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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 %
WFAG
901
Worth Financial Advisory Group
North Carolina
$870K +$58K +355 +7%
GI
902
GAMMA Investing
California
$869K +$130K +798 +18%
CPIG
903
Chicago Partners Investment Group
Illinois
$869K -$9.69K -61 -1%
EFI
904
EHP Funds Inc
Canada
$866K -$490K -3,000 -36%
HAG
905
HighPoint Advisor Group
Illinois
$864K +$96.4K +665 +13%
JSC
906
Jackson Square Capital
California
$850K -$173K -1,061 -17%
PIM
907
Plato Investment Management
Australia
$845K +$760K +4,654 +893%
QCG
908
Quadrant Capital Group
Ohio
$842K +$12.4K +76 +1%
FLPIM
909
F.L. Putnam Investment Management
Massachusetts
$841K +$61.6K +377 +8%
MCM
910
Mill Capital Management
North Carolina
$840K
SWS
911
SYSTM Wealth Solutions
Illinois
$838K +$104K +638 +14%
FB
912
Fulton Bank
Pennsylvania
$837K +$129K +791 +18%
CAM
913
Campion Asset Management
Virginia
$837K -$37.9K -232 -4%
LW
914
Linscomb Wealth
Texas
$834K -$490 -3 -0.1%
SWP
915
Strategic Wealth Partners
Ohio
$834K -$4.06M -24,884 -83%
WAM
916
Weatherly Asset Management
California
$828K -$1.8K -11 -0.2%
MWM
917
Mission Wealth Management
California
$827K +$30.5K +187 +4%
SCM
918
Schnieders Capital Management
California
$826K
BHWM
919
Bar Harbor Wealth Management
New Hampshire
$825K
SCM
920
Spreng Capital Management
Ohio
$825K +$598K +4,977 +264%
WCG
921
Weaver Consulting Group
California
$820K
LAM
922
Lingohr Asset Management
Germany
$820K +$52.4K +321 +7%
WPC
923
Wedmont Private Capital
Pennsylvania
$819K +$137K +831 +20%
WCM
924
Whitener Capital Management
North Carolina
$818K -$31K -190 -4%
SF
925
Symphony Financial
Texas
$817K +$49.3K +302 +6%