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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 %
CAL
1126
Capital Analysts LLC
Pennsylvania
$432K +$3.67K +26 +0.9%
LCWP
1127
Legacy Capital Wealth Partners
Arkansas
$432K +$432K +3,057 New
TAM
1128
Townsend Asset Management
North Carolina
$431K +$1.27K +9 +0.3%
DTC
1129
Davidson Trust Company
Washington
$429K -$40.9K -290 -9%
PCM
1130
Poehling Capital Management
Wisconsin
$429K
MFG
1131
Magnus Financial Group
New York
$428K +$282 +2 +0.1%
BA
1132
Bridgewater Associates
Connecticut
$427K +$427K +3,028 New
SWM
1133
Stockman Wealth Management
Montana
$427K +$7.06K +50 +2%
FCBT
1134
First Citizens Bank & Trust
North Carolina
$426K +$56.5K +400 +15%
CCG
1135
Ceeto Capital Group
Florida
$424K
AWA
1136
Aaron Wealth Advisors
Illinois
$423K +$53.4K +378 +14%
KCM
1137
Kanawha Capital Management
Virginia
$421K +$29.1K +206 +7%
GA
1138
Geller Advisors
New York
$418K -$2.82K -20 -0.7%
MFFIA
1139
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$418K
BBHC
1140
Brown Brothers Harriman & Co
New York
$411K -$14.5K -103 -3%
GF
1141
Goodman Financial
Texas
$411K -$51.5K -365 -11%
VIP
1142
Vista Investment Partners
Oklahoma
$411K -$763K -5,407 -65%
OWP
1143
Obermeyer Wealth Partners
Colorado
$411K
CPC
1144
Consolidated Planning Corp
Georgia
$410K -$126K -893 -24%
APW
1145
Austin Private Wealth
Texas
$408K -$141 -1 -0%
PCMC
1146
Paragon Capital Management (Colorado)
Colorado
$407K +$4.38K +31 +1%
FMLI
1147
Fukoku Mutual Life Insurance
Japan
$407K
IAS
1148
Insigneo Advisory Services
Florida
$407K +$47.8K +363 +13%
FSA
1149
Fort Sheridan Advisors
Illinois
$405K +$174K +1,230 +75%
DAC
1150
Dividend Assets Capital
South Carolina
$405K