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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 %
DCM
1401
Donaldson Capital Management
Indiana
$294K -$1.63K -10 -0.6%
KCFA
1402
Key Client Fiduciary Advisors
New Jersey
$293K +$293K +1,795 New
NQWM
1403
Northwest Quadrant Wealth Management
Oregon
$292K +$1.63K +10 +0.6%
V
1404
ViaWealth
Kansas
$292K +$327 +2 +0.1%
KCM
1405
KRS Capital Management
Michigan
$292K +$1.14K +7 +0.4%
DC
1406
Diametric Capital
Massachusetts
$292K +$292K +1,787 New
CBT
1407
Central Bank & Trust
Kentucky
$290K
NB
1408
Nicolet Bankshares
Wisconsin
$290K
HC
1409
Hourglass Capital
Texas
$289K
SMA
1410
Sage Mountain Advisors
Georgia
$289K -$74.6K -457 -21%
SWMP
1411
Signature Wealth Management Partners
New Jersey
$288K -$5.72K -35 -2%
IGWM
1412
ICA Group Wealth Management
Colorado
$287K +$41.8K +256 +17%
PFA
1413
Pinnacle Family Advisors
Missouri
$286K +$1.8K +11 +0.6%
AFG
1414
ABLE Financial Group
Arizona
$286K -$9.96K -61 -3%
CPW
1415
Crestmont Private Wealth
Texas
$285K +$8K +49 +3%
CFG
1416
Cooper Financial Group
California
$285K +$26.8K +164 +10%
TTWM
1417
TCV Trust & Wealth Management
Virginia
$285K
BONH
1418
Bank of New Hampshire
New Hampshire
$285K
CA
1419
Claro Advisors
Massachusetts
$284K +$12.3K +75 +5%
ACI
1420
Alpha Cubed Investments
California
$284K -$15.8K -97 -5%
AC
1421
Avestar Capital
New York
$283K +$283K +1,734 New
NC
1422
NovaPoint Capital
Georgia
$283K +$817 +5 +0.3%
BFAG
1423
Blackston Financial Advisory Group
Florida
$282K -$320K -1,960 -53%
MFG
1424
MidWestOne Financial Group
Iowa
$282K
CIG
1425
Cullen Investment Group
Louisiana
$281K -$11.7K -69 -4%