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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 %
CAL
1501
Capital Advisors Ltd
Ohio
$193K +$14.2K +100 +8%
JEST
1502
JTC Employer Solutions Trustee
Jersey
$191K
MME
1503
Meag Munich Ergo
Germany
$188K -$4.31M -30,543 -96%
TCM
1504
Tradewinds Capital Management
Washington
$187K +$142K +1,003 +313%
TLA
1505
Tanglewood Legacy Advisors
Texas
$185K
CFD
1506
Creative Financial Designs
Indiana
$184K +$43.4K +307 +31%
GPI
1507
General Partner Inc
Pennsylvania
$184K +$282 +2 +0.2%
CWC
1508
Carolinas Wealth Consulting
North Carolina
$183K -$141 -1 -0.1%
WSCM
1509
Wellington Shields Capital Management
New York
$182K -$84.7K -600 -32%
GGI
1510
Godsey & Gibb Inc
Virginia
$181K +$82.3K +583 +83%
SNB
1511
Security National Bank
Nebraska
$180K
AFWM
1512
Abich Financial Wealth Management
Virginia
$179K +$175K +1,237 +4,266%
JPWM
1513
Jamison Private Wealth Management
Georgia
$178K +$141 +1 +0.1%
SN
1514
Sittner & Nelson
Oregon
$176K
TF
1515
Tompkins Financial
New York
$176K
TFF
1516
The Family Firm
Maryland
$176K +$141 +1 +0.1%
LI
1517
LRI Investments
Florida
$174K +$162K +1,145 +1,331%
OC
1518
Oakworth Capital
Alabama
$172K +$59.3K +420 +53%
TC
1519
Trust Company
Kansas
$171K -$339K -2,403 -67%
CB
1520
Centennial Bank
Arkansas
$170K +$1.69K +12 +1%
CFM
1521
Catalyst Funds Management
Australia
$169K -$4.43M -31,400 -96%
IGWM
1522
ICA Group Wealth Management
Colorado
$169K -$79.1K -560 -32%
PBK
1523
Peoples Bank (Kansas)
Kansas
$168K -$5.93K -42 -3%
GWP
1524
Gen-Wealth Partners
Michigan
$167K
AAG
1525
Armstrong Advisory Group
Massachusetts
$167K +$20.9K +148 +14%