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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 %
SFS
1176
Sharp Financial Services
Pennsylvania
$463K -$42.3K -259 -8%
GJWM
1177
Gilliland Jeter Wealth Management
Arkansas
$462K
CCMG
1178
Clark Capital Management Group
Pennsylvania
$460K +$460K +2,819 New
SFS
1179
Stiles Financial Services
Minnesota
$459K +$2.24K +14 +0.5%
HVIA
1180
Hudson Valley Investment Advisors
New York
$459K -$469K -2,869 -51%
IAMOG
1181
Investors Asset Management of Georgia
Georgia
$458K -$131K -800 -22%
CCG
1182
Catalina Capital Group
California
$456K +$147K +900 +48%
PTC
1183
Petrus Trust Company
Texas
$455K +$455K +2,786 New
AG
1184
AlTi Global
New York
$455K -$9.74M -59,624 -96%
GRP
1185
Global Retirement Partners
California
$455K +$13.4K +82 +3%
KCM
1186
Kanawha Capital Management
Virginia
$454K -$16.3K -100 -3%
FCP
1187
Fidelis Capital Partners
Florida
$451K +$9.15K +56 +2%
CCFCSB
1188
Cape Cod Five Cents Savings Bank
Massachusetts
$449K -$57.5K -352 -11%
IWA
1189
IVC Wealth Advisors
Pennsylvania
$447K -$1.96K -12 -0.4%
BTI
1190
Blue Trust Inc
Georgia
$446K -$142K -869 -24%
LWANC
1191
Laurel Wealth Advisors (North Carolina)
North Carolina
$446K
IAS
1192
Insigneo Advisory Services
Florida
$445K -$9.96K -61 -2%
RA
1193
Ruggaard & Associates
Ohio
$445K +$11.3K +69 +3%
TSW
1194
Thompson Siegel & Walmsley
Virginia
$441K -$8.17K -50 -2%
EI
1195
Ethic Inc
New York
$440K +$16.3K +100 +4%
MMG
1196
Monetary Management Group
Missouri
$437K
PK
1197
Pflug Koory
Nebraska
$436K
HC
1198
Hamilton Capital
Ohio
$436K +$37.9K +232 +10%
RBFC
1199
Roman Butler Fullerton & Co
Missouri
$431K -$19K -121 -4%
SAI
1200
Savvy Advisors Inc
New York
$430K +$2.78K +17 +0.6%