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 %
GS
1051
GTS Securities
New York
$614K -$910K -5,569 -60%
JSL
1052
JT Stratford LLC
Georgia
$614K +$2.12K +13 +0.3%
NG
1053
Norden Group
Utah
$611K +$258K +1,582 +73%
BOPW
1054
Brandywine Oak Private Wealth
Pennsylvania
$611K +$490 +3 +0.1%
AFA
1055
AA Financial Advisors
Ohio
$610K +$610K +3,737 New
EAM
1056
Empirical Asset Management
Massachusetts
$605K -$151K -924 -20%
UCI
1057
Uncommon Cents Investing
Wisconsin
$604K +$2.45K +15 +0.4%
KIA
1058
KLR Investment Advisors
Rhode Island
$604K -$96.9K -617 -14%
RIA
1059
Realta Investment Advisors
Delaware
$603K -$465K -2,845 -44%
AWM
1060
Angeles Wealth Management
California
$602K +$6.7K +41 +1%
BHWM
1061
Beaird Harris Wealth Management
Texas
$598K
SIG
1062
Spinnaker Investment Group
California
$595K
SC
1063
Syon Capital
California
$594K -$517K -3,163 -47%
TC
1064
Trust Company
Kansas
$590K -$68.4K -419 -10%
TPM
1065
Triasima Portfolio Management
Quebec, Canada
$587K -$86.6K -530 -13%
FFB
1066
First Financial Bankshares
Texas
$586K +$120K +733 +26%
CCAL
1067
City Center Advisors LLC
Michigan
$582K +$582K +3,561 New
LC
1068
Lindbrook Capital
California
$580K +$9.64K +59 +2%
MIM
1069
MTM Investment Management
South Carolina
$580K +$3.1K +19 +0.5%
EA
1070
Everpar Advisors
Oklahoma
$579K -$545K -3,334 -48%
PSFG
1071
Prairie Sky Financial Group
Illinois
$579K +$163 +1 +0%
HA
1072
Harbor Advisors
Florida
$578K
VRM
1073
Vectors Research Management
New York
$578K +$490 +3 +0.1%
FMWA
1074
Forvis Mazars Wealth Advisors
Missouri
$577K +$13.6K +83 +2%
CC
1075
Courier Capital
New York
$576K