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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 %
FNA
576
First National Advisers
Nebraska
$2.34M -$4.93K -36 -0.2%
AIMCA
577
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.32M
SI
578
Stephens Inc
Arkansas
$2.32M -$66.8K -409 -3%
PI
579
PFG Investments
New York
$2.32M +$1.83M +11,223 +378%
KRSITF
580
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.32M -$242K -1,484 -9%
APWM
581
Atlas Private Wealth Management
New York
$2.31M +$282K +1,725 +14%
MYAM
582
Meiji Yasuda Asset Management
Japan
$2.3M +$32.2K +197 +1%
KFP
583
KMG Fiduciary Partners
Ohio
$2.3M +$18.6K +114 +0.8%
FTDI
584
First Trust Direct Indexing
Massachusetts
$2.27M +$147K +899 +7%
IC
585
IEQ Capital
California
$2.27M +$206K +1,261 +10%
FFG
586
Fortem Financial Group
California
$2.26M +$57.8K +354 +3%
LCM
587
Logan Capital Management
Pennsylvania
$2.26M
SPC
588
Sigma Planning Corp
Michigan
$2.23M +$1.15M +7,018 +106%
NMIMC
589
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M -$45.9K -281 -2%
NW
590
NewEdge Wealth
Pennsylvania
$2.22M +$261K +1,816 +13%
AT
591
Arvest Trust
Oklahoma
$2.19M -$137K -840 -6%
SCM
592
Shelton Capital Management
Colorado
$2.18M -$1.22M -7,489 -36%
EWM
593
Evercore Wealth Management
New York
$2.18M -$22.4K -137 -1%
YIA
594
YHB Investment Advisors
Connecticut
$2.17M +$79.2K +485 +4%
FMC
595
First Merchants Corp
Indiana
$2.15M -$49K -300 -2%
IC
596
Inscription Capital
Texas
$2.15M +$932K +5,709 +77%
FIM
597
Fruth Investment Management
Texas
$2.14M
EIP
598
Energy Income Partners
Connecticut
$2.13M +$531K +3,250 +33%
DAS
599
Dynamic Advisor Solutions
Arizona
$2.13M -$61.6K -377 -3%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.13M +$15.3K +110 +0.7%