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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 %
LIM
1776
Lagoda Investment Management
New York
$27.8K
FFC
1777
First Financial Corp
Indiana
$27.6K -$50.1K -307 -64%
SWA
1778
SOA Wealth Advisors
New York
$26.9K
RCM
1779
Raleigh Capital Management
North Carolina
$26.8K -$9.47K -58 -26%
LB
1780
Legacy Bridge
Iowa
$26.3K
AWM
1781
Atticus Wealth Management
Florida
$26.1K
GKIM
1782
GW&K Investment Management
Massachusetts
$26K -$994 -6 -4%
KFP
1783
Keener Financial Planning
Texas
$26K +$26K +159 New
WWM
1784
Wolff Wiese Magana
California
$26K
CA
1785
Crewe Advisors
Utah
$24.8K +$24.8K +152 New
LAM
1786
Lummis Asset Management
Texas
$24.5K -$467K -2,861 -95%
HB
1787
Horizon Bancorp
Indiana
$24K
VWWMG
1788
Vermillion & White Wealth Management Group
Pennsylvania
$22.9K
CIR
1789
Clear Investment Research
Georgia
$22.5K +$163 +1 +0.7%
MIA
1790
MeadowBrook Investment Advisors
Michigan
$22.4K
SC
1791
Stephens Consulting
Michigan
$21.7K
HGERS
1792
Householder Group Estate & Retirement Specialist
Arizona
$20.4K
NBT
1793
Northwest Bank & Trust
Iowa
$19.8K
BFS
1794
Burkett Financial Services
South Carolina
$19.4K +$163 +1 +0.8%
TC
1795
Truvestments Capital
Florida
$19.3K
RCM
1796
Richardson Capital Management
Wisconsin
$18.8K +$18.8K +115 New
FCT
1797
First Community Trust
Iowa
$18.1K
RBC
1798
Roble Belko & Company
Pennsylvania
$18K -$8.51K -52 -32%
LFA
1799
LGT Financial Advisors
Texas
$17K
BL
1800
BFSG LLC
California
$16.8K -$81.3K -498 -83%