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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 %
CB
1626
Centennial Bank
Arkansas
$195K
HCM
1627
Highlander Capital Management
New Jersey
$195K -$60.3K -369 -24%
GWP
1628
Gen-Wealth Partners
Michigan
$193K +$193K +1,182 New
GBT
1629
Grove Bank & Trust
Florida
$192K
TFA
1630
Transamerica Financial Advisors
Florida
$188K -$9.33K -57 -5%
RTC
1631
Riverview Trust Company
Washington
$183K +$183K +1,119 New
AF
1632
Advisornet Financial
Minnesota
$182K -$26.5K -162 -13%
ME
1633
McIlrath & Eck
Washington
$179K +$163 +1 +0.1%
SAM
1634
Smartleaf Asset Management
Massachusetts
$179K -$197K -1,240 -52%
RFA
1635
Register Financial Advisors
Georgia
$176K +$176K +1,079 New
GAA
1636
Global Assets Advisory
Florida
$176K +$176K +28,748 New
PPWM
1637
PFG Private Wealth Management
Florida
$174K +$2.94K +18 +2%
HFS
1638
Hantz Financial Services
Michigan
$167K +$1.79K +11 +1%
MFC
1639
Mechanics Financial Corp
Ohio
$163K
CFD
1640
Creative Financial Designs
Indiana
$163K -$5.06K -31 -3%
CSB
1641
City State Bank
Iowa
$160K +$22.3K +136 +16%
CA
1642
Continuum Advisory
Idaho
$158K +$158K +1,069 New
GTAM
1643
Global Trust Asset Management
Florida
$157K
MSFP
1644
Mark Sheptoff Financial Planning
Connecticut
$157K
VNA
1645
Valley National Advisers
Pennsylvania
$151K -$3.58K -22 -2%
EWM
1646
Evermay Wealth Management
Virginia
$147K -$653 -4 -0.4%
CFO
1647
CVA Family Office
Colorado
$145K +$490 +3 +0.3%
FHA
1648
First Horizon Advisors
Tennessee
$140K -$15.4K -94 -10%
GC
1649
Garde Capital
Washington
$139K -$62.3K -383 -31%
GI
1650
Gradient Investments
Minnesota
$139K -$30.9K -189 -18%