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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 %
GWM
651
Guardian Wealth Management
Illinois
$1.77M -$52.1K -319 -3%
NIM
652
NEOS Investment Management
Connecticut
$1.77M +$750K +4,593 +74%
GT
653
Greenleaf Trust
Michigan
$1.76M +$38.9K +238 +2%
HWAM
654
Hennion & Walsh Asset Management
New Jersey
$1.76M +$576K +3,524 +49%
FNT
655
First National Trust
Pennsylvania
$1.75M +$240K +1,467 +16%
TBA
656
Tower Bridge Advisors
Pennsylvania
$1.73M
SC
657
SouthState Corp
Florida
$1.73M +$17.6K +108 +1%
BIA
658
Barry Investment Advisors
Massachusetts
$1.72M +$7.35K +45 +0.4%
RIA
659
Regal Investment Advisors
Michigan
$1.72M -$38.4K -235 -2%
RMC
660
Resources Management Corp
Connecticut
$1.71M -$8.17K -50 -0.5%
SC
661
Scotia Capital
Ontario, Canada
$1.7M -$39.7K -243 -2%
JWM
662
Jeppson Wealth Management
California
$1.7M -$29.4K -180 -2%
RA
663
RFG Advisory
Alabama
$1.7M -$42.3K -259 -2%
SC
664
Searle & Co
Connecticut
$1.7M
QL
665
Quarry LP
New York
$1.69M +$1.07M +6,578 +175%
HI
666
Horizon Investments
North Carolina
$1.69M +$508K +3,113 +43%
ATC
667
Adirondack Trust Company
New York
$1.67M -$32.7K -200 -2%
ISL
668
Ingalls & Snyder LLC
New York
$1.66M -$924K -5,655 -36%
SPIS
669
Steward Partners Investment Solutions
Oregon
$1.66M -$18.6K -114 -1%
TWP
670
Tyche Wealth Partners
Texas
$1.66M -$910K -5,572 -35%
CA
671
Cullinan Associates
Kentucky
$1.66M +$392K +2,400 +31%
PBC
672
Pavion Blue Capital
California
$1.65M -$66.2K -405 -4%
JWCA
673
J.W. Cole Advisors
Florida
$1.64M -$79.5K -487 -5%
AIM
674
Aquila Investment Management
New York
$1.63M
VAG
675
VisionPoint Advisory Group
Texas
$1.63M -$1.35M -8,258 -45%