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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 %
CFO
1526
CVA Family Office
Colorado
$114K -$263 -2 -0.2%
GC
1527
Garde Capital
Washington
$113K
EWM
1528
Evermay Wealth Management
Virginia
$112K
WPWM
1529
Western Pacific Wealth Management
Illinois
$111K
MTIC
1530
Missouri Trust & Investment Company
Missouri
$111K
OIA
1531
Optimum Investment Advisors
Illinois
$110K
FCAS
1532
First Command Advisory Services
Texas
$108K +$27.6K +210 +34%
AW
1533
Avion Wealth
Texas
$106K +$13.7K +105 +15%
AFWM
1534
Abich Financial Wealth Management
Virginia
$104K -$62.6K -476 -38%
CCA
1535
Criterion Capital Advisors
Tennessee
$104K
HGERS
1536
Householder Group Estate & Retirement Specialist
Arizona
$103K +$40.2K +307 +64%
Kayne Anderson Rudnick Investment Management
1537
Kayne Anderson Rudnick Investment Management
California
$103K
MCM
1538
MV Capital Management
Maryland
$102K +$1.71K +13 +2%
GEA
1539
Glen Eagle Advisors
New Jersey
$99.5K
GG
1540
Gleason Group
Kentucky
$98.1K +$789 +6 +0.8%
BHWM
1541
Beaird Harris Wealth Management
Texas
$96.5K -$384K -2,924 -80%
BCMLT
1542
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.1K +$32.3K +246 +51%
M
1543
MOTCO
Texas
$95.4K
OC
1544
Oarsman Capital
Wisconsin
$94.2K +$94.2K +717 New
EBA
1545
Eagle Bay Advisors
New York
$93.8K +$3.02K +23 +3%
MWA
1546
Miller Wealth Advisors
Colorado
$91.7K +$533 +4 +0.6%
TFA
1547
Toth Financial Advisory
Virginia
$89.7K
PSB
1548
Piscataqua Savings Bank
New Hampshire
$89.5K
DSC
1549
Duncker Streett & Co
Missouri
$86.2K
JFA
1550
JNBA Financial Advisors
Minnesota
$86K -$2.36K -18 -3%