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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 %
AIC
1701
Archer Investment Corporation
Indiana
$85.9K +$817 +5 +1%
KFS
1702
Kelly Financial Services
Massachusetts
$85.3K +$327 +2 +0.4%
BCMLT
1703
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.1K +$35.8K +219 +76%
SIS
1704
Sound Income Strategies
Florida
$82.5K -$163 -1 -0.2%
APW
1705
Acima Private Wealth
Virginia
$81.7K
CWA
1706
Core Wealth Advisors
Florida
$81.7K
FFWM
1707
Future Financial Wealth Management
Ohio
$81.7K +$81.7K +500 New
IRAG
1708
Investment Research & Advisory Group
Georgia
$81.7K +$81.7K +500 New
KFI
1709
Key Financial Inc
Pennsylvania
$80.9K
EBA
1710
Eagle Bay Advisors
New York
$80.2K -$2.94K -18 -4%
POIA
1711
Pin Oak Investment Advisors
Texas
$79K -$30K -184 -28%
NFSG
1712
Newbridge Financial Services Group
Florida
$76.1K -$76.8K -470 -50%
DWS
1713
Dynamic Wealth Strategies
California
$76K -$293K -1,785 -79%
LFA
1714
Legend Financial Advisors
Pennsylvania
$73.7K -$24.5K -150 -25%
LCM
1715
Lynwood Capital Management
Ontario, Canada
$73.5K +$73.5K +450 New
ITIM
1716
Indiana Trust & Investment Management
Indiana
$72.7K +$72.7K +445 New
C
1717
Covestor
United Kingdom
$69K -$126K -768 -65%
FCA
1718
FinTrust Capital Advisors
South Carolina
$63.9K +$327 +2 +0.5%
PP
1719
PrairieView Partners
Minnesota
$63K
EA
1720
Evolution Advisers
Virginia
$63K
TIM
1721
Tortoise Investment Management
New York
$62.4K +$29.6K +181 +90%
TFIPS
1722
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.8K
EFP
1723
EnRich Financial Partners
Wisconsin
$58.8K +$58.8K +360 New
RA
1724
Rational Advisors
New York
$58K -$17.3K -106 -23%
NF
1725
Norwood Financial
Pennsylvania
$58K