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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 %
GJWM
1176
Gilliland Jeter Wealth Management
Arkansas
$375K -$25K -177 -6%
SAM
1177
Strategy Asset Managers
California
$373K +$4.77K +50 +1%
FIM
1178
Freedom Investment Management
Connecticut
$372K -$56.3K -399 -13%
HWA
1179
HCR Wealth Advisors
California
$371K +$3.81K +27 +1%
CCFCSB
1180
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$17.6K -125 -5%
KBFS
1181
Kohmann Bosshard Financial Services
Ohio
$370K
TA
1182
TrueWealth Advisors
Alabama
$370K +$150K +1,064 +68%
LCM
1183
Liberty Capital Management
Michigan
$370K +$44.6K +316 +14%
CMS
1184
Capital Market Strategies
Florida
$368K +$70.6K +500 +24%
CCM
1185
Chilton Capital Management
Texas
$368K
Dodge & Cox
1186
Dodge & Cox
California
$367K
CIC
1187
Crawford Investment Counsel
Georgia
$366K +$28K +198 +8%
CW
1188
CreativeOne Wealth
Kansas
$363K -$90.4K -640 -20%
DWT
1189
Dorsey & Whitney Trust
South Dakota
$362K +$9.46K +67 +3%
SLWA
1190
San Luis Wealth Advisors
California
$362K +$362K +2,563 New
CCM
1191
Canal Capital Management
Virginia
$360K +$18.2K +129 +5%
NWM
1192
Northcape Wealth Management
New York
$358K +$60.3K +427 +20%
RBFC
1193
Roman Butler Fullerton & Co
Missouri
$358K -$10K -75 -3%
GM
1194
GeoWealth Management
Illinois
$357K -$1.41M -10,009 -80%
PT
1195
Plimoth Trust
Massachusetts
$357K
BCA
1196
Bray Capital Advisors
Florida
$354K +$2.12K +15 +0.6%
WIM
1197
Warwick Investment Management
Texas
$354K +$354K +2,509 New
OCG
1198
Opus Capital Group
Ohio
$354K -$10.9K -77 -3%
GIM
1199
Goelzer Investment Management
Indiana
$354K
GCM
1200
Gables Capital Management
Florida
$353K