PSX icon

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 %
NB
1376
Nicolet Bankshares
Wisconsin
$250K
ANBT
1377
American National Bank & Trust
Texas
$250K +$8.61K +61 +4%
HC
1378
Hourglass Capital
Texas
$250K
AP
1379
Adero Partners
California
$250K +$21.6K +153 +9%
ZIG
1380
Zullo Investment Group
Pennsylvania
$250K -$5.79K -41 -2%
SEIA
1381
Signature Estate & Investment Advisors
California
$249K +$249K +1,766 New
SWMP
1382
Signature Wealth Management Partners
New Jersey
$249K
DnB Asset Management
1383
DnB Asset Management
Norway
$249K +$249K +1,764 New
KLWA
1384
Kelly Lawrence W & Associates
California
$248K +$142K +1,005 +133%
PIA
1385
Perennial Investment Advisors
California
$248K -$63.1K -447 -20%
LWL
1386
Leo Wealth LLC
Texas
$247K +$17.3K +123 +8%
TTWM
1387
TCV Trust & Wealth Management
Virginia
$246K
BIG
1388
Brooklyn Investment Group
New York
$246K
ACI
1389
Alpha Cubed Investments
California
$246K +$282 +2 +0.1%
MFG
1390
MidWestOne Financial Group
Iowa
$245K +$1.55K +11 +0.6%
HCP
1391
Hexagon Capital Partners
Arkansas
$245K -$18.2K -129 -7%
PAMG
1392
Patton Albertson Miller Group
Tennessee
$245K +$10.7K +76 +5%
AIM
1393
AMI Investment Management
Indiana
$244K -$10.2K -72 -4%
NC
1394
NovaPoint Capital
Georgia
$244K -$706 -5 -0.3%
CF
1395
Clarity Financial
Texas
$243K +$3.25K +23 +1%
BCG
1396
Breakwater Capital Group
New Jersey
$242K +$12.8K +91 +6%
SRA
1397
Secured Retirement Advisors
Minnesota
$242K +$9.46K +67 +4%
BWCS
1398
Beirne Wealth Consulting Services
Connecticut
$240K
CPW
1399
Crestmont Private Wealth
Texas
$240K -$6.92K -49 -3%
PSCM
1400
Per Stirling Capital Management
Texas
$240K -$21K -149 -8%