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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 %
BC
1701
Barrett & Company
Rhode Island
$14.1K +$141 +1 +1%
CJL
1702
Cyrus J. Lawrence
New York
$14K +$14K +104 New
GA
1703
GFS Advisors
Texas
$14K +$14K +83,331 New
FFC
1704
First Financial Corp
Indiana
$13.4K -$10.4K -74 -44%
AWM
1705
Abound Wealth Management
Tennessee
$12.8K -$703 -5 -5%
TCG
1706
Transcendent Capital Group
Oklahoma
$12.7K +$12.7K +90 New
CPBTD
1707
Central Pacific Bank - Trust Division
Hawaii
$12.6K
PA
1708
Pineridge Advisors
Missouri
$12K
IWP
1709
IAG Wealth Partners
Wisconsin
$12K
HWM
1710
HighMark Wealth Management
Minnesota
$11.9K +$1.56K +11 +15%
TFIAP
1711
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.3K
KFP
1712
Keener Financial Planning
Texas
$11K -$10.3K -77 -48%
SWC
1713
Spectrum Wealth Counsel
Indiana
$10.6K
TCA
1714
Trifecta Capital Advisors
Illinois
$10K +$10K +71 New
PA
1715
PSI Advisors
Florida
$9.74K -$3.53K -25 -27%
CTB
1716
Country Trust Bank
Illinois
$9.46K
FW
1717
Fairway Wealth
Ohio
$9.46K +$9.46K +67 New
BWL
1718
Bogart Wealth LLC
Virginia
$9.18K
TWP
1719
Triad Wealth Partners
Kansas
$9.18K +$9.18K +65 New
FP
1720
Financial Perspectives
Minnesota
$8.89K
HWP
1721
Highline Wealth Partners
California
$8.75K +$4.52K +32 +107%
AEPWM
1722
Atlantic Edge Private Wealth Management
Florida
$8.47K
ETS
1723
ESL Trust Services
New York
$8.47K +$8.47K +60 New
CFFP
1724
Center for Financial Planning
Michigan
$8.05K
RTL
1725
Red Tortoise LLC
Georgia
$7.91K