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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 %
PT
1201
Plimoth Trust
Massachusetts
$332K
ACM
1202
Aljian Capital Management
Nevada
$331K +$331K +2,518 New
GCM
1203
Gables Capital Management
Florida
$329K
FI
1204
Fractal Investments
Connecticut
$329K
OCG
1205
Opus Capital Group
Ohio
$328K -$1.58K -12 -0.5%
QP
1206
Quilter Plc
United Kingdom
$328K -$48.6K -370 -13%
WT
1207
Washington Trust
Rhode Island
$327K
CG
1208
CFO4Life Group
Texas
$327K +$5K +38 +2%
EFG
1209
Ethos Financial Group
Pennsylvania
$327K +$5.91K +45 +2%
CFGS
1210
Concourse Financial Group Securities
Alabama
$326K +$24.6K +187 +8%
PSP
1211
Principal Street Partners
Tennessee
$325K
SSWM
1212
Strait & Sound Wealth Management
California
$324K -$282K -2,147 -47%
Empower Advisory Group
1213
Empower Advisory Group
Colorado
$324K +$26.8K +204 +9%
SI
1214
Saxon Interests
Texas
$323K +$4.08K +31 +1%
PB
1215
Pinnacle Bancorp
Nebraska
$321K
GSB
1216
Greenfield Savings Bank
Massachusetts
$320K
LIM
1217
Letson Investment Management
Georgia
$319K
TA
1218
TFG Advisers
Michigan
$318K -$3.55K -27 -1%
MA
1219
Montag & Associates
Georgia
$317K
MWP
1220
Moller Wealth Partners
$317K
WC
1221
Whitney & Co
New York
$316K
IIM
1222
Ipswich Investment Management
Massachusetts
$315K
FBT
1223
First Bankers Trust
Kentucky
$315K
FFG
1224
Fortem Financial Group
California
$315K -$1.42M -10,838 -82%
ZB
1225
Zions Bancorporation
Utah
$314K +$53.6K +408 +21%