PSX icon

Phillips 66

1,865 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 750 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,865
Holders Change
+86
Holders Change %
+4.83%
% of All Funds
27.03%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
750
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
501
Cullen/Frost Bankers
Texas
$3.24M +$105K +640 +3%
CHC
502
City Holding Co
West Virginia
$3.23M -$75.6K -463 -2%
RFC
503
Regions Financial Corp
Alabama
$3.23M -$147K -900 -4%
BCV
504
Banque Cantonale Vaudoise
Switzerland
$3.22M -$1.82M -11,171 -36%
BC
505
Burney Company
Virginia
$3.19M -$69.4K -425 -2%
SFA
506
Sequoia Financial Advisors
Ohio
$3.18M -$8.57M -52,469 -73%
MCM
507
Monument Capital Management
Virginia
$3.18M -$253K -1,547 -7%
ST
508
Somerset Trust
Pennsylvania
$3.16M +$77.1K +472 +3%
IB
509
Intrust Bank
Kansas
$3.15M +$24.3K +149 +0.8%
VI
510
Vestcor Inc
New Brunswick, Canada
$3.14M -$1.34M -8,182 -30%
FCI
511
Financial Counselors Inc
Kansas
$3.12M -$112K -687 -3%
CCA
512
Cobblestone Capital Advisors
New York
$3.12M +$220K +1,345 +8%
APP
513
Avantax Planning Partners
Iowa
$3.1M +$2.35M +14,409 +315%
ET
514
Equitable Trust
Tennessee
$3.1M -$1.02M -6,241 -25%
SPG
515
Strategic Planning Group
Utah
$3.07M +$394K +2,414 +15%
AAM
516
Azzad Asset Management
Virginia
$3.06M +$83.8K +513 +3%
SCA
517
Snowden Capital Advisors
New York
$3.02M +$280K +1,713 +10%
IWA
518
Icon Wealth Advisors
Texas
$3M +$112K +684 +4%
NAM
519
NorthCrest Asset Manangement
Minnesota
$3M -$301K -1,841 -9%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$2.99M +$3.76K +23 +0.1%
NSEDCP
521
NJ State Employees Deferred Compensation Plan
New Jersey
$2.99M
HWM
522
HB Wealth Management
Georgia
$2.98M +$13.4K +82 +0.5%
HSA
523
HBK Sorce Advisory
Pennsylvania
$2.98M +$22.9K +140 +0.8%
ACM
524
Argyle Capital Management
Pennsylvania
$2.95M -$180K -1,100 -6%
NEI
525
Northwest & Ethical Investments
Ontario, Canada
$2.92M +$2.13M +13,065 +271%