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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 %
TFM
1651
TFC Financial Management
Massachusetts
$30.3K -$2.4K -17 -7%
GJIA
1652
Glass Jacobson Investment Advisors
Maryland
$29.9K +$141 +1 +0.5%
CAS
1653
Coppell Advisory Solutions
Texas
$29.8K +$29.8K +211 New
WB
1654
Webster Bank
Connecticut
$29.5K -$2.26K -16 -7%
MBFW
1655
Morton Brown Family Wealth
Pennsylvania
$28.8K -$964 -7 -3%
FUBT
1656
First United Bank & Trust
Maryland
$28.2K -$4.94K -35 -15%
GA
1657
GoalVest Advisory
New York
$28.2K
HI
1658
Hoey Investments
Pennsylvania
$28.2K
FWA
1659
FSC Wealth Advisors
New York
$28.1K
UOTTAIMCU
1660
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27.7K
EC
1661
Elequin Capital
New York
$27.1K +$27.1K +192 New
RWM
1662
Ruedi Wealth Management
Illinois
$26.8K
SCM
1663
Silvant Capital Management
Georgia
$26.3K
BBPWM
1664
Blue Bell Private Wealth Management
Pennsylvania
$25.6K
GKIM
1665
GW&K Investment Management
Massachusetts
$25K +$3.07K +22 +14%
OA
1666
Operose Advisors
Wisconsin
$24.8K
AF
1667
Arrow Financial
New York
$24.7K
RWA
1668
Redmont Wealth Advisors
Illinois
$24.6K
BAM
1669
Byrne Asset Management
New Jersey
$24.1K
LIM
1670
Lagoda Investment Management
New York
$24K
SWA
1671
SOA Wealth Advisors
New York
$23.3K +$141 +1 +0.6%
LB
1672
Legacy Bridge
Iowa
$22.7K
AWM
1673
Atticus Wealth Management
Florida
$22.6K
RCM
1674
Raleigh Capital Management
North Carolina
$22.5K -$563 -4 -2%
WWM
1675
Wolff Wiese Magana
California
$22.4K