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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 %
CFA
1451
CWS Financial Advisors
Michigan
$208K
HCP
1452
Hardin Capital Partners
South Carolina
$208K
ANB
1453
Amarillo National Bank
Texas
$208K -$98.9K -752 -32%
SC
1454
Sapient Capital
Indiana
$207K
AIC
1455
Archer Investment Corporation
Indiana
$207K +$74.5K +567 +56%
NMG
1456
New Millennium Group
Utah
$206K -$310K -2,358 -60%
SW
1457
SlateStone Wealth
Florida
$206K
SA
1458
Scarborough Advisors
Maryland
$206K +$206K +1,567 New
IBOK
1459
Independence Bank of Kentucky
Kentucky
$206K +$65.1K +495 +46%
PWM
1460
Paulson Wealth Management
Illinois
$206K
CWM
1461
Compass Wealth Management
Connecticut
$205K
CT
1462
Coastline Trust
Rhode Island
$205K
NPFS
1463
Novak & Powell Financial Services
Florida
$205K +$18.9K +145 +10%
FPGT
1464
Financial Partners Group (Tennessee)
Tennessee
$204K +$1.58K +12 +0.8%
BW
1465
BIP Wealth
Georgia
$204K +$204K +1,549 New
MWM
1466
Meridian Wealth Management
Kentucky
$203K +$203K +1,542 New
SPA
1467
Sherbrooke Park Advisers
New York
$202K +$202K +1,537 New
SWA
1468
SFMG Wealth Advisors
Texas
$202K -$9.34K -71 -4%
SRA
1469
Secured Retirement Advisors
Minnesota
$202K -$23.8K -181 -11%
CCA
1470
Childress Capital Advisors
Texas
$201K -$521K -3,967 -72%
CG
1471
Cynosure Group
Utah
$201K +$201K +1,529 New
ONST
1472
Old North State Trust
North Carolina
$201K +$201K +1,531 New
LIM
1473
Loudon Investment Management
New Hampshire
$201K
MWM
1474
Modern Wealth Management
Kansas
$200K -$13.3K -101 -6%
BIG
1475
Brooklyn Investment Group
New York
$200K +$2.5K +19 +1%