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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 %
CD
1876
Chapin Davis
Maryland
-$229K -1,405 Closed
JC
1877
JB Capital
Connecticut
-$229K -1,402 Closed
HIC
1878
Hartline Investment Corp
Illinois
-$227K -1,391 Closed
BCA
1879
Bay Colony Advisors
Massachusetts
-$227K -1,391 Closed
LL
1880
LPWM LLC
Minnesota
-$230K -1,390 Closed
CA
1881
Carson Advisory
Georgia
-$226K -1,384 Closed
LWA
1882
Lineweaver Wealth Advisors
Ohio
-$226K -1,384 Closed
FBFS
1883
First Business Financial Services
Wisconsin
-$225K -1,378 Closed
LWM
1884
Laidlaw Wealth Management
New York
-$225K -1,378 Closed
WEG
1885
World Equity Group
Illinois
-$223K -1,368 Closed
NB
1886
Northwest Bancshares
Pennsylvania
-$223K -1,366 Closed
BHBT
1887
Burke & Herbert Bank & Trust
Virginia
-$223K -1,363 Closed
NDSI
1888
Newman Dignan & Sheerar Inc
Rhode Island
-$221K -1,352 Closed
PCM
1889
Pointe Capital Management
Michigan
-$221K -1,352 Closed
HI
1890
Hendershot Investments
Virginia
-$221K -1,350 Closed
VPA
1891
Vernal Point Advisors
California
-$220K -1,349 Closed
WA
1892
Wealthstream Advisors
New York
-$219K -1,338 Closed
PAG
1893
Private Advisory Group
Washington
-$218K -1,335 Closed
Members Trust
1894
Members Trust
Florida
-$218K -1,332 Closed
EDRIA
1895
Edmonds Duncan Registered Investment Advisors
Kansas
-$217K -1,330 Closed
CM
1896
Capula Management
Cayman Islands
-$217K -1,326 Closed
WP
1897
WealthPLAN Partners
Nebraska
-$216K -1,320 Closed
NHC
1898
Nicholas Hoffman & Company
Georgia
-$216K -1,320 Closed
EWM
1899
Elevatus Welath Management
New York
-$215K -1,318 Closed
MA
1900
MBA Advisors
Pennsylvania
-$215K -1,317 Closed