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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 %
QP
1151
Quilter Plc
United Kingdom
$404K
SS
1152
Sunbelt Securities
Texas
$403K -$17.9K -127 -4%
AG
1153
AlTi Global
New York
$403K +$9.32K +66 +2%
CI Investments Inc
1154
CI Investments Inc
Ontario, Canada
$402K -$129K -913 -24%
PL
1155
Plancorp LLC
Missouri
$401K +$706 +5 +0.2%
FHA
1156
First Horizon Advisors
Tennessee
$400K +$279K +1,976 +230%
SFS
1157
Stiles Financial Services
Minnesota
$399K -$6.07K -43 -1%
IAMOG
1158
Investors Asset Management of Georgia
Georgia
$396K
CB
1159
Cadence Bank
Mississippi
$395K -$24.6K -174 -6%
AFG
1160
Allegheny Financial Group
Pennsylvania
$391K +$80.6K +571 +26%
NP
1161
Nilsine Partners
Colorado
$391K -$11K -78 -3%
EAM
1162
Empirical Asset Management
Massachusetts
$391K +$328K +19,340 +522%
IA
1163
IFG Advisory
Georgia
$389K +$389K +2,756 New
TCM
1164
Tributary Capital Management
Nebraska
$388K -$14.1K -100 -4%
SP
1165
Successful Portfolios
Florida
$387K -$17.1K -121 -4%
LWANC
1166
Laurel Wealth Advisors (North Carolina)
North Carolina
$385K
BB
1167
Bell Bank
North Dakota
$385K -$9.32M -66,008 -96%
IWA
1168
IVC Wealth Advisors
Pennsylvania
$385K -$1.55K -11 -0.4%
SG
1169
StoneX Group
New York
$384K +$49.4K +350 +15%
HBW
1170
Hazlett, Burt & Watson
West Virginia
$384K +$73.3K +519 +24%
BP
1171
Ballentine Partners
Massachusetts
$383K -$28.2K -200 -7%
TSW
1172
Thompson Siegel & Walmsley
Virginia
$381K
Connor, Clark & Lunn Investment Management (CC&L)
1173
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$377K -$121K -854 -24%
RA
1174
Ruggaard & Associates
Ohio
$377K -$7.06K -50 -2%
ADIM
1175
Alpha DNA Investment Management
Maryland
$375K -$265K -1,877 -41%