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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 %
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
$18.5M -$24.7M -151,311 -57%
AIG
177
American International Group
New York
$18.4M -$470K -2,878 -2%
ABC
178
Associated Banc-Corp
Wisconsin
$18.3M -$81.7K -500 -0.4%
RJT
179
Raymond James Trust
Florida
$18.2M -$1.08M -6,620 -6%
SOAMC
180
Spirit of America Management Corp
New York
$18.2M -$2.76M -16,900 -13%
HIP
181
HUB Investment Partners
Texas
$18.2M +$516K +3,161 +3%
MAM
182
Martingale Asset Management
Massachusetts
$18.1M -$1.44M -8,797 -7%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$17.9M +$1.38M +8,471 +8%
SBCM
184
Schwerin Boyle Capital Management
Massachusetts
$17.8M -$7.84K -48 -0%
SPIA
185
Steward Partners Investment Advisory
New York
$17.8M +$16.2K +99 +0.1%
SPS
186
Susquehanna Portfolio Strategies
Pennsylvania
$17.7M
IMRF
187
Illinois Municipal Retirement Fund
Illinois
$17.6M +$1M +6,124 +6%
LKIM
188
Lawson Kroeker Investment Management
Nebraska
$17.6M -$330K -2,019 -2%
RCYC
189
Richard C. Young & Co
Rhode Island
$17.4M -$105K -641 -0.6%
FP
190
Foundry Partners
Minnesota
$17.4M -$708K -4,337 -4%
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$17.1M -$7.88M -48,235 -32%
IIM
192
INTECH Investment Management
Florida
$16.9M -$35.6M -217,777 -68%
HLCM
193
Hi-Line Capital Management
South Dakota
$16.7M -$228K -1,395 -1%
MIM
194
MetLife Investment Management
New Jersey
$16.5M -$985K -6,030 -6%
GF
195
Gabelli Funds
New York
$16.4M -$8.98M -55,000 -35%
Mirae Asset Global Investments
196
Mirae Asset Global Investments
South Korea
$16.4M +$4.87M +39,775 +42%
CIBC World Market
197
CIBC World Market
Ontario, Canada
$16.4M +$12.9M +78,954 +373%
BG
198
Bollard Group
Massachusetts
$16M +$236K +1,447 +2%
CWM
199
CIBC World Markets
New York
$15.7M -$79.5M -486,729 -84%
KPWS
200
Kestra Private Wealth Services
Texas
$15.6M -$3.91M -23,932 -20%