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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 %
GCM
1651
GKV Capital Management
California
$17.8K +$17.8K +156 New
CIA
1652
Cape Investment Advisory
Georgia
$17.2K +$17.2K +151 New
LAM
1653
Lummis Asset Management
Texas
$17.1K
BFS
1654
Burkett Financial Services
South Carolina
$16.7K +$114 +1 +0.7%
BBPWM
1655
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
BFPW
1656
BOK Financial Private Wealth
Colorado
$16.4K -$5.58K -49 -25%
WWM
1657
Wolff Wiese Magana
California
$16.4K -$1.71K -15 -9%
FC
1658
Fairscale Capital
New Hampshire
$16.4K +$114 +1 +0.7%
CIR
1659
Clear Investment Research
Georgia
$15.9K
MIA
1660
MeadowBrook Investment Advisors
Michigan
$15.6K
AFG
1661
Albion Financial Group
Utah
$14.5K +$14.5K +127 New
HGERS
1662
Householder Group Estate & Retirement Specialist
Arizona
$14K -$74K -661 -84%
RF
1663
Roxbury Financial
New Jersey
$13.9K +$13.9K +103 New
PC
1664
Promus Capital
Illinois
$13.8K +$13.8K +121 New
FW
1665
Fairway Wealth
Ohio
$13.4K +$13.4K +118 New
CCMI
1666
Creative Capital Management Investments
California
$13.3K +$1.94K +17 +17%
RCM
1667
Richardson Capital Management
Wisconsin
$13.1K
RBC
1668
Roble Belko & Company
Pennsylvania
$13K
MCA
1669
Midwest Capital Advisors
Michigan
$13K +$13K +114 New
FCT
1670
First Community Trust
Iowa
$12.6K
SO
1671
Sierra Ocean
California
$12.2K +$12.2K +106 New
LFA
1672
LGT Financial Advisors
Texas
$12.1K +$114 +1 +0.9%
WCM
1673
Westend Capital Management
California
$12.1K
HFM
1674
Harvest Fund Management
China
$12K -$2.64K -24 -18%
AG
1675
AmeriFlex Group
Nevada
$11.8K +$11.8K +100 New