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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 %
FFA
1301
Fortune Financial Advisors
Kansas
$271K
TWM
1302
Tradition Wealth Management
Minnesota
$269K -$39.6K -301 -13%
SIM
1303
Sentry Investment Management
Wisconsin
$269K -$9.99K -76 -4%
TWA
1304
TCI Wealth Advisors
Arizona
$269K +$6.7K +51 +3%
VCM
1305
Versant Capital Management
Arizona
$269K +$175K +1,328 +185%
SL
1306
Sentry LLC
Tennessee
$268K
CWM
1307
Cabot Wealth Management
Massachusetts
$268K
ADL
1308
Asset Dedication LLC
California
$267K +$1.31K +10 +0.5%
CCAL
1309
City Center Advisors LLC
Michigan
$267K -$201K -1,532 -43%
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$266K -$7.49K -57 -3%
NRG
1311
Nemes Rush Group
Michigan
$265K +$3.59K +22 +1%
BFAG
1312
Blackston Financial Advisory Group
Florida
$264K -$56.8K -432 -18%
NSAM
1313
North Star Asset Management
Wisconsin
$264K -$2.63K -20 -1%
HWA
1314
HHM Wealth Advisors
Tennessee
$264K +$6.57K +50 +3%
LA
1315
LM Advisors
California
$263K
TCM
1316
TD Capital Management
Tennessee
$263K
PWP
1317
Private Wealth Partners
California
$263K
FA
1318
Fiducient Advisors
Illinois
$263K +$263K +2,000 New
CI Investments Inc
1319
CI Investments Inc
Ontario, Canada
$262K -$113K -858 -30%
ST
1320
Sentinel Trust
Texas
$262K
SPI
1321
Sutton Place Investors
New York
$262K +$1.97K +15 +0.8%
TFO
1322
Tarbox Family Office
California
$262K
BCB
1323
Brian C. Broderick
$262K
TPI
1324
Trust Point Inc
Wisconsin
$260K +$20K +152 +8%
Fuller & Thaler Asset Management
1325
Fuller & Thaler Asset Management
California
$260K