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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 %
FIM
1626
FWL Investment Management
Texas
$22.8K
HI
1627
Hoey Investments
Pennsylvania
$22.8K
GA
1628
GoalVest Advisory
New York
$22.8K
FUBT
1629
First United Bank & Trust
Maryland
$22.8K
FDW
1630
Fourth Dimension Wealth
Ohio
$22.8K +$22.8K +200 New
FWA
1631
FSC Wealth Advisors
New York
$22.7K
NWM
1632
Navigoe Wealth Management
California
$22K +$22K +200 New
RWM
1633
Ruedi Wealth Management
Illinois
$21.6K
SL
1634
Salomon & Ludwin
Virginia
$21.5K
TCM
1635
TruNorth Capital Management
Michigan
$21.5K +$4.44K +39 +26%
SCM
1636
Silvant Capital Management
Georgia
$21.2K
FA
1637
Fedenia Advisers
Wisconsin
$21.2K +$21.2K +186 New
CAS
1638
Coppell Advisory Solutions
Texas
$21.1K -$51.4K -459 -71%
FPB
1639
First PREMIER Bank
South Dakota
$21K
LC
1640
Lavaca Capital
Texas
$20.9K +$20.9K +184 New
VWM
1641
Valley Wealth Managers
New Jersey
$19.9K
BAM
1642
Byrne Asset Management
New Jersey
$19.7K
PAM
1643
Parvin Asset Management
South Dakota
$19.7K +$19.7K +173 New
LIM
1644
Lagoda Investment Management
New York
$19.4K
MCM
1645
Mainstream Capital Management
California
$19.1K +$19.1K +168 New
SWA
1646
SOA Wealth Advisors
New York
$19K +$114 +1 +0.6%
NBT
1647
Northwest Bank & Trust
Iowa
$18.5K
LB
1648
Legacy Bridge
Iowa
$18.3K
AWM
1649
Atticus Wealth Management
Florida
$18.2K
PWM
1650
Parkworth Wealth Management
California
$17.9K +$17.9K +157 New