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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 %
SCA
1351
Sandy Cove Advisors
Massachusetts
$248K +$1.45K +11 +0.6%
BONH
1352
Bank of New Hampshire
New Hampshire
$247K -$1.32K -10 -0.5%
CAM
1353
Columbia Asset Management
Michigan
$247K
SAM
1354
Summit Asset Management
Tennessee
$246K +$131 +1 +0.1%
WRPWM
1355
Werba Rubin Papier Wealth Management
California
$246K -$23.9K -182 -9%
KIC
1356
Keating Investment Counselors
Florida
$246K
MPCA
1357
Madison Park Capital Advisors
Washington
$245K -$64.8K -493 -21%
UCB
1358
United Community Bank
South Carolina
$244K -$26.3K -200 -10%
CAMG
1359
CWA Asset Management Group
Florida
$244K +$244K +1,853 New
SFG
1360
Sovereign Financial Group
Connecticut
$243K -$657 -5 -0.3%
SPWM
1361
Schrum Private Wealth Management
Florida
$243K +$27.1K +206 +13%
WSC
1362
Wellington Shields & Co
New York
$241K
AP
1363
Adero Partners
California
$241K +$8.28K +63 +4%
MLL
1364
Moody Lynn & Lieberson
Massachusetts
$240K
WFM
1365
Wolff Financial Management
Michigan
$239K +$239K +1,815 New
IAS
1366
Insigneo Advisory Services
Florida
$238K -$168K -1,276 -41%
NQWM
1367
Northwest Quadrant Wealth Management
Oregon
$238K +$1.45K +11 +0.6%
TWM
1368
Trueblood Wealth Management
Ohio
$238K -$19.3K -147 -8%
WJA
1369
Willis Johnson & Associates
Texas
$238K -$43.8K -333 -16%
PFA
1370
Pure Financial Advisors
California
$237K +$36.7K +279 +18%
V
1371
VeraBank
Texas
$237K
TW
1372
TritonPoint Wealth
Maryland
$236K +$47.6K +363 +25%
V
1373
ViaWealth
Kansas
$235K
MWA
1374
Meridian Wealth Advisors
Texas
$235K +$235K +1,789 New
LFGO
1375
Legacy Financial Group (Oklahoma)
Oklahoma
$234K -$5.97K -49 -2%