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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 %
VCG
1126
Vantage Consulting Group
Virginia
$520K -$89.8K -550 -15%
FNBSF
1127
First National Bank Sioux Falls
South Dakota
$520K
GLA
1128
Good Life Advisors
Pennsylvania
$518K +$9.15K +56 +2%
JF
1129
Jump Financial
Illinois
$517K +$517K +3,168 New
PPP
1130
Private Portfolio Partners
New Jersey
$516K
EFS
1131
Essex Financial Services
Connecticut
$515K +$25.8K +158 +5%
OWM
1132
OneAscent Wealth Management
Alabama
$515K -$107K -653 -17%
CIAS
1133
Capital Investment Advisory Services
North Carolina
$513K -$8.33K -51 -2%
WHG
1134
Westwood Holdings Group
Texas
$512K
BMC
1135
Beaton Management Company
Massachusetts
$511K -$2.29K -14 -0.4%
EGA
1136
E&G Advisors
Texas
$510K +$60.4K +370 +13%
CA
1137
Callahan Advisors
Texas
$510K -$13.1K -80 -3%
HBT
1138
Hills Bank & Trust
Iowa
$509K +$87.4K +535 +21%
PP
1139
PDS Planning
Ohio
$509K +$13.6K +83 +3%
AI
1140
AdvisorShares Investments
Maryland
$506K +$506K +3,100 New
CFGS
1141
Concourse Financial Group Securities
Alabama
$506K +$17K +104 +3%
AWM
1142
Aries Wealth Management
Maine
$504K +$19.6K +120 +4%
APW
1143
Austin Private Wealth
Texas
$499K -$127K -735 -20%
TAM
1144
Townsend Asset Management
North Carolina
$497K -$13.4K -82 -3%
CAL
1145
Capital Analysts LLC
Pennsylvania
$496K -$40.9K -250 -8%
PCM
1146
Poehling Capital Management
Wisconsin
$496K +$163 +1 +0%
FIM
1147
Freedom Investment Management
Connecticut
$496K -$161K -983 -24%
MFG
1148
Magnus Financial Group
New York
$495K +$163 +1 +0%
CT
1149
Chicago Trust
Illinois
$494K +$1.31K +8 +0.3%
PSB
1150
Passumpsic Savings Bank
Vermont
$494K +$494K +3,024 New