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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 %
FWM
1326
Forza Wealth Management
Florida
$258K +$258K +1,964 New
RDWM
1327
Red Door Wealth Management
Tennessee
$258K +$19.7K +150 +8%
CCWM
1328
Cassaday & Co Wealth Management
Virginia
$257K
FMN
1329
Financial Management Network
California
$257K -$50.7K -366 -16%
BST
1330
Bath Savings Trust
Maine
$256K
XSC
1331
X-Square Capital
Puerto Rico
$256K -$4.07K -31 -2%
ITIM
1332
Indiana Trust & Investment Management
Indiana
$256K
TAM
1333
Trillium Asset Management
Massachusetts
$254K
PFGIA
1334
Patriot Financial Group Insurance Agency
Massachusetts
$253K +$3.16K +24 +1%
CHA
1335
Carmichael Hill & Associates
Maryland
$253K +$1.05K +8 +0.4%
PMSA
1336
Patrick M. Sweeney & Associates
Illinois
$252K -$526 -4 -0.2%
AA
1337
Advisory Alpha
Michigan
$252K +$35.1K +267 +16%
D
1338
Diversified
Delaware
$251K
DE
1339
Diversified Enterprises
Delaware
$251K +$251K +1,912 New
CIM
1340
Contravisory Investment Management
Massachusetts
$251K
NCM
1341
Next Capital Management
New York
$250K -$405K -3,083 -62%
BDFN
1342
Bond & Devick Financial Network
Minnesota
$250K
RWM
1343
Ritholtz Wealth Management
New York
$249K -$33K -251 -12%
MGAM
1344
McGowan Group Asset Management
Texas
$249K
PCMC
1345
Private Capital Management (Colorado)
Colorado
$249K +$249K +1,893 New
SEIA
1346
Signature Estate & Investment Advisors
California
$249K +$16.6K +126 +7%
TP
1347
Tranquility Partners
Tennessee
$249K
VC
1348
Vestor Capital
Illinois
$248K -$13.3K -101 -5%
WPC
1349
Waters Parkerson & Co
Louisiana
$248K
AC
1350
Avestar Capital
New York
$248K +$12.1K +92 +5%