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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 %
WA
1476
Wambolt & Associates
Colorado
$261K -$7.51K -46 -3%
MIS
1477
Morningstar Investment Services
Illinois
$260K -$160K -1,006 -38%
TWM
1478
Tradition Wealth Management
Minnesota
$259K -$40.5K -248 -14%
PFA
1479
Pure Financial Advisors
California
$258K +$258K +1,582 New
BFM
1480
Boothbay Fund Management
New York
$258K +$258K +1,582 New
ERIM
1481
Eagle Ridge Investment Management
Connecticut
$258K
SC
1482
Sapient Capital
Indiana
$257K -$11.8K -72 -4%
AA
1483
Advisory Alpha
Michigan
$257K -$1.96K -12 -0.8%
SQA
1484
Simon Quick Advisors
New Jersey
$256K +$256K +1,569 New
SW
1485
SlateStone Wealth
Florida
$256K
ST
1486
Smithfield Trust
Pennsylvania
$256K +$19.3K +117 +8%
PWM
1487
Paulson Wealth Management
Illinois
$255K -$8.49K -52 -3%
CWM
1488
Compass Wealth Management
Connecticut
$255K
JWM
1489
Janiczek Wealth Management
Colorado
$255K +$7.52K +46 +3%
CT
1490
Coastline Trust
Rhode Island
$255K -$119K -726 -32%
LAM
1491
L2 Asset Management
Massachusetts
$254K +$254K +1,558 New
TA
1492
TrueWealth Advisors
Alabama
$254K +$254K +1,556 New
RCM
1493
Radnor Capital Management
Pennsylvania
$254K
FPGT
1494
Financial Partners Group (Tennessee)
Tennessee
$253K -$231K -1,415 -48%
CAM
1495
Columbia Asset Management
Michigan
$250K
LIM
1496
Loudon Investment Management
New Hampshire
$249K -$16.3K -100 -6%
OPA
1497
Old Port Advisors
Maine
$248K +$248K +1,518 New
FOA
1498
Five Oceans Advisors
California
$248K +$490 +3 +0.2%
SAM
1499
Secure Asset Management
Michigan
$248K +$1.47K +9 +0.6%
WFI
1500
West Family Investments
California
$247K +$247K +1,515 New