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Phillips 66

1,864 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
1,864
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.02%
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 %
CAC
1751
Core Alternative Capital
Georgia
$38.5K -$144K -882 -79%
FUBT
1752
First United Bank & Trust
Maryland
$38.4K
TFM
1753
TFC Financial Management
Massachusetts
$37.8K +$326 +2 +0.9%
TFGT
1754
TS Financial Group (TSFG)
Illinois
$37K
WB
1755
Webster Bank
Connecticut
$36.8K +$8.33K +51 +29%
AS
1756
Altshuler Shaham
Israel
$36.8K +$36.8K +225 New
FPB
1757
First PREMIER Bank
South Dakota
$36K +$6.8K +41 +23%
MBFW
1758
Morton Brown Family Wealth
Pennsylvania
$35.3K -$327 -2 -0.9%
FCMT
1759
Founders Capital Management (Texas)
Texas
$35.1K
GJIA
1760
Glass Jacobson Investment Advisors
Maryland
$34.5K
SRCM
1761
Signature Resources Capital Management
California
$33.3K
HI
1762
Hoey Investments
Pennsylvania
$32.7K
GA
1763
GoalVest Advisory
New York
$32.7K
FWA
1764
FSC Wealth Advisors
New York
$32.5K -$52.8K -323 -62%
UOTTAIMCU
1765
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$32K +$32K +196 New
CMP
1766
Coston McIsaac & Partners
Maine
$32K
BFPW
1767
BOK Financial Private Wealth
Colorado
$31.5K -$66.2K -405 -68%
RWM
1768
Ruedi Wealth Management
Illinois
$31K +$15.7K +96 +102%
SCM
1769
Silvant Capital Management
Georgia
$30.4K
BBPWM
1770
Blue Bell Private Wealth Management
Pennsylvania
$29.6K -$817 -5 -3%
OA
1771
Operose Advisors
Wisconsin
$28.7K
AF
1772
Arrow Financial
New York
$28.6K
FFO
1773
Fortitude Family Office
Arizona
$28.4K
RWA
1774
Redmont Wealth Advisors
Illinois
$28.4K +$28.4K +174 New
BAM
1775
Byrne Asset Management
New Jersey
$28.3K