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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 %
FCA
1601
FinTrust Capital Advisors
South Carolina
$57.1K +$1.84K +13 +3%
LFA
1602
Legend Financial Advisors
Pennsylvania
$56.3K -$7.34K -52 -12%
SIS
1603
Sound Income Strategies
Florida
$56.1K -$15.3K -108 -21%
FGAM
1604
Financial Gravity Asset Management
Texas
$56K -$61.8K -438 -52%
TC
1605
Tacita Capital
Ontario, Canada
$55.2K +$55.2K +391 New
TIM
1606
Tortoise Investment Management
New York
$54.5K +$565 +4 +1%
PP
1607
PrairieView Partners
Minnesota
$54K
EA
1608
Evolution Advisers
Virginia
$54K
BFPW
1609
BOK Financial Private Wealth
Colorado
$53.5K +$26.3K +186 +96%
PWMG
1610
Private Wealth Management Group
New Jersey
$51K +$7.91K +56 +18%
TFIPS
1611
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.8K
EFP
1612
EnRich Financial Partners
Wisconsin
$50.8K
SIS
1613
Strategic Investment Solutions
Illinois
$50.7K +$50.7K +349 New
RL
1614
Rogco LP
Oklahoma
$49.4K
AT
1615
Arlington Trust
Alabama
$49.1K
NFSG
1616
Newbridge Financial Services Group
Florida
$48.8K -$16.9K -120 -26%
RA
1617
Rational Advisors
New York
$47.9K -$2.26K -16 -5%
BIA
1618
Bell Investment Advisors
California
$46.4K +$3.81K +27 +9%
CIAS
1619
CBIZ Investment Advisory Services
Ohio
$45.2K
WOSD
1620
WFA of San Diego
California
$45K +$45K +319 New
NECFA
1621
New England Capital Financial Advisors
Connecticut
$44.8K +$282 +2 +0.6%
PO
1622
Private Ocean
California
$44.5K
PPA
1623
Painted Porch Advisors
California
$43.9K +$43.9K +311 New
HC
1624
Hoese & Co
Minnesota
$42.9K
MCM
1625
Manchester Capital Management
Vermont
$42.9K +$987 +7 +2%