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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 %
HWMT
1426
Heritage Wealth Management (Texas)
Texas
$230K
HIP
1427
Harrell Investment Partners
Texas
$230K
IWN
1428
Independent Wealth Network
Iowa
$230K +$141 +1 +0.1%
MWM
1429
Modern Wealth Management
Kansas
$230K +$230K +1,626 New
MIS
1430
Morningstar Investment Services
Illinois
$228K +$557 +4 +0.2%
BIAS
1431
Beacon Investment Advisory Services
New Jersey
$227K -$38.1K -270 -14%
FC
1432
Forte Capital
New York
$227K +$282 +2 +0.1%
CFS
1433
CRA Financial Services
New Jersey
$227K
CFA
1434
Cahill Financial Advisors
Minnesota
$227K -$14.8K -105 -6%
EDRH
1435
Edmond de Rothschild Holding
Switzerland
$227K -$70.4K -499 -24%
SWA
1436
SFMG Wealth Advisors
Texas
$227K +$26K +184 +13%
NRG
1437
Nemes Rush Group
Michigan
$226K -$36K -255 -14%
AFG
1438
ABLE Financial Group
Arizona
$224K -$23.3K -165 -9%
CFA
1439
CWS Financial Advisors
Michigan
$223K +$223K +1,583 New
WIA
1440
Wetzel Investment Advisors
Indiana
$223K -$16K -98 -7%
ERIM
1441
Eagle Ridge Investment Management
Connecticut
$223K
SC
1442
Sapient Capital
Indiana
$222K -$282 -2 -0.1%
SW
1443
SlateStone Wealth
Florida
$222K
HCP
1444
Hardin Capital Partners
South Carolina
$222K +$222K +1,571 New
PWM
1445
Paulson Wealth Management
Illinois
$221K
WMA
1446
Wealth Management Associates
New Jersey
$220K
CWM
1447
Compass Wealth Management
Connecticut
$220K
CAAS
1448
Capital Asset Advisory Services
Michigan
$220K +$9.43K +71 +4%
CT
1449
Coastline Trust
Rhode Island
$220K
SQA
1450
Simon Quick Advisors
New Jersey
$219K -$2.26K -16 -1%