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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 %
RBFC
1176
Roman Butler Fullerton & Co
Missouri
$352K +$1.05K +8 +0.3%
RA
1177
Ruggaard & Associates
Ohio
$351K
KBFS
1178
Kohmann Bosshard Financial Services
Ohio
$350K +$5.26K +40 +2%
PK
1179
Pflug Koory
Nebraska
$350K +$350K +2,661 New
WIM
1180
Warwick Investment Management
Texas
$350K +$20K +152 +6%
SMA
1181
Sage Mountain Advisors
Georgia
$349K +$70.1K +533 +25%
GJWM
1182
Gilliland Jeter Wealth Management
Arkansas
$349K
EB
1183
Eastern Bank
Massachusetts
$348K +$348K +2,647 New
CCFCSB
1184
Cape Cod Five Cents Savings Bank
Massachusetts
$345K
FMTC
1185
Farmers & Merchants Trust Company
California
$345K +$26.6K +202 +8%
CCM
1186
Chilton Capital Management
Texas
$344K +$1.84K +14 +0.5%
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$344K -$14.6K -111 -4%
LCM
1188
Liberty Capital Management
Michigan
$344K
HBW
1189
Hazlett, Burt & Watson
West Virginia
$343K -$14.3K -109 -4%
CIC
1190
Crawford Investment Counsel
Georgia
$343K +$1.71K +13 +0.5%
HWA
1191
HCR Wealth Advisors
California
$342K -$3.55K -27 -1%
Dodge & Cox
1192
Dodge & Cox
California
$342K
NP
1193
Nilsine Partners
Colorado
$341K -$23.3K -177 -6%
MSAM
1194
Moloney Securities Asset Management
Missouri
$339K -$884K -6,729 -72%
CCM
1195
Canal Capital Management
Virginia
$338K +$2.76K +21 +0.8%
PTC
1196
Petrus Trust Company
Texas
$336K +$336K +2,554 New
WAM
1197
Walker Asset Management
Missouri
$334K +$20.5K +156 +7%
CMS
1198
Capital Market Strategies
Florida
$334K -$9.2K -70 -3%
GF
1199
Goodman Financial
Texas
$333K -$50K -380 -13%
BCA
1200
Bray Capital Advisors
Florida
$332K +$2.1K +16 +0.6%