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 %
VA
826
Valmark Advisers
Ohio
$1.06M +$32.7K +200 +3%
RWP
827
RWA Wealth Partners
Massachusetts
$1.06M -$20.7K -127 -2%
BBA
828
Baader Bank Aktiengesellschaft
Germany
$1.05M +$252K +1,545 +31%
GC
829
Grimes & Company
Massachusetts
$1.05M +$745K +4,561 +242%
SSA
830
South Street Advisors
New York
$1.05M
CWS
831
Confluence Wealth Services
Pennsylvania
$1.05M
FNBTCON
832
First National Bank & Trust Co of Newtown
Pennsylvania
$1.04M -$48.7K -298 -4%
MA
833
MONECO Advisors
Connecticut
$1.04M +$45.2K +277 +5%
CAM
834
Cidel Asset Management
Ontario, Canada
$1.03M -$38.4K -235 -4%
SPI
835
Sutton Place Investors
New York
$1.03M +$305K +1,865 +42%
CM
836
Castleark Management
Illinois
$1.02M
AFG
837
American Financial Group
Ohio
$1.02M
BOH
838
Bank of Hawaii
Hawaii
$1.02M +$49.3K +302 +5%
PP
839
Prudential plc
United Kingdom
$1.02M -$2.92M -17,899 -74%
CG
840
Caprock Group
Idaho
$1.01M +$10.1K +62 +1%
SIA
841
Schechter Investment Advisors
Michigan
$1.01M +$160K +977 +19%
SIA
842
Schear Investment Advisers
Ohio
$1M +$204K +1,251 +26%
SDIC
843
South Dakota Investment Council
South Dakota
$1M -$3.91M -23,907 -80%
WC
844
Westhampton Capital
North Carolina
$1M
DP
845
Dearborn Partners
Illinois
$998K -$172K -1,051 -15%
EIP
846
Epoch Investment Partners
New York
$997K -$14.2K -87 -1%
AMIM
847
Aull & Monroe Investment Management
Alabama
$995K -$57.2K -350 -5%
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$993K +$78.2K +479 +9%
WTC
849
WhitTier Trust Company
Nevada
$992K +$46.2K +283 +5%
IFAM
850
Institutional & Family Asset Management
Colorado
$988K -$10.6K -65 -1%