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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 %
HFS
1526
Hantz Financial Services
Michigan
$166K +$21.5K +152 +15%
ME
1527
McIlrath & Eck
Washington
$164K +$9.46K +67 +6%
GBT
1528
Grove Bank & Trust
Florida
$164K -$2.12K -15 -1%
TFA
1529
Transamerica Financial Advisors
Florida
$163K
AF
1530
Advisornet Financial
Minnesota
$158K +$1.13K +8 +0.7%
RTC
1531
Riverview Trust Company
Washington
$158K
FMP
1532
Financial Management Professionals
Texas
$156K +$47K +332 +43%
VNA
1533
Valley National Advisers
Pennsylvania
$155K +$24.7K +176 +19%
PPWM
1534
PFG Private Wealth Management
Florida
$155K +$4.24K +30 +3%
RFA
1535
Register Financial Advisors
Georgia
$153K +$423 +3 +0.3%
IBOK
1536
Independence Bank of Kentucky
Kentucky
$151K +$38.1K +270 +34%
CA
1537
Continuum Advisory
Idaho
$151K -$282 -2 -0.2%
CSB
1538
City State Bank
Iowa
$145K +$7.06K +50 +5%
AIC
1539
Archer Investment Corporation
Indiana
$142K +$67.8K +480 +91%
MFC
1540
Mechanics Financial Corp
Ohio
$141K
ACA
1541
American Capital Advisory
Idaho
$140K -$1.86K -14 -1%
GTAM
1542
Global Trust Asset Management
Florida
$136K
MSFP
1543
Mark Sheptoff Financial Planning
Connecticut
$136K
CFO
1544
CVA Family Office
Colorado
$122K -$2.97K -21 -2%
GC
1545
Garde Capital
Washington
$121K +$141 +1 +0.1%
GI
1546
Gradient Investments
Minnesota
$121K +$1.13K +8 +0.9%
EWM
1547
Evermay Wealth Management
Virginia
$120K -$7.06K -50 -6%
WPWM
1548
Western Pacific Wealth Management
Illinois
$119K
MTIC
1549
Missouri Trust & Investment Company
Missouri
$119K
OIA
1550
Optimum Investment Advisors
Illinois
$118K