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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 %
CRIG
1601
Charter Research & Investment Group
Connecticut
$208K +$208K +1,273 New
LFG
1602
Larson Financial Group
Missouri
$207K +$51.8K +317 +33%
OHWP
1603
Oak Harbor Wealth Partners
North Carolina
$207K +$207K +1,267 New
DWM
1604
Dopkins Wealth Management
New York
$207K +$207K +1,265 New
MCM
1605
Marathon Capital Management
Maryland
$206K -$2.23M -13,650 -92%
AFS
1606
Axiom Financial Strategies
Indiana
$206K +$206K +1,264 New
HCM
1607
Hengehold Capital Management
Ohio
$206K +$206K +1,263 New
DBIA
1608
Dumont & Blake Investment Advisors
New Jersey
$206K -$52.3K -320 -20%
DFCM
1609
Dark Forest Capital Management
Puerto Rico
$206K +$206K +1,262 New
JPWM
1610
Jamison Private Wealth Management
Georgia
$206K +$2.45K +15 +1%
CAL
1611
Capital Advisors Ltd
Ohio
$206K +$3.75K +23 +2%
HIC
1612
Holderness Investments Company
North Carolina
$206K +$206K +1,259 New
MFG
1613
Mosaic Financial Group
Illinois
$205K +$205K +1,254 New
SPWG
1614
Syntegra Private Wealth Group
Missouri
$205K +$205K +1,254 New
LA
1615
Legacy Advisors
Pennsylvania
$205K -$85.4K -523 -29%
OAM
1616
Occidental Asset Management
California
$204K +$204K +1,251 New
JAIC
1617
Josh Arnold Investment Consultant
Minnesota
$204K +$204K +1,250 New
SN
1618
Sittner & Nelson
Oregon
$204K
PWAM
1619
Pinnacle West Asset Management
Wyoming
$204K +$204K +1,250 New
TF
1620
Tompkins Financial
New York
$203K -$49K -300 -19%
ONST
1621
Old North State Trust
North Carolina
$203K +$203K +1,244 New
TFF
1622
The Family Firm
Maryland
$203K +$203K +1,242 New
TIA
1623
Tandem Investment Advisors
South Carolina
$202K +$202K +1,237 New
BFM
1624
Boston Financial Management
Massachusetts
$201K +$201K +1,233 New
PBK
1625
Peoples Bank (Kansas)
Kansas
$201K -$6.37K -39 -3%