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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 %
SA
1626
SRH Advisors
Kansas
$42.2K -$5.51K -39 -12%
CJ
1627
Caitlin John
Michigan
$42.1K -$297K -2,107 -88%
CA
1628
Centerpoint Advisors
Massachusetts
$42K
FNWA
1629
Financial Network Wealth Advisors
Utah
$40K +$40K +283 New
SC
1630
Steph & Co
Wisconsin
$39K +$39K +276 New
BLC
1631
Brown, Lisle/Cummings
Rhode Island
$38.8K
WBC
1632
West Branch Capital
Massachusetts
$38.8K
OW
1633
Olistico Wealth
Oklahoma
$38.7K +$38.7K +274 New
KPP
1634
Kings Path Partners
Texas
$38.4K +$38.4K +272 New
TFGT
1635
TS Financial Group (TSFG)
Illinois
$38K +$6.33K +45 +20%
FFO
1636
Fortitude Family Office
Arizona
$37.4K +$12.8K +91 +52%
PP
1637
Pacifica Partners
Canada
$37.2K -$6.18K -44 -14%
CMP
1638
Coston McIsaac & Partners
Maine
$37K +$9.08K +65 +33%
CB
1639
CNB Bank
Pennsylvania
$36.3K
SIC
1640
SJS Investment Consulting
Ohio
$36.1K -$988 -7 -3%
CT
1641
Clearstead Trust
Maine
$35.3K
SRCM
1642
Signature Resources Capital Management
California
$35.3K
RA
1643
Rise Advisors
New York
$35.3K +$282 +2 +0.8%
OWA
1644
Opal Wealth Advisors
New York
$34.2K +$34.2K +242 New
CAC
1645
Core Alternative Capital
Georgia
$33.3K
CPG
1646
Cornerstone Planning Group
New Jersey
$32.9K -$2.62K -20 -7%
FPB
1647
First PREMIER Bank
South Dakota
$31K
BGAI
1648
Bruce G. Allen Investments
Colorado
$30.6K -$8.47K -60 -22%
BTC
1649
Bank & Trust Company
Illinois
$30.6K +$30.6K +217 New
FCMT
1650
Founders Capital Management (Texas)
Texas
$30.4K