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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 %
PAS
301
Park Avenue Securities
New York
$7.19M +$58.1K +436 +0.8%
BCM
302
Bridgeway Capital Management
Texas
$7.18M +$879K +6,600 +14%
CB
303
Commerce Bank
Missouri
$7.11M -$31.3K -235 -0.4%
BKA
304
Brick & Kyle Associates
Pennsylvania
$7.11M -$21.7K -163 -0.3%
WCMNY
305
Westchester Capital Management (New York)
New York
$7.11M +$7.11M +53,400 New
NAM
306
Nissay Asset Management
Japan
$7.1M +$24K +180 +0.3%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$7.07M -$375K -2,813 -5%
KCM
308
Kornitzer Capital Management
Kansas
$7.04M +$3.46K +26 +0%
BCMO
309
Buckingham Capital Management (Ohio)
Ohio
$7.03M -$147K -1,101 -2%
KNW
310
Kesler Norman & Wride
Utah
$7M -$7.32K -55 -0.1%
SIC
311
Salem Investment Counselors
North Carolina
$6.94M +$212K +1,589 +3%
Pathstone Holdings
312
Pathstone Holdings
New Jersey
$6.94M +$6.94M +52,131 New
LIM
313
Leavell Investment Management
Alabama
$6.92M -$31.4K -236 -0.5%
DI
314
Disciplined Investments
Oklahoma
$6.88M -$26.4K -198 -0.4%
PI
315
PGGM Investments
Netherlands
$6.86M -$568K -4,264 -8%
TRCT
316
Tower Research Capital (TRC)
New York
$6.85M +$3.24M +24,339 +90%
BCIM
317
British Columbia Investment Management
British Columbia, Canada
$6.82M +$1.27M +9,550 +23%
FFIC
318
First Fiduciary Investment Counsel
Ohio
$6.76M -$72K -541 -1%
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$6.71M -$219K -1,645 -3%
BPA
320
Beacon Pointe Advisors
California
$6.7M +$407K +3,055 +6%
RC
321
RBF Capital
California
$6.66M
Wealthfront Advisers
322
Wealthfront Advisers
California
$6.48M +$124K +935 +2%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$6.47M +$1.4M +10,536 +28%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$6.47M +$96.1K +722 +2%
WB
325
WesBanco Bank
West Virginia
$6.47M -$673K -5,054 -9%