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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 %
FFWA
926
FRG Family Wealth Advisors
Washington
$817K
GPA
927
Garrison Point Advisors
California
$810K
FWP
928
FAS Wealth Partners
Kansas
$808K -$8.82K -54 -1%
WPW
929
Waldron Private Wealth
Pennsylvania
$806K +$4.08K +25 +0.5%
CCA
930
Childress Capital Advisors
Texas
$801K -$15.5K -95 -2%
WA
931
Waverly Advisors
Alabama
$800K +$404K +2,476 +102%
CL
932
Choreo LLC
Illinois
$798K -$154K -942 -16%
JHCP
933
Jackson Hole Capital Partners
Oklahoma
$796K
PPC
934
Park Place Capital
Alabama
$794K -$469K -2,871 -37%
AWE
935
Avidian Wealth Enterprises
Texas
$792K +$45.1K +276 +6%
OFS
936
OneAscent Financial Services
Alabama
$791K -$153K -939 -16%
LC
937
Lincoln Capital
Nebraska
$791K -$4.41K -27 -0.6%
AFP
938
Ausdal Financial Partners
Iowa
$785K -$4.08K -25 -0.5%
FFA
939
First Foundation Advisors
California
$782K +$60.8K +372 +8%
IRC
940
Investors Research Corp
Georgia
$780K -$597K -3,658 -43%
AWS
941
Arkfeld Wealth Strategies
Nebraska
$780K -$826 -5 -0.1%
CW
942
Connectus Wealth
Ohio
$776K
REMPR
943
Roof Eidam Maycock Peralta (REMP)
California
$775K
P
944
&Partners
Tennessee
$775K -$276K -1,687 -26%
AGP
945
Autumn Glory Partners
Texas
$774K
SFI
946
Siemens Fonds Invest
Germany
$774K -$42.5K -260 -5%
KIA
947
KCM Investment Advisors
California
$772K +$133K +814 +21%
CWG
948
Cornerstone Wealth Group
North Carolina
$772K +$402K +2,460 +109%
PA
949
Probity Advisors
Texas
$769K -$29.2K -179 -4%
LCM
950
LVM Capital Management
Michigan
$767K +$8.17K +50 +1%