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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 %
EW
1451
Evoke Wealth
California
$270K +$270K +1,653 New
SRA
1452
Secured Retirement Advisors
Minnesota
$269K -$1.02M -6,270 -79%
SPWM
1453
Schrum Private Wealth Management
Florida
$268K +$268K +1,642 New
CC
1454
Chicago Capital
Illinois
$268K
FSA
1455
Fort Sheridan Advisors
Illinois
$268K +$5.72K +35 +2%
SLC
1456
Second Line Capital
Louisiana
$268K +$268K +1,642 New
BFO
1457
Biltmore Family Office
North Carolina
$268K
BFIM
1458
Beese Fulmer Investment Management
Ohio
$268K -$4.9K -30 -2%
AL
1459
Aspiriant LLC
California
$267K +$267K +1,637 New
PCTC
1460
Perkins Coie Trust Company
Washington
$267K
LWL
1461
Leo Wealth LLC
Texas
$267K +$490 +3 +0.2%
TIA
1462
Tiemann Investment Advisors
California
$266K
CTWM
1463
Cherry Tree Wealth Management
Minnesota
$266K -$22.4K -137 -8%
HIP
1464
Harrell Investment Partners
Texas
$266K -$16.5K -101 -6%
HWMT
1465
Heritage Wealth Management (Texas)
Texas
$266K
IWN
1466
Independent Wealth Network
Iowa
$266K +$15.8K +97 +6%
BCG
1467
Breakwater Capital Group
New Jersey
$265K
KP
1468
Keel Point
Alabama
$264K +$264K +1,619 New
AP
1469
Adero Partners
California
$264K +$264K +1,616 New
FWTB
1470
First Western Trust Bank
Colorado
$264K -$394K -2,413 -60%
VC
1471
Vicus Capital
Pennsylvania
$263K +$263K +1,611 New
CFS
1472
CRA Financial Services
New Jersey
$263K -$10.9K -67 -4%
FC
1473
Forte Capital
New York
$262K
FFA
1474
Founders Financial Alliance
North Carolina
$262K +$9.64K +59 +4%
NC
1475
NBW Capital
Massachusetts
$261K +$261K +1,598 New