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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 %
TFS
726
Thoroughbred Financial Services
Tennessee
$1.39M -$358K -2,191 -20%
ATC
727
Argent Trust Co
Tennessee
$1.38M -$15.5K -95 -1%
UFF
728
USA Financial Formulas
Michigan
$1.38M +$240K +1,471 +21%
WI
729
Wahed Invest
New York
$1.37M +$152K +931 +12%
MS
730
Maven Securities
Jersey
$1.37M +$1.37M +8,416 New
MRCM
731
M&R Capital Management
New Jersey
$1.37M +$572K +3,500 +71%
DFG
732
Demars Financial Group
Washington
$1.37M -$68.3K -418 -5%
CAG
733
Csenge Advisory Group
Florida
$1.36M -$226K -1,382 -14%
ONB
734
Old National Bancorp
Indiana
$1.36M -$78.4K -480 -5%
VIP
735
Vista Investment Partners
Oklahoma
$1.36M +$223K +1,365 +20%
EWA
736
EP Wealth Advisors
California
$1.35M +$190K +1,162 +16%
BHCM
737
Brevan Howard Capital Management
Jersey
$1.35M +$19.6K +120 +1%
CP
738
Covenant Partners
Tennessee
$1.34M
AG
739
AIA Group
Hong Kong
$1.34M +$1.34M +8,200 New
NL
740
NVWM LLC
Pennsylvania
$1.34M -$16.8K -103 -1%
BEAM
741
Baker Ellis Asset Management
Washington
$1.33M -$2.61K -16 -0.2%
ACM
742
AlphaStar Capital Management
North Carolina
$1.32M -$492K -3,015 -27%
CAWM
743
Capital Advisors Wealth Management
Washington
$1.32M -$7.19K -44 -0.5%
FG
744
Fiduciary Group
Georgia
$1.32M -$1.31K -8 -0.1%
IFWM
745
Institute for Wealth Management
Colorado
$1.31M +$126K +774 +11%
SWM
746
SeaCrest Wealth Management
New York
$1.3M -$131K -799 -9%
WP
747
Westmount Partners
California
$1.3M -$9.47K -58 -0.7%
FFM
748
Forum Financial Management
Illinois
$1.29M +$39K +239 +3%
BW
749
Bison Wealth
Georgia
$1.29M -$51.1K -313 -4%
MAM
750
Meeder Asset Management
Ohio
$1.28M +$1.28M +7,855 New