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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 %
DTC
1101
Davidson Trust Company
Washington
$543K -$16.3K -100 -3%
EM
1102
Excalibur Management
Massachusetts
$543K -$1.96K -12 -0.4%
VCP
1103
Verus Capital Partners
Arizona
$543K -$9.8K -60 -2%
AIM
1104
Allen Investment Management
New York
$542K
ECU
1105
Eisler Capital (UK)
United Kingdom
$542K -$1.26M -7,729 -70%
DWM
1106
Drive Wealth Management
Utah
$536K -$34K -208 -6%
GF
1107
Goodman Financial
Texas
$535K -$87.4K -535 -14%
LC
1108
LCNB Corp
Ohio
$534K +$18.9K +116 +4%
CC
1109
Cadinha & Co
Hawaii
$534K
EFG
1110
Everhart Financial Group
Ohio
$534K +$27.9K +171 +6%
MTC
1111
McDaniel Terry & Co
Texas
$534K +$16.2K +99 +3%
SIA
1112
Soltis Investment Advisors
Utah
$533K +$217K +1,330 +69%
RPC
1113
Rossmore Private Capital
Connecticut
$531K +$7.84K +48 +1%
OCBCO
1114
Oversea-Chinese Banking Corp (OCBC)
Singapore
$529K -$570K -3,489 -52%
FIA
1115
Foundations Investment Advisors
Arizona
$529K +$1.47K +9 +0.3%
ZB
1116
Zions Bancorporation
Utah
$529K +$17.5K +107 +3%
TVAMP
1117
Tennessee Valley Asset Management Partners
Tennessee
$529K -$523K -3,200 -50%
LSAG
1118
Lake Street Advisors Group
New Hampshire
$527K -$10.8K -66 -2%
IVP
1119
Intrinsic Value Partners
Arizona
$527K -$17.5K -107 -3%
SW
1120
SteelPeak Wealth
California
$527K -$12M -73,252 -96%
WT
1121
Whittier Trust
California
$524K +$29.4K +180 +6%
CW
1122
CreativeOne Wealth
Kansas
$524K +$178K +1,091 +52%
GGA
1123
Granite Group Advisors
Connecticut
$524K +$19.6K +120 +4%
CC
1124
Callan Capital
California
$523K +$8.98K +55 +2%
FFS
1125
Founders Financial Securities
Maryland
$522K +$522K +3,193 New