$480K +$3.67K +26 +0.8%
GIA
1073
GHP Investment Advisors
Colorado
$480K -$80K -567 -14%
WI
1074
Wedgewood Investors
Pennsylvania
$480K +$480K +3,400 New
BWM
1075
Biltmore Wealth Management
Arizona
$479K +$479K +3,396 New