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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 %
LA
1926
Legacy Advisors
Pennsylvania
-$205K -1,252 Closed
OAM
1927
Occidental Asset Management
California
-$204K -1,251 Closed
PWAM
1928
Pinnacle West Asset Management
Wyoming
-$204K -1,250 Closed
JAIC
1929
Josh Arnold Investment Consultant
Minnesota
-$204K -1,250 Closed
ONST
1930
Old North State Trust
North Carolina
-$203K -1,244 Closed
TIA
1931
Tandem Investment Advisors
South Carolina
-$202K -1,237 Closed
BFM
1932
Boston Financial Management
Massachusetts
-$201K -1,233 Closed
HIIFS
1933
Harel Insurance Investments & Financial Services
Israel
-$119K -728 Closed
SOW
1934
State of Wyoming
Wyoming
-$112K -686 Closed
VIA
1935
Virtus Investment Advisers
Connecticut
-$99.6K -610 Closed
LD
1936
Lipe & Dalton
New York
-$87K -532 Closed
FFWM
1937
Future Financial Wealth Management
Ohio
-$81.7K -500 Closed
CWA
1938
Core Wealth Advisors
Florida
-$81.7K -500 Closed
FPFS
1939
First Personal Financial Services
North Carolina
-$55.4K -339 Closed
AS
1940
Altshuler Shaham
Israel
-$36.8K -225 Closed
VWWMG
1941
Vermillion & White Wealth Management Group
Pennsylvania
-$22.9K -140 Closed
TC
1942
Truvestments Capital
Florida
-$19.3K -118 Closed
LF
1943
LifeSteps Financial
California
-$16.3K -100 Closed
MAM
1944
Marquette Asset Management
Minnesota
-$13.7K -84 Closed
FSWA
1945
Financial Synergies Wealth Advisors
Texas
-$8.99K -55 Closed
PVH
1946
Psagot Value Holdings
Israel
-$4K -27 Closed
TWP
1947
TFO Wealth Partners
Ohio
-$1.14K -7 Closed