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Phillips 66

1,778 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.07%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
675
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
226
Macquarie Group
Australia
$11.8M -$510K -3,828 -4%
NA
227
Navellier & Associates
Nevada
$11.4M +$230K +1,728 +2%
HIMC
228
Heritage Investors Management Corp
Maryland
$11.4M -$247K -1,857 -2%
FFP
229
FourThought Financial Partners
Florida
$11.3M -$136K -1,022 -1%
CGH
230
Crossmark Global Holdings
Texas
$11.1M -$136K -1,019 -1%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$11M -$73.2K -550 -0.7%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$11M -$593K -4,455 -5%
APF
233
Alaska Permanent Fund
Alaska
$11M -$108K -809 -1%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$11M +$398K +2,992 +4%
ProShare Advisors
235
ProShare Advisors
Maryland
$10.8M -$2.73M -20,497 -20%
JFG
236
Jefferies Financial Group
New York
$10.6M +$10.6M +79,500 +49,688%
BMCM
237
Bryn Mawr Capital Management
Pennsylvania
$10.6M -$5.66M -42,523 -35%
GW
238
GW & Wade
Massachusetts
$10.5M +$319K +2,396 +3%
ERP
239
Eldred Rock Partners
Texas
$10.4M +$10.4M +78,128 New
AAIS
240
ABN AMRO Investment Solutions
$10.4M -$1.97M -14,800 -16%
DIP
241
DT Investment Partners
Pennsylvania
$10.4M
NL
242
NKCFO LLC
Illinois
$10.3M +$3.06M +23,000 +42%
Calamos Advisors
243
Calamos Advisors
Illinois
$10.3M -$135K -1,011 -1%
URS
244
Utah Retirement Systems
Utah
$10.3M -$266K -2,000 -3%
CNB
245
Czech National Bank
Czech Republic
$10.3M -$103K -772 -1%
SW
246
SteelPeak Wealth
California
$10.2M +$9.8M +73,569 +2,529%
RIA
247
RPG Investment Advisory
California
$10.1M +$61.8K +464 +0.6%
PHAM
248
Pacific Heights Asset Management
California
$9.99M
MIM
249
Marco Investment Management
Georgia
$9.89M +$12K +90 +0.1%
PR
250
Payden & Rygel
California
$9.87M