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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 %
MAG
1226
M3 Advisory Group
Massachusetts
$314K +$23.1K +176 +8%
SFO
1227
Stokes Family Office
Louisiana
$314K
LIA
1228
LBMC Investment Advisors
Tennessee
$313K +$131 +1 +0%
SW
1229
SkyOak Wealth
Michigan
$313K
BB
1230
Bell Bank
North Dakota
$312K -$46.4K -353 -13%
DWM
1231
Denver Wealth Management
Colorado
$311K
AFG
1232
Allegheny Financial Group
Pennsylvania
$311K -$53.2K -405 -15%
SIAP
1233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$311K +$22.5K +171 +8%
CSI
1234
Cross Staff Investments
New York
$311K +$20.2K +154 +7%
MIP
1235
Marietta Investment Partners
Wisconsin
$310K
PC
1236
Port Capital
Illinois
$310K -$5.39K -41 -2%
SFG
1237
Seamount Financial Group
Colorado
$309K
MWPCG
1238
Measured Wealth Private Client Group
New Hampshire
$309K -$9.99K -76 -3%
Lazard Asset Management
1239
Lazard Asset Management
New York
$309K
KFA
1240
Krane Funds Advisors
New York
$309K +$10.8K +82 +4%
JC
1241
Jacobs & Co
California
$308K -$2.63K -20 -0.8%
CCM
1242
Chiron Capital Management
Florida
$308K +$33.4K +254 +12%
FNFDCM
1243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$306K
IF
1244
Insight Folios
North Carolina
$306K +$8.54K +65 +3%
PIM
1245
Plato Investment Management
Australia
$306K -$374K -2,848 -55%
DWAM
1246
Duncan Williams Asset Management
Tennessee
$305K +$42.3K +322 +16%
DFCM
1247
Dark Forest Capital Management
Puerto Rico
$305K +$305K +2,322 New
GIM
1248
Goelzer Investment Management
Indiana
$305K -$24.3K -185 -7%
LIM
1249
Longfellow Investment Management
Massachusetts
$303K +$1.71K +13 +0.6%
CFGA
1250
Cambridge Financial Group (Arizona)
Arizona
$302K -$152K -1,154 -33%