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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 %
XSC
1426
X-Square Capital
Puerto Rico
$280K -$21.6K -151 -7%
CFA
1427
Cahill Financial Advisors
Minnesota
$280K +$31.8K +195 +13%
MPAM
1428
Murphy Pohlad Asset Management
Minnesota
$280K -$22.9K -140 -8%
ANBT
1429
American National Bank & Trust
Texas
$280K -$19.6K -120 -7%
SCM
1430
Spring Capital Management
Texas
$278K +$278K +1,705 New
BWCS
1431
Beirne Wealth Consulting Services
Connecticut
$278K -$19.6K -120 -7%
CIG
1432
Cascade Investment Group
Colorado
$278K +$16.3K +100 +6%
CF
1433
Clarity Financial
Texas
$278K +$278K +1,700 New
FCM
1434
Fourpath Capital Management
Oklahoma
$275K +$1.31K +8 +0.5%
PWG
1435
Portside Wealth Group
Utah
$275K -$256K -1,565 -48%
PNC
1436
Park National Corp
Ohio
$275K -$33.8K -207 -11%
CF
1437
Centaurus Financial
California
$275K -$26.1K -160 -9%
WP
1438
Wealthspan Partners
Iowa
$275K +$4.08K +25 +2%
LHC
1439
Little House Capital
Massachusetts
$274K -$19.4K -119 -7%
WRPWM
1440
Werba Rubin Papier Wealth Management
California
$273K -$19.6K -120 -7%
APC
1441
Aspire Private Capital
North Carolina
$273K
FTC
1442
Farmers Trust Company
Ohio
$272K +$272K +1,667 New
GG
1443
Greenwood Gearhart
Arkansas
$272K
CIM
1444
Contravisory Investment Management
Massachusetts
$272K -$6.04K -37 -2%
CAAS
1445
Capital Asset Advisory Services
Michigan
$271K +$271K +1,586 New
PWLP
1446
Prio Wealth Limited Partnership
Massachusetts
$271K -$1.63K -10 -0.6%
PAMG
1447
Patton Albertson Miller Group
Tennessee
$271K -$33.5K -205 -11%
OCM
1448
Objective Capital Management
Ohio
$270K -$653 -4 -0.2%
CA
1449
CoreCap Advisors
Michigan
$270K -$111K -682 -29%
DDPIC
1450
Deroy & Devereaux Private Investment Counsel
Michigan
$270K