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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 %
P
976
Pitcairn
Pennsylvania
$721K
OPTFSNA
977
Old Point Trust & Financial Services N A
Virginia
$720K +$115K +706 +19%
ACM
978
Aquatic Capital Management
Illinois
$719K +$719K +4,400 New
BJL
979
Brighton Jones LLC
Washington
$716K -$20.3K -124 -3%
VDI
980
Vaughan David Investments
Illinois
$716K -$40.9K -250 -5%
GWM
981
Geneos Wealth Management
Colorado
$715K -$6.47M -39,594 -90%
BEI
982
Benjamin Edwards Inc
Missouri
$712K +$341K +2,086 +92%
SAM
983
Sompo Asset Management
Japan
$706K +$176K +1,080 +33%
ECM
984
Evergreen Capital Management
Washington
$705K +$3.76K +23 +0.5%
PWMAG
985
Pinnacle Wealth Management Advisory Group
New Jersey
$700K +$16.3K +100 +2%
NP
986
NorthRock Partners
Minnesota
$700K +$71.7K +439 +11%
FM
987
Foster & Motley
Ohio
$700K +$26.5K +162 +4%
GI
988
GAMCO Investors
Connecticut
$700K -$32.7K -200 -4%
RIA
989
Richwood Investment Advisors
Ohio
$698K -$35.1K -215 -5%
SP
990
Symmetry Partners
Connecticut
$697K
VAM
991
Verity Asset Management
North Carolina
$697K -$53.1K -325 -7%
ETC
992
Exchange Traded Concepts
Oklahoma
$696K +$681K +4,167 +4,386%
NS
993
NBC Securities
Alabama
$695K -$15.8K -97 -2%
STA
994
Summit Trail Advisors
New York
$695K +$227K +1,389 +48%
NW
995
Naviter Wealth
Arkansas
$691K -$11.4K -70 -2%
EWA
996
EverSource Wealth Advisors
Alabama
$689K +$14.9K +104 +2%
SAM
997
SignalPoint Asset Management
Missouri
$688K -$5.23K -32 -0.8%
BCM
998
BluePath Capital Management
Georgia
$688K -$131K -804 -16%
KWM
999
Kolinsky Wealth Management
New Jersey
$687K +$17K +104 +3%
VCWA
1000
Vanguard Capital Wealth Advisors
Colorado
$686K -$30.5K -187 -4%