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Phillips 66

1,755 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1126
Aries Wealth Management
Maine
$391K -$14.5K -110 -4%
MFFIA
1127
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$389K
TWM
1128
Thrive Wealth Management
Pennsylvania
$388K -$103K -783 -21%
CI
1129
CX Institutional
Indiana
$386K -$66.6K -507 -15%
CAM
1130
Close Asset Management
United Kingdom
$386K +$90.2K +686 +31%
CIA
1131
Capital Investment Advisors
Georgia
$386K -$98.3K -748 -20%
MFG
1132
Magnus Financial Group
New York
$386K -$13.1K -100 -3%
GWA
1133
Gratus Wealth Advisors
Virginia
$383K +$76.2K +550 +25%
VIP
1134
Vista Investment Partners
Oklahoma
$383K
CA
1135
Callahan Advisors
Texas
$381K -$28.9K -220 -7%
PCMC
1136
Paragon Capital Management (Colorado)
Colorado
$381K +$2.1K +16 +0.6%
VAM
1137
Verity Asset Management
North Carolina
$381K -$180K -1,371 -32%
WCM
1138
WealthBridge Capital Management
Ohio
$381K +$110K +838 +41%
APW
1139
Austin Private Wealth
Texas
$380K +$263 +2 +0.1%
ADIM
1140
Alpha DNA Investment Management
Maryland
$380K +$30.6K +233 +9%
SAM
1141
Smartleaf Asset Management
Massachusetts
$379K +$179K +1,362 +89%
DAS
1142
Diversify Advisory Services
Utah
$378K +$98.6K +750 +35%
FSA
1143
Fort Sheridan Advisors
Illinois
$378K +$526 +4 +0.1%
CAL
1144
Capital Analysts LLC
Pennsylvania
$377K -$25.8K -196 -6%
PL
1145
Plancorp LLC
Missouri
$376K +$3.02K +23 +0.8%
CCA
1146
Cadent Capital Advisors
Oklahoma
$376K +$54.6K +415 +17%
AG
1147
AlTi Global
New York
$375K +$394 +3 +0.1%
OWP
1148
Obermeyer Wealth Partners
Colorado
$375K -$7.76K -59 -2%
FCP
1149
Fidelis Capital Partners
Florida
$374K -$46.9K -363 -11%
SFS
1150
Stiles Financial Services
Minnesota
$373K +$1.45K +11 +0.4%