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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 %
PHS
1301
Pekin Hardy Strauss
Illinois
$354K +$68.6K +420 +24%
FTIS
1302
First Trust Investment Solutions
Florida
$352K +$352K +2,153 New
TNB
1303
Thomasville National Bank
Georgia
$349K +$5.39K +33 +2%
FRA
1304
Front Row Advisors
California
$349K +$261K +1,600 +299%
LWA
1305
Lantern Wealth Advisors
New York
$348K +$4.08K +25 +1%
PWW
1306
Pettyjohn Wood & White
Virginia
$345K -$4.08K -25 -1%
NWM
1307
Northcape Wealth Management
New York
$345K -$113K -694 -25%
CMS
1308
Capital Market Strategies
Florida
$344K -$14.2K -87 -4%
TPI
1309
Trust Point Inc
Wisconsin
$344K
EDRH
1310
Edmond de Rothschild Holding
Switzerland
$344K -$369K -2,258 -52%
H
1311
HoyleCohen
California
$341K -$3.27K -20 -0.9%
DC
1312
Defender Capital
North Carolina
$339K +$6.04K +37 +2%
KA
1313
KLCM Advisors
Wisconsin
$338K -$27K -165 -7%
PCA
1314
Pallas Capital Advisors
Massachusetts
$337K +$14.7K +90 +5%
MAG
1315
M3 Advisory Group
Massachusetts
$337K +$15K +92 +5%
FFA
1316
Fortune Financial Advisors
Kansas
$336K
AW
1317
Apricus Wealth
South Carolina
$335K -$2.63M -16,100 -89%
EGA
1318
Eagle Global Advisors
Texas
$333K
SL
1319
Sentry LLC
Tennessee
$333K -$653 -4 -0.2%
CWM
1320
Cabot Wealth Management
Massachusetts
$332K
NGA
1321
Naples Global Advisors
Florida
$332K +$38.4K +235 +13%
ST
1322
Sentinel Trust
Texas
$332K
NSAM
1323
North Star Asset Management
Wisconsin
$331K -$2.78K -17 -0.8%
ADL
1324
Asset Dedication LLC
California
$331K -$18.8K -115 -5%
MGAM
1325
McGowan Group Asset Management
Texas
$330K