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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 %
CBT
1376
Central Bank & Trust
Kentucky
$233K
NB
1377
Nicolet Bankshares
Wisconsin
$233K
HC
1378
Hourglass Capital
Texas
$233K
ZIG
1379
Zullo Investment Group
Pennsylvania
$233K +$131 +1 +0.1%
BAM
1380
Berkshire Asset Management
Pennsylvania
$232K
SWMP
1381
Signature Wealth Management Partners
New Jersey
$232K
DnB Asset Management
1382
DnB Asset Management
Norway
$232K
EGA
1383
Eagle Global Advisors
Texas
$231K -$37.7K -287 -14%
PPC
1384
Park Place Capital
Alabama
$230K -$54K -411 -19%
PCH
1385
PGIM Custom Harvest
New Jersey
$230K +$13.5K +103 +6%
SQA
1386
Simon Quick Advisors
New Jersey
$230K +$25.9K +197 +13%
AAIM
1387
Asset Advisors Investment Management
Georgia
$230K -$43.6K -332 -16%
NWWA
1388
New Wave Wealth Advisors
Arkansas
$230K -$36.5K -278 -14%
HOWA
1389
Heritage Oak Wealth Advisors
Florida
$230K +$230K +1,749 New
NI
1390
NDVR Inc
Massachusetts
$229K -$3.67K -28 -2%
MFG
1391
MidWestOne Financial Group
Iowa
$228K
CFA
1392
Cahill Financial Advisors
Minnesota
$228K +$16.6K +126 +8%
PWG
1393
Portside Wealth Group
Utah
$228K +$228K +1,733 New
AIM
1394
AMI Investment Management
Indiana
$227K
SC
1395
Saturna Capital
Washington
$227K +$30.1K +229 +15%
PAMG
1396
Patton Albertson Miller Group
Tennessee
$227K -$657 -5 -0.3%
PFA
1397
Pinnacle Family Advisors
Missouri
$227K -$9.73K -74 -4%
NC
1398
NovaPoint Capital
Georgia
$226K -$657 -5 -0.3%
PIA
1399
Perennial Investment Advisors
California
$226K -$4.6K -35 -2%
IWA
1400
IVC Wealth Advisors
Pennsylvania
$226K -$132K -1,004 -37%