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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 %
FFL
1826
Financial Freedom LLC
Ohio
$8.17K
PCWA
1827
Pacific Capital Wealth Advisors
California
$7.68K +$2.78K +17 +57%
BCPWM
1828
Bradley & Co Private Wealth Management
Florida
$7.19K
RDIA
1829
RE Dickinson Investment Advisors
Iowa
$7K
MCA
1830
Maryland Capital Advisors
Maryland
$6.86K -$653 -4 -9%
PCMC
1831
Planning Capital Management Corporation
Pennsylvania
$6.86K +$1.47K +9 +27%
CMA
1832
Cedar Mountain Advisors
Oregon
$6.86K
HCM
1833
Horrell Capital Management
Arkansas
$6K
DPW
1834
DiNuzzo Private Wealth
Pennsylvania
$5.72K +$163 +1 +3%
CQS
1835
Credential Qtrade Securities
$5.23K
T
1836
Tidemark
California
$5.06K
HWP
1837
Highline Wealth Partners
California
$4.9K
CTC
1838
Cetera Trust Company
Minnesota
$4.9K
AFWM
1839
Abich Financial Wealth Management
Virginia
$4.74K -$120K -736 -96%
CFS
1840
CGC Financial Services
Oregon
$4.57K
OLVIG
1841
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K -$1.8K -11 -30%
FWM
1842
FSA Wealth Management
Massachusetts
$4.13K
TCPG
1843
Trivant Custom Portfolio Group
California
$4.08K
DAM
1844
Delta Asset Management
Tennessee
$4.08K
PVH
1845
Psagot Value Holdings
Israel
$4K
W
1846
WealthCollab
Washington
$3.92K -$3.27K -20 -45%
MIM
1847
Macroview Investment Management
Maryland
$3.43K
IHWM
1848
Iron Horse Wealth Management
Iowa
$3.27K
CP
1849
Castleview Partners
Texas
$3.27K +$980 +6 +43%
TWD
1850
True Wealth Design
Ohio
$2.94K +$1.47K +9 +100%