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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 %
ST
1451
Smithfield Trust
Pennsylvania
$218K
FPGT
1452
Financial Partners Group (Tennessee)
Tennessee
$218K -$988 -7 -0.5%
JWM
1453
Janiczek Wealth Management
Colorado
$216K -$3.81K -27 -2%
1WA
1454
180 Wealth Advisors
Washington
$216K -$55.6K -406 -20%
LIM
1455
Loudon Investment Management
New Hampshire
$216K
PFA
1456
Pure Financial Advisors
California
$215K -$7.91K -56 -4%
LWM
1457
Liberty Wealth Management
California
$214K -$52.7K -373 -20%
WFI
1458
West Family Investments
California
$214K
CFP
1459
Catalyst Financial Partners
Massachusetts
$214K +$10.4K +74 +5%
LWP
1460
LMG Wealth Partners
Louisiana
$213K
WP
1461
WealthShield Partners
North Carolina
$213K +$213K +1,508 New
SAM
1462
Smartleaf Asset Management
Massachusetts
$213K +$56.1K +402 +36%
AW
1463
Apricus Wealth
South Carolina
$212K -$77.6K -550 -27%
SCA
1464
STALEY CAPITAL ADVISERS
Pennsylvania
$212K
SC
1465
Saturna Capital
Washington
$212K
EWM
1466
Edge Wealth Management
New York
$212K
TCOO
1467
Trust Company of Oklahoma
Oklahoma
$211K
ML
1468
McAdam LLC
Pennsylvania
$211K +$2.82K +20 +1%
DCM
1469
Donaldson Capital Management
Indiana
$211K -$42.9K -304 -17%
SAIG
1470
Semper Augustus Investments Group
Colorado
$208K
WIM
1471
Westside Investment Management
California
$208K
TW
1472
Traveka Wealth
California
$207K -$141 -1 -0.1%
FSA
1473
Financial Security Advisor
Virginia
$207K -$7.2K -51 -3%
DZ Bank
1474
DZ Bank
Germany
$206K
CGH
1475
CMG Global Holdings
Texas
$206K