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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 %
MFA
1551
McClarren Financial Advisors
Pennsylvania
$116K -$223K -543 -66%
Kayne Anderson Rudnick Investment Management
1552
Kayne Anderson Rudnick Investment Management
California
$111K +$1.41K +10 +1%
WWP
1553
WR Wealth Planners
Missouri
$108K +$7.2K +51 +7%
MCM
1554
MV Capital Management
Maryland
$108K -$10.6K -75 -9%
GEA
1555
Glen Eagle Advisors
New Jersey
$107K +$70.2K +497 +191%
GG
1556
Gleason Group
Kentucky
$105K +$847 +6 +0.8%
CCA
1557
Criterion Capital Advisors
Tennessee
$104K
M
1558
MOTCO
Texas
$102K
VCM
1559
Versant Capital Management
Arizona
$101K -$6.21K -44 -6%
SFC
1560
Strategic Financial Concepts
Texas
$100K +$100K +18,369 New
AW
1561
Avion Wealth
Texas
$99K -$12.2K -87 -11%
RFG
1562
RFP Financial Group
Georgia
$98.4K
EBA
1563
Eagle Bay Advisors
New York
$97.5K +$28.2K +200 +41%
JWA
1564
JFS Wealth Advisors
Pennsylvania
$97.4K -$11.7K -83 -11%
MWA
1565
Miller Wealth Advisors
Colorado
$96.5K +$565 +4 +0.6%
TFA
1566
Toth Financial Advisory
Virginia
$96.3K
PSB
1567
Piscataqua Savings Bank
New Hampshire
$96.1K
JFA
1568
JNBA Financial Advisors
Minnesota
$94.9K -$23.4K -166 -20%
KHC
1569
Koesten Hirschmann & Crabtree
Kansas
$93.8K
DSC
1570
Duncker Streett & Co
Missouri
$92.6K
PMFA
1571
Plante Moran Financial Advisors
Michigan
$90.9K -$1.84K -13 -2%
KFS
1572
Kelly Financial Services
Massachusetts
$90K +$16.2K +115 +22%
TSWM
1573
Tyler-Stone Wealth Management
Ohio
$89.3K
KB
1574
Kimelman & Baird
New York
$88.2K +$88.2K +625 New
MSG
1575
Main Street Group
Virginia
$87.9K +$141 +1 +0.2%