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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 %
Teacher Retirement System of Texas
1151
Teacher Retirement System of Texas
Texas
$373K -$720K -5,480 -66%
FHA
1152
First Horizon Advisors
Tennessee
$372K -$1.18K -9 -0.3%
I
1153
InceptionR
California
$371K +$371K +2,825 New
SGI
1154
Summit Global Investments
Utah
$371K +$371K +2,821 New
DAC
1155
Dividend Assets Capital
South Carolina
$369K -$8.41K -64 -2%
IAMOG
1156
Investors Asset Management of Georgia
Georgia
$368K
PA
1157
PFG Advisors
Arizona
$368K -$89.7K -682 -20%
SVWAG
1158
Sound View Wealth Advisors Group
Georgia
$368K +$75.1K +571 +26%
CCG
1159
Catalina Capital Group
California
$364K -$42.7K -325 -10%
CCIA
1160
Campbell & Co Investment Adviser
Maryland
$364K -$336K -2,555 -48%
KLWA
1161
Kelly Lawrence W & Associates
California
$363K +$132K +1,005 +57%
KCM
1162
Kanawha Capital Management
Virginia
$361K -$31.5K -240 -8%
CB
1163
Cadence Bank
Mississippi
$360K -$8.02K -61 -2%
OFS
1164
OneAscent Financial Services
Alabama
$359K +$359K +2,727 New
AWA
1165
Arete Wealth Advisors
Illinois
$359K +$359K +2,741 New
BP
1166
Ballentine Partners
Massachusetts
$359K +$1.97K +15 +0.6%
FFA
1167
First Foundation Advisors
California
$357K -$220K -1,675 -38%
KA
1168
Kovack Advisors
Florida
$357K -$226K -1,723 -39%
HVIA
1169
Hudson Valley Investment Advisors
New York
$356K -$420K -3,194 -54%
BBHC
1170
Brown Brothers Harriman & Co
New York
$355K -$27.9K -212 -7%
SP
1171
Successful Portfolios
Florida
$355K -$5.52K -42 -2%
HCM
1172
Howard Capital Management
Georgia
$355K +$355K +2,699 New
MPWS
1173
McCarter Private Wealth Services
Massachusetts
$354K +$354K +2,694 New
AssetMark Inc
1174
AssetMark Inc
California
$354K +$61.3K +466 +21%
NWM
1175
Northcape Wealth Management
New York
$353K +$19.7K +150 +6%