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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 %
VWM
1801
Valley Wealth Managers
New Jersey
$16.3K -$12.3K -75 -43%
VAMG
1802
Voisard Asset Management Group
Michigan
$16.3K
LF
1803
LifeSteps Financial
California
$16.3K +$16.3K +100 New
BC
1804
Barrett & Company
Rhode Island
$16.2K
AWM
1805
Abound Wealth Management
Tennessee
$15.6K +$652 +4 +4%
PA
1806
PSI Advisors
Florida
$15.4K -$5.88K -36 -28%
VWA
1807
Valued Wealth Advisors
Utah
$15.2K +$7.02K +43 +86%
CPBTD
1808
Central Pacific Bank - Trust Division
Hawaii
$14.5K +$14.5K +89 New
LI
1809
LRI Investments
Florida
$14K +$14K +86 New
PA
1810
Pineridge Advisors
Missouri
$13.9K -$6.71K -41 -33%
IWP
1811
IAG Wealth Partners
Wisconsin
$13.9K +$13.9K +85 New
MAM
1812
Marquette Asset Management
Minnesota
$13.7K +$13.7K +84 New
TFIAP
1813
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.1K +$13.1K +80 New
SWC
1814
Spectrum Wealth Counsel
Indiana
$12.3K
HWM
1815
HighMark Wealth Management
Minnesota
$11.9K +$163 +1 +1%
CTB
1816
Country Trust Bank
Illinois
$10.9K +$7.84K +48 +253%
BWL
1817
Bogart Wealth LLC
Virginia
$10.6K
AP
1818
Atwood & Palmer
Missouri
$10.5K +$10.3K +63 +6,300%
FP
1819
Financial Perspectives
Minnesota
$10.3K
AEPWM
1820
Atlantic Edge Private Wealth Management
Florida
$9.8K
S
1821
Sachetta
Massachusetts
$9.32K
CFFP
1822
Center for Financial Planning
Michigan
$9.31K +$8.17K +50 +714%
RTL
1823
Red Tortoise LLC
Georgia
$9.15K
FSWA
1824
Financial Synergies Wealth Advisors
Texas
$8.99K -$52.8K -323 -85%
CYG
1825
Clean Yield Group
Vermont
$8.98K -$4.57K -28 -34%