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 %
CAS
1551
Coppell Advisory Solutions
Texas
$84.8K +$57.1K +436 +207%
PMFA
1552
Plante Moran Financial Advisors
Michigan
$84.7K
KB
1553
Kimelman & Baird
New York
$82.2K
CSWM
1554
Cassady Schiller Wealth Management
Ohio
$81.6K
AAP
1555
Arax Advisory Partners
Colorado
$81.5K +$2.1K +16 +3%
MSG
1556
Main Street Group
Virginia
$80.9K -$1.05K -8 -1%
PP
1557
PFS Partners
New Jersey
$80.6K +$526 +4 +0.7%
BCM
1558
Basso Capital Management
Connecticut
$80.4K
SIS
1559
Strategic Investment Solutions
Illinois
$80.4K +$34.5K +263 +75%
ATC
1560
Advantage Trust Company
Kansas
$77.7K -$3.55K -27 -4%
KHC
1561
Koesten Hirschmann & Crabtree
Kansas
$75.5K
FCA
1562
FinTrust Capital Advisors
South Carolina
$75.4K +$22.3K +170 +42%
FDCP
1563
Foster Dykema Cabot & Partners
Massachusetts
$75.3K
Loomis, Sayles & Company
1564
Loomis, Sayles & Company
Massachusetts
$75K +$6.03K +46 +9%
OWP
1565
ORG Wealth Partners
Texas
$74.8K +$74.8K +569 New
PWMG
1566
Prestige Wealth Management Group
New Jersey
$73.4K -$394 -3 -0.5%
PWM
1567
Partnership Wealth Management
Maryland
$72.3K
JWA
1568
JFS Wealth Advisors
Pennsylvania
$71.9K -$18.8K -143 -21%
TIM
1569
Tortoise Investment Management
New York
$71.6K +$20.9K +159 +41%
TVWM
1570
Tower View Wealth Management
Wisconsin
$70.9K +$526 +4 +0.7%
CWP
1571
Concord Wealth Partners
Virginia
$70.5K -$1.58K -12 -2%
FRA
1572
Front Row Advisors
California
$70.3K -$210K -1,598 -75%
PAI
1573
Pittenger & Anderson Inc
Nebraska
$68.7K -$116K -880 -63%
C
1574
Covestor
United Kingdom
$68K +$13.8K +104 +25%
APW
1575
Acima Private Wealth
Virginia
$65.7K