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Phillips 66

1,754 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$16.2M +$1.24M +9,414 +8%
ASRS
177
Arizona State Retirement System
Arizona
$16M -$321K -2,440 -2%
MNA
178
Manning & Napier Advisors
New York
$15.7M -$779K -5,927 -5%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$15.6M +$2.87M +21,840 +23%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$15.2M +$276K +2,074 +2%
SOMRS
181
State of Michigan Retirement System
Michigan
$15M -$276K -2,100 -2%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$15M +$6.48M +49,306 +76%
SO
183
STRS Ohio
Ohio
$14.7M -$594K -4,521 -4%
Osaic Holdings
184
Osaic Holdings
Arizona
$14.6M -$1.09M -8,254 -7%
HIP
185
HUB Investment Partners
Texas
$14.6M +$120K +913 +0.8%
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$14.5M +$14.2M +108,268 +4,586%
ABC
187
Associated Banc-Corp
Wisconsin
$14.5M -$423K -3,220 -3%
RCYC
188
Richard C. Young & Co
Rhode Island
$14.4M +$124K +944 +0.9%
MIM
189
MetLife Investment Management
New Jersey
$14.3M -$558K -4,243 -4%
RFM
190
Royal Fund Management
Florida
$14.2M +$8.21M +61,956 +136%
LKIM
191
Lawson Kroeker Investment Management
Nebraska
$13.9M -$33.5K -255 -0.2%
CIA
192
CCM Investment Advisers
South Carolina
$13.8M +$1.9M +14,425 +16%
FP
193
Foundry Partners
Minnesota
$13.8M -$67.4K -513 -0.5%
SA
194
Sanctuary Advisors
Indiana
$13.8M -$865K -6,489 -6%
RJT
195
Raymond James Trust
Florida
$13.8M -$543K -4,129 -4%
SBCM
196
Schwerin Boyle Capital Management
Massachusetts
$13.8M -$605K -4,600 -4%
Bank of Nova Scotia
197
Bank of Nova Scotia
Ontario, Canada
$13.7M +$4.28M +32,591 +45%
BG
198
Bollard Group
Massachusetts
$13.7M +$175K +1,334 +1%
PI
199
PineBridge Investments
New York
$13.5M -$6.29M -47,856 -32%
CF
200
Corebridge Financial
Texas
$13.3M -$559K -4,254 -4%