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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 %
LAM
1676
Lummis Asset Management
Texas
$21.2K
TCM
1677
TruNorth Capital Management
Michigan
$21.2K +$21.2K +150 New
HB
1678
Horizon Bancorp
Indiana
$20K
FC
1679
Fairscale Capital
New Hampshire
$19.8K +$19.8K +142 New
CIR
1680
Clear Investment Research
Georgia
$19.6K +$141 +1 +0.7%
NBT
1681
Northwest Bank & Trust
Iowa
$19.5K
MIA
1682
MeadowBrook Investment Advisors
Michigan
$19.3K
SC
1683
Stephens Consulting
Michigan
$18.8K
SL
1684
Salomon & Ludwin
Virginia
$18.6K -$77.5K -549 -81%
SFCL
1685
Strengthening Families & Communities LLC
Massachusetts
$18K +$18K +131 New
S
1686
Sachetta
Massachusetts
$17.7K +$7.36K +50 +71%
CP
1687
Camelot Portfolios
Ohio
$17.5K +$17.5K +124 New
VWA
1688
Valued Wealth Advisors
Utah
$17.2K +$4.09K +29 +31%
PCWA
1689
Pacific Capital Wealth Advisors
California
$17.2K +$10.6K +75 +160%
FWM
1690
Focused Wealth Management
New York
$17K +$17K +121 New
BFS
1691
Burkett Financial Services
South Carolina
$16.9K +$141 +1 +0.8%
DPW
1692
DiNuzzo Private Wealth
Pennsylvania
$16.7K +$11.7K +83 +237%
RCM
1693
Richardson Capital Management
Wisconsin
$16.2K
RBC
1694
Roble Belko & Company
Pennsylvania
$16K
FCT
1695
First Community Trust
Iowa
$15.7K
LFA
1696
LGT Financial Advisors
Texas
$14.8K +$141 +1 +1%
BL
1697
BFSG LLC
California
$14.5K
VAMG
1698
Voisard Asset Management Group
Michigan
$14.1K
VWM
1699
Valley Wealth Managers
New Jersey
$14.1K
CCMI
1700
Creative Capital Management Investments
California
$14.1K +$14.1K +100 New