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Phillips 66

1,767 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
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
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 %
SCM
1851
Spring Capital Management
Texas
-$278K -1,705 Closed
CIG
1852
Cascade Investment Group
Colorado
-$278K -1,700 Closed
PWG
1853
Portside Wealth Group
Utah
-$275K -1,685 Closed
PNC
1854
Park National Corp
Ohio
-$275K -1,685 Closed
CA
1855
CoreCap Advisors
Michigan
-$270K -1,654 Closed
EW
1856
Evoke Wealth
California
-$270K -1,653 Closed
AL
1857
Aspiriant LLC
California
-$267K -1,637 Closed
FWTB
1858
First Western Trust Bank
Colorado
-$264K -1,615 Closed
VC
1859
Vicus Capital
Pennsylvania
-$263K -1,611 Closed
FFA
1860
Founders Financial Alliance
North Carolina
-$262K -1,602 Closed
NC
1861
NBW Capital
Massachusetts
-$261K -1,598 Closed
WA
1862
Wambolt & Associates
Colorado
-$261K -1,596 Closed
BFM
1863
Boothbay Fund Management
New York
-$258K -1,582 Closed
RCM
1864
Radnor Capital Management
Pennsylvania
-$254K -1,552 Closed
MA
1865
MJP Associates
Connecticut
-$247K -1,515 Closed
RCG
1866
Regatta Capital Group
California
-$246K -1,506 Closed
BFS
1867
Bard Financial Services
Connecticut
-$245K -1,500 Closed
CAM
1868
Covenant Asset Management
New Jersey
-$244K -1,493 Closed
EWM
1869
Endowment Wealth Management
Wisconsin
-$243K -1,490 Closed
CWA
1870
Canvas Wealth Advisors
Kansas
-$233K -1,484 Closed
CCB
1871
Cutter & Co Brokerage
Missouri
-$241K -1,476 Closed
LRPA
1872
L. Roy Papp & Associates
Arizona
-$234K -1,433 Closed
BWM
1873
Birchcreek Wealth Management
Ohio
-$233K -1,425 Closed
HCM
1874
Hutchinson Capital Management
California
-$232K -1,420 Closed
AC
1875
Allstate Corporation
Illinois
-$231K -1,413 Closed