PSX icon

Phillips 66

1,754 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, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FDP
1501
Financiere des Professionnels
Quebec, Canada
$158K +$158K +1,200 New
GGI
1502
Godsey & Gibb Inc
Virginia
$157K -$11.2K -85 -7%
CB
1503
Centennial Bank
Arkansas
$156K -$2.5K -19 -2%
PBK
1504
Peoples Bank (Kansas)
Kansas
$156K
ME
1505
McIlrath & Eck
Washington
$153K +$263 +2 +0.2%
HFS
1506
Hantz Financial Services
Michigan
$152K -$2.23K -17 -1%
PPWM
1507
PFG Private Wealth Management
Florida
$151K +$6.31K +48 +4%
RTC
1508
Riverview Trust Company
Washington
$148K +$920 +7 +0.6%
GFPC
1509
Global Financial Private Client
Florida
$144K -$433K -3,295 -75%
CA
1510
CoreCap Advisors
Michigan
$144K +$144K +1,093 New
CA
1511
Continuum Advisory
Idaho
$139K +$908 +7 +0.7%
ACA
1512
American Capital Advisory
Idaho
$138K
ATS
1513
Ashton Thomas Securities
New York
$138K +$138K +1,051 New
MFC
1514
Mechanics Financial Corp
Ohio
$131K
CSB
1515
City State Bank
Iowa
$130K -$5.26K -40 -4%
PS
1516
Planned Solutions
California
$129K +$129K +980 New
GBT
1517
Grove Bank & Trust
Florida
$127K -$25.8K -196 -17%
GTAM
1518
Global Trust Asset Management
Florida
$127K
ANBT
1519
American National Bank & Trust
Texas
$126K -$107K -812 -46%
MSFP
1520
Mark Sheptoff Financial Planning
Connecticut
$126K
WWP
1521
WR Wealth Planners
Missouri
$126K +$25.2K +192 +25%
TLA
1522
Tanglewood Legacy Advisors
Texas
$125K -$47.6K -362 -28%
SOW
1523
State of Wyoming
Wyoming
$118K +$118K +900 New
OP
1524
ORG Partners
Indiana
$117K -$64.4K -490 -36%
VNA
1525
Valley National Advisers
Pennsylvania
$114K -$30.1K -231 -21%