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Phillips 66

1,754 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1676
Truvestments Capital
Florida
$15.5K +$15.5K +118 New
DPW
1677
DiNuzzo Private Wealth
Pennsylvania
$15.2K -$263 -2 -2%
RCM
1678
Richardson Capital Management
Wisconsin
$15.1K
FCT
1679
First Community Trust
Iowa
$14.6K
RBC
1680
Roble Belko & Company
Pennsylvania
$14K
WCM
1681
Westend Capital Management
California
$13.9K +$11.3K +86 +430%
LFA
1682
LGT Financial Advisors
Texas
$13.9K +$131 +1 +1%
S
1683
Sachetta
Massachusetts
$13.8K -$1.97K -15 -13%
AWM
1684
Abound Wealth Management
Tennessee
$13.8K +$1.83K +14 +15%
BL
1685
BFSG LLC
California
$13.5K
VAMG
1686
Voisard Asset Management Group
Michigan
$13.1K
CCMI
1687
Creative Capital Management Investments
California
$13.1K
BWL
1688
Bogart Wealth LLC
Virginia
$13.1K +$4.6K +35 +54%
BC
1689
Barrett & Company
Rhode Island
$13.1K
FFC
1690
First Financial Corp
Indiana
$12.5K
FWM
1691
FSA Wealth Management
Massachusetts
$12K +$12K +91 New
CPBTD
1692
Central Pacific Bank - Trust Division
Hawaii
$11.7K
PA
1693
Pineridge Advisors
Missouri
$11.2K
HWM
1694
HighMark Wealth Management
Minnesota
$11.2K +$132 +1 +1%
VWA
1695
Valued Wealth Advisors
Utah
$11.2K -$4.87K -37 -30%
ABWM
1696
Alpine Bank Wealth Management
Colorado
$10.9K +$10.9K +83 New
UOTTAIMCU
1697
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.6K -$15.1K -115 -59%
TFIAP
1698
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$10.5K
PCMC
1699
Planning Capital Management Corporation
Pennsylvania
$10.3K +$4.73K +36 +86%
KFP
1700
Keener Financial Planning
Texas
$10K