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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 %
SAF
1476
Smith Anglin Financial
Texas
$206K
SMWM
1477
Silvia McColl Wealth Management
California
$206K
OWA
1478
One Wealth Advisors
California
$206K +$8.13K +60 +4%
TF
1479
Threadgill Financial
Texas
$205K -$7.06K -50 -3%
LIA
1480
LS Investment Advisors
Michigan
$204K
EFG
1481
Embree Financial Group
Illinois
$204K +$1.55K +11 +0.8%
FOA
1482
Five Oceans Advisors
California
$203K -$10.7K -76 -5%
GA
1483
Greytown Advisors
Florida
$203K -$75.9K -538 -27%
TW
1484
TritonPoint Wealth
Maryland
$203K -$45.7K -324 -18%
HB
1485
HTLF Bank
Colorado
$202K -$4.8K -34 -2%
LHC
1486
Little House Capital
Massachusetts
$202K -$34.7K -246 -15%
MAM
1487
MMA Asset Management
Pennsylvania
$202K -$6.49K -46 -3%
DMBA
1488
Deseret Mutual Benefit Administrators
Utah
$202K -$11K -78 -5%
William Blair Investment Management
1489
William Blair Investment Management
Illinois
$202K
CSC
1490
Caldwell Sutter Capital
California
$201K -$2.12K -15 -1%
NPFS
1491
Novak & Powell Financial Services
Florida
$201K
CRC
1492
Curi RMB Capital
Illinois
$201K -$339K -2,399 -63%
AF
1493
Aldebaran Financial
$200K
CLOS
1494
Compagnie Lombard Odier SCmA
Switzerland
$199K
PAI
1495
Pittenger & Anderson Inc
Nebraska
$198K
AA
1496
Alta Advisers
United Kingdom
$198K
CH
1497
Cromwell Holdings
Wyoming
$197K +$197K +1,396 New
OP
1498
ORG Partners
Indiana
$194K +$194K +1,378 New
TIA
1499
Tiemann Investment Advisors
California
$194K -$36K -255 -16%
AA
1500
Addison Advisors
Vermont
$193K