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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 %
CFFP
1701
Center for Financial Planning
Michigan
$6.5K
SAM
1702
Synergy Asset Management
Washington
$6.44K +$6.44K +49 New
CA
1703
Crewe Advisors
Utah
$6.38K -$114 -1 -2%
RTL
1704
Red Tortoise LLC
Georgia
$6.38K
ACM
1705
Anfield Capital Management
California
$6.04K
NWMP
1706
Noble Wealth Management PBC
Colorado
$5.81K +$5.81K +51 New
FFL
1707
Financial Freedom LLC
Ohio
$5.7K
CJH
1708
Christopher J. Hasenberg
Wisconsin
$5.7K
HFS
1709
Hopwood Financial Services
Virginia
$5.7K +$5.7K +50 New
AWM
1710
Accredited Wealth Management
Kentucky
$5.7K +$5.7K +50 New
PMIM
1711
Prudent Man Investment Management
Colorado
$5.7K +$5.7K +50 New
WA
1712
WPG Advisers
Maryland
$5.58K +$5.58K +49 New
KIM
1713
Kestra Investment Management
Texas
$5.41K +$5.41K +47 New
BCPWM
1714
Bradley & Co Private Wealth Management
Florida
$5.01K +$5.01K +44 New
MCA
1715
Maryland Capital Advisors
Maryland
$4.79K
CMA
1716
Cedar Mountain Advisors
Oregon
$4.79K
VWWMG
1717
Vermillion & White Wealth Management Group
Pennsylvania
$4.33K +$4.33K +38 New
DPW
1718
DiNuzzo Private Wealth
Pennsylvania
$4.22K -$9K -79 -68%
HCM
1719
Horrell Capital Management
Arkansas
$4K
FAI
1720
Fiduciary Advisors Inc
Missouri
$3.99K +$3.99K +35 New
T
1721
Tidemark
California
$3.53K
HWP
1722
Highline Wealth Partners
California
$3.46K -$346 -3 -9%
PCWA
1723
Pacific Capital Wealth Advisors
California
$3.42K
CTC
1724
Cetera Trust Company
Minnesota
$3.42K
TIM
1725
Thompson Investment Management
Wisconsin
$3.42K