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 %
TWM
1351
Trueblood Wealth Management
Ohio
$319K -$37.4K -229 -10%
FTWA
1352
Fifth Third Wealth Advisors
Ohio
$319K +$319K +1,952 New
SFI
1353
SPC Financial Inc
Maryland
$317K +$16.3K +100 +5%
EGM
1354
Engineers Gate Manager
New York
$317K -$864K -5,287 -73%
AC
1355
AlphaCore Capital
California
$317K +$317K +1,940 New
TAM
1356
Trillium Asset Management
Massachusetts
$315K
MNBTD
1357
Moody National Bank Trust Division
Texas
$315K
PMSA
1358
Patrick M. Sweeney & Associates
Illinois
$314K +$19.1K +117 +6%
BWP
1359
Baldwin Wealth Partners
Massachusetts
$313K -$22.5K -138 -7%
VC
1360
Vestor Capital
Illinois
$312K +$32.7K +200 +12%
LA
1361
LVW Advisors
New York
$312K +$49.5K +303 +19%
CHA
1362
Carmichael Hill & Associates
Maryland
$311K +$1.14K +7 +0.4%
IAS
1363
Investment Advisory Services
Texas
$311K +$327 +2 +0.1%
XS
1364
XR Securities
Illinois
$311K +$311K +1,903 New
BDFN
1365
Bond & Devick Financial Network
Minnesota
$311K
WSCM
1366
Wellington Shields Capital Management
New York
$309K
TP
1367
Tranquility Partners
Tennessee
$309K +$4.08K +25 +1%
RFA
1368
Resurgent Financial Advisors
Georgia
$309K +$141K +864 +84%
CBFP
1369
Cedar Brook Financial Partners
Ohio
$309K +$12.4K +76 +4%
WPC
1370
Waters Parkerson & Co
Louisiana
$308K -$24.5K -150 -7%
LWM
1371
Liberty Wealth Management
California
$308K -$3.59K -22 -1%
DJSG
1372
D.J. St. Germain
Massachusetts
$308K -$7.51K -46 -2%
LF
1373
LifePlan Financial
Minnesota
$307K -$12.3K -75 -4%
BIAS
1374
Beacon Investment Advisory Services
New Jersey
$307K +$307K +1,879 New
LPT
1375
Legacy Private Trust
Wisconsin
$307K +$9.15K +56 +3%