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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 %
XSC
1326
X-Square Capital
Puerto Rico
$280K +$3.39K +24 +1%
VC
1327
Vestor Capital
Illinois
$280K +$10.6K +75 +4%
SPI
1328
Sutton Place Investors
New York
$279K -$607K -4,303 -69%
Fuller & Thaler Asset Management
1329
Fuller & Thaler Asset Management
California
$279K
LFGO
1330
Legacy Financial Group (Oklahoma)
Oklahoma
$278K -$706 -5 -0.3%
CCWM
1331
Cassaday & Co Wealth Management
Virginia
$276K
TWM
1332
Trueblood Wealth Management
Ohio
$276K +$706 +5 +0.3%
HWA
1333
HHM Wealth Advisors
Tennessee
$276K +$70.2K +497 +34%
BST
1334
Bath Savings Trust
Maine
$275K -$2.26K -16 -0.8%
PCA
1335
Pallas Capital Advisors
Massachusetts
$275K -$9.36K -68 -3%
ITIM
1336
Indiana Trust & Investment Management
Indiana
$275K +$212K +1,500 +337%
CA
1337
Claro Advisors
Massachusetts
$273K +$27.3K +193 +11%
TAM
1338
Trillium Asset Management
Massachusetts
$272K
PMSA
1339
Patrick M. Sweeney & Associates
Illinois
$271K +$141 +1 +0.1%
BWP
1340
Baldwin Wealth Partners
Massachusetts
$271K
MNBTD
1341
Moody National Bank Trust Division
Texas
$270K -$1.69K -12 -0.6%
CHA
1342
Carmichael Hill & Associates
Maryland
$270K +$1.27K +9 +0.5%
D
1343
Diversified
Delaware
$270K +$15.2K +108 +6%
CIM
1344
Contravisory Investment Management
Massachusetts
$269K +$34.2K +242 +15%
BDFN
1345
Bond & Devick Financial Network
Minnesota
$269K
PFGIA
1346
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$8.89K -63 -3%
LA
1347
LVW Advisors
New York
$268K -$1.27K -9 -0.5%
MGAM
1348
McGowan Group Asset Management
Texas
$267K -$18.1K -128 -6%
BONH
1349
Bank of New Hampshire
New Hampshire
$267K +$21.2K +150 +9%
TP
1350
Tranquility Partners
Tennessee
$267K