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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 %
AA
1276
Apriem Advisors
California
$305K -$42.9K -304 -12%
HAS
1277
HBW Advisory Services
California
$304K -$10.7K -76 -3%
PFBT
1278
Parkside Financial Bank & Trust
Missouri
$303K -$11.4K -81 -4%
Los Angeles Capital Management
1279
Los Angeles Capital Management
California
$303K -$5.16M -36,585 -94%
RWM
1280
Ritholtz Wealth Management
New York
$303K -$40.6K -288 -12%
WJA
1281
Willis Johnson & Associates
Texas
$302K +$47K +333 +18%
FRA
1282
Front Row Advisors
California
$301K -$282 -2 -0.1%
SIM
1283
Sentry Investment Management
Wisconsin
$300K -$61.5K -435 -17%
SMA
1284
Sage Mountain Advisors
Georgia
$299K +$49.7K +352 +20%
OCM
1285
Orleans Capital Management
Louisiana
$299K -$24K -170 -7%
LWA
1286
Lantern Wealth Advisors
New York
$297K -$3.11K -22 -1%
TNB
1287
Thomasville National Bank
Georgia
$297K -$4.66K -33 -2%
MFG
1288
Mosaic Financial Group
Illinois
$297K +$120K +847 +68%
ACM
1289
Aquatic Capital Management
Illinois
$296K -$325K -2,300 -52%
DLA
1290
Douglas Lane & Associates
New York
$295K +$18.3K +130 +7%
PWW
1291
Pettyjohn Wood & White
Virginia
$295K -$3.39K -24 -1%
CCM
1292
Chiron Capital Management
Florida
$295K -$14.1K -100 -5%
RCAG
1293
Rehmann Capital Advisory Group
Michigan
$294K +$84K +595 +40%
ABLA
1294
Alan B. Lancz & Associates
Ohio
$294K +$294K +2,082 New
AAIM
1295
Asset Advisors Investment Management
Georgia
$294K +$294K +2,082 New
DC
1296
Defender Capital
North Carolina
$293K
KA
1297
KLCM Advisors
Wisconsin
$293K
FFA
1298
Fortune Financial Advisors
Kansas
$291K
UCB
1299
United Community Bank
South Carolina
$291K -$27.1K -192 -9%
WCM
1300
WealthBridge Capital Management
Ohio
$290K +$9.18K +65 +3%