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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 %
WCM Investment Management
1226
WCM Investment Management
California
$336K +$155K +1,109 +85%
SW
1227
SkyOak Wealth
Michigan
$336K
DWM
1228
Denver Wealth Management
Colorado
$334K -$26.4K -187 -7%
JC
1229
Jacobs & Co
California
$334K
CFG
1230
Cooper Financial Group
California
$334K +$87.2K +618 +35%
MM
1231
MQS Management
New York
$334K +$334K +2,363 New
D.E. Shaw & Co
1232
D.E. Shaw & Co
New York
$333K -$3.59M -25,457 -92%
MIP
1233
Marietta Investment Partners
Wisconsin
$333K
MPCA
1234
Madison Park Capital Advisors
Washington
$333K +$1.98K +14 +0.6%
SFG
1235
Seamount Financial Group
Colorado
$332K +$49.7K +352 +18%
Lazard Asset Management
1236
Lazard Asset Management
New York
$332K -$230K -1,636 -41%
TWM
1237
Tradition Wealth Management
Minnesota
$332K +$108K +766 +48%
HWMG
1238
Hurlow Wealth Management Group
Indiana
$330K -$282 -2 -0.1%
ANB
1239
Amarillo National Bank
Texas
$329K
FNFDCM
1240
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$328K
AIM
1241
Anchor Investment Management
South Carolina
$327K +$8.47K +60 +3%
HAS
1242
Horizon Advisory Services
New York
$326K +$706 +5 +0.2%
AA
1243
ALPS Advisors
Colorado
$326K -$1.84K -13 -0.6%
AWP
1244
Abacus Wealth Partners
California
$326K +$3.95K +28 +1%
PSP
1245
Principal Street Partners
Tennessee
$325K -$53.1K -376 -14%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$324K +$2.12K +15 +0.7%
LIM
1247
Longfellow Investment Management
Massachusetts
$324K +$2.12K +15 +0.7%
CFGS
1248
Concourse Financial Group Securities
Alabama
$324K -$114K -804 -26%
FFBTD
1249
First Financial Bank - Trust Division
Ohio
$323K -$9.74K -69 -3%
HC
1250
Hamilton Capital
Ohio
$322K -$54.6K -387 -14%