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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 %
IRAG
1576
Investment Research & Advisory Group
Georgia
$65.7K
DF
1577
DecisionPoint Financial
Arizona
$65.7K
KFI
1578
Key Financial Inc
Pennsylvania
$65.1K
POIA
1579
Pin Oak Investment Advisors
Texas
$63K
SIS
1580
Sound Income Strategies
Florida
$60.5K +$8.28K +63 +16%
FFWM
1581
Future Financial Wealth Management
Ohio
$59.2K +$59.2K +450 New
LFA
1582
Livelsberger Financial Advisory
Ohio
$57.3K +$57.3K +436 New
HWA
1583
Heritage Wealth Advisors
Virginia
$55.7K +$53.6K +408 +2,550%
HC
1584
Hoese & Co
Minnesota
$52.8K +$13.1K +100 +33%
FGC
1585
Financial Gravity Companies
Texas
$52.2K +$52.2K +397 New
TC
1586
Tacita Capital
Ontario, Canada
$51.4K
LJHT
1587
Laurie J. Hall Trustee
$51K +$51K +389 New
PP
1588
PrairieView Partners
Minnesota
$50K
EA
1589
Evolution Advisers
Virginia
$50K
AT
1590
Arlington Trust
Alabama
$48.4K +$2.63K +20 +6%
CCA
1591
Catalyst Capital Advisors
New York
$48.1K -$3M -22,804 -98%
PWMG
1592
Private Wealth Management Group
New Jersey
$47.5K
TFIPS
1593
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K
EFP
1594
EnRich Financial Partners
Wisconsin
$47.3K
BGA
1595
Battery Global Advisors
Massachusetts
$47.1K +$47.1K +358 New
MCM
1596
Manchester Capital Management
Vermont
$46.6K +$6.7K +51 +17%
CA
1597
Claris Advisors
Missouri
$46.3K +$46.3K +352 New
LFA
1598
Legend Financial Advisors
Pennsylvania
$46K -$6.44K -49 -12%
RL
1599
Rogco LP
Oklahoma
$46K
DWS
1600
Dynamic Wealth Strategies
California
$45K -$16.1K -122 -26%