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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 %
WA
776
WealthTrust Axiom
Pennsylvania
$1.22M +$653 +4 +0.1%
VBCG
777
Valley Brook Capital Group
Pennsylvania
$1.21M +$128K +785 +12%
MPI
778
Mairs & Power Inc
Minnesota
$1.21M -$45.7K -280 -4%
FNBT
779
FineMark National Bank & Trust
Florida
$1.21M +$9.64K +59 +0.8%
CCIA
780
Campbell & Co Investment Adviser
Maryland
$1.2M +$869K +5,319 +264%
SW
781
SVB Wealth
Massachusetts
$1.19M -$498K -3,048 -30%
VC
782
Veracity Capital
Georgia
$1.18M -$353K -2,162 -23%
AI
783
Arvest Investments
Arkansas
$1.18M +$547K +3,346 +87%
GT
784
Glenview Trust
Kentucky
$1.17M
VA
785
Verdad Advisers
Massachusetts
$1.17M +$1.17M +7,168 New
ACA
786
Aptus Capital Advisors
Alabama
$1.17M +$210K +1,285 +22%
GIA
787
Guyasuta Investment Advisors
Pennsylvania
$1.17M
IMCOOI
788
Investment Management Corp of Ontario (IMCO)
Canada
$1.16M -$539K -3,300 -32%
AFIA
789
America First Investment Advisors
Nebraska
$1.16M
HAIM
790
Hunter Associates Investment Management
Pennsylvania
$1.15M -$40.8K -250 -3%
KWA
791
Kingswood Wealth Advisors
California
$1.15M +$35.4K +217 +3%
MAS
792
Meeder Advisory Services
Ohio
$1.15M +$42.8K +262 +4%
ANTB
793
AMG National Trust Bank
Colorado
$1.15M +$13.7K +84 +1%
CWM
794
Connecticut Wealth Management
Connecticut
$1.14M -$24.7K -151 -2%
PFP
795
Pinnacle Financial Partners
Tennessee
$1.14M +$353K +2,163 +45%
BL
796
Balentine LLC
Georgia
$1.14M +$28.4K +174 +3%
TNA
797
True North Advisors
Texas
$1.13M -$180K -1,101 -14%
MAM
798
Mystic Asset Management
Rhode Island
$1.13M +$102K +625 +10%
LFA
799
Legacy Financial Advisors
Kentucky
$1.13M +$71K +435 +7%
GIM
800
Greylin Investment Management
Virginia
$1.13M -$245K -1,500 -18%