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Phillips 66

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.42%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
1576
Hoese & Co
Minnesota
$34.4K -$11.4K -100 -25%
FFWM
1577
Future Financial Wealth Management
Ohio
$34.2K -$17.1K -150 -33%
SA
1578
SRH Advisors
Kansas
$34.1K
CA
1579
Centerpoint Advisors
Massachusetts
$34K
BIA
1580
Bell Investment Advisors
California
$33.7K -$3.76K -33 -10%
LAMC
1581
Longview Asset Management (California)
California
$32.6K +$32.6K +286 New
CBT
1582
Crews Bank & Trust
Florida
$32.5K +$32.5K +285 New
SC
1583
Steph & Co
Wisconsin
$31.4K
TC
1584
Trust Company
Kansas
$31.4K
WBC
1585
West Branch Capital
Massachusetts
$31.3K
CFS
1586
Compass Financial Services
Iowa
$31.3K +$31.3K +275 New
OW
1587
Olistico Wealth
Oklahoma
$31.3K
YP
1588
YANKCOM Partnership
South Dakota
$31.2K +$31.2K +274 New
NFSG
1589
Newbridge Financial Services Group
Florida
$31.2K +$31.2K +274 New
TFGT
1590
TS Financial Group (TSFG)
Illinois
$31K
CMP
1591
Coston McIsaac & Partners
Maine
$31K
KPP
1592
Kings Path Partners
Texas
$31K
WB
1593
Webster Bank
Connecticut
$30.8K +$10K +88 +48%
PWA
1594
Physician Wealth Advisors
Utah
$30.6K +$30.6K +269 New
FFO
1595
Fortitude Family Office
Arizona
$30.3K +$4.33K +38 +17%
HI
1596
Human Investing
Oregon
$30.1K +$30.1K +264 New
CB
1597
CNB Bank
Pennsylvania
$29.3K
HWA
1598
Heritage Wealth Advisors
Virginia
$29.2K -$19.1K -168 -40%
WW
1599
Winnow Wealth
Texas
$29K +$29K +255 New
WTFG
1600
Wood Tarver Financial Group
Idaho
$29K +$29K +262 New