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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 %
KBC Group
201
KBC Group
Belgium
$15.5M -$155K -950 -1%
Retirement Systems of Alabama
202
Retirement Systems of Alabama
Alabama
$15.5M -$336K -2,055 -2%
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$15.5M -$869K -5,322 -5%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M -$318K -1,947 -2%
MNG
205
Manning & Napier Group
New York
$15.3M -$1.23M -7,516 -7%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$14.8M +$13.5M +82,949 +1,048%
AAM
207
Advisors Asset Management
Colorado
$14.8M -$930K -5,695 -6%
AHC
208
Adell Harriman & Carpenter
Texas
$14.8M -$130K -797 -0.9%
MCM
209
Mattern Capital Management
Colorado
$14.7M -$1.46M -8,960 -9%
AB
210
Amalgamated Bank
New York
$14.7M -$4.95M -30,311 -25%
SCM
211
SKBA Capital Management
California
$14.7M -$155K -950 -1%
II
212
IFM Investors
Australia
$14.5M -$196K -1,201 -1%
TPSF
213
Texas Permanent School Fund
Texas
$14.5M -$319K -1,952 -2%
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$14.4M -$51M -312,217 -78%
Macquarie Group
215
Macquarie Group
Australia
$14.2M -$189K -1,155 -1%
GC
216
Guggenheim Capital
Illinois
$14M -$1.79M -10,971 -11%
NA
217
NewEdge Advisors
Louisiana
$13.9M -$898K -5,500 -6%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$13.6M +$43.4K +266 +0.3%
HIMC
219
Heritage Investors Management Corp
Maryland
$13.6M -$426K -2,606 -3%
CGH
220
Crossmark Global Holdings
Texas
$13.6M -$115K -706 -0.8%
NA
221
Navellier & Associates
Nevada
$13.6M -$467K -2,856 -3%
CIA
222
CCM Investment Advisers
South Carolina
$13.3M -$2.34M -14,299 -15%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$13.3M -$196K -1,200 -1%
MDCM
224
Morgan Dempsey Capital Management
Wisconsin
$13.2M -$1.37M -8,385 -9%
BMCM
225
Bryn Mawr Capital Management
Pennsylvania
$12.9M -$50.3K -308 -0.4%