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Phillips 66

1,652 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 592 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+122
Holders Change %
+7.97%
% of All Funds
26.34%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
592
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
551
Moser Wealth Advisors
Washington
$2M +$1.08K +9 +0.1%
FNBOMD
552
First National Bank of Mount Dora
Florida
$1.99M -$196K -1,631 -9%
AW
553
Apricus Wealth
South Carolina
$1.98M -$16.6K -150 -0.8%
TC
554
Telemus Capital
Michigan
$1.97M -$177K -1,475 -8%
CFMC
555
Curbstone Financial Management Corp
New Hampshire
$1.96M -$36K -300 -2%
TGAM
556
TBH Global Asset Management
Tennessee
$1.96M -$30.9K -257 -2%
PWM
557
Pinnacle Wealth Management
California
$1.92M -$54.8K -456 -3%
ISL
558
Ingalls & Snyder LLC
New York
$1.92M -$45.9K -382 -2%
SFS
559
Sowell Financial Services
Arkansas
$1.92M +$564K +4,694 +42%
BCI
560
Brinker Capital Investments
Pennsylvania
$1.91M -$839K -6,986 -31%
OPS
561
Orion Portfolio Solutions
Nebraska
$1.91M -$839K -6,986 -31%
WWM
562
Western Wealth Management
Colorado
$1.89M +$39.2K +326 +2%
IWM
563
IHT Wealth Management
Illinois
$1.87M +$173K +1,439 +10%
AT
564
Arvest Trust
Oklahoma
$1.85M +$144K +1,195 +8%
SF
565
Summit Financial
New Jersey
$1.85M -$19.8K -165 -1%
HC
566
Hendley & Co
Ohio
$1.85M -$4.21K -35 -0.2%
SAM
567
Shell Asset Management
Netherlands
$1.84M -$149K -1,238 -7%
First Manhattan
568
First Manhattan
New York
$1.83M
KRSITF
569
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.83M -$147K -1,224 -7%
NW
570
NewEdge Wealth
Pennsylvania
$1.83M +$214K +1,785 +13%
HPG
571
Harvest Portfolios Group
Ontario, Canada
$1.83M -$205K -1,710 -10%
CI
572
Cavalier Investments
Georgia
$1.81M +$1.81M +15,105 New
MCM
573
Marathon Capital Management
Maryland
$1.81M -$2.56M -21,326 -59%
CAI
574
Capital Advisors Inc
Oklahoma
$1.8M -$29.3K -244 -2%
BCV
575
Banque Cantonale Vaudoise
Switzerland
$1.78M +$197K +1,644 +12%