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Phillips 66

1,530 hedge funds and large institutions have $30.9B invested in Phillips 66 in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 551 increasing their positions, 613 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.13%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
102
Increased
551
Reduced
613
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
801
Westhampton Capital
North Carolina
$637K -$1.91K -20 -0.3%
SSB
802
Sandy Spring Bank
Maryland
$631K -$29.9K -313 -5%
WI
803
Wahed Invest
New York
$631K +$60.3K +632 +11%
ICM
804
Islay Capital Management
Texas
$629K
UFF
805
USA Financial Formulas
Michigan
$629K -$145K -1,516 -19%
MA
806
MCF Advisors
Kentucky
$629K +$58.1K +609 +10%
ESCM
807
Echo Street Capital Management
New York
$628K -$85K -891 -12%
TCOT
808
Trust Company of Toledo
Ohio
$628K +$85.8K +900 +16%
CWM
809
C2C Wealth Management
Arizona
$623K
CWS
810
Confluence Wealth Services
Pennsylvania
$622K +$35.5K +372 +6%
MIM
811
Miller Investment Management
Pennsylvania
$620K
IW
812
Imprint Wealth
South Carolina
$619K
JCIA
813
Jackson Creek Investment Advisors
Colorado
$619K +$199K +2,087 +47%
CA
814
Clearstead Advisors
Ohio
$617K +$16.3K +171 +3%
CWM
815
Cornerstone Wealth Management
Missouri
$615K +$13.4K +140 +2%
SSA
816
South Street Advisors
New York
$612K
BCM
817
Birmingham Capital Management
Alabama
$604K -$15.3K -160 -2%
BMCM
818
Bryn Mawr Capital Management
Pennsylvania
$600K +$23.5K +246 +4%
CPIG
819
Chicago Partners Investment Group
Illinois
$598K +$18.1K +166 +3%
VBCG
820
Valley Brook Capital Group
Pennsylvania
$596K +$95 +1 +0%
AFG
821
American Financial Group
Ohio
$596K
EIP
822
Epoch Investment Partners
New York
$593K -$225K -2,354 -27%
DP
823
Dearborn Partners
Illinois
$590K -$16.9K -177 -3%
HI
824
Horizon Investments
North Carolina
$590K -$187K -1,960 -24%
SP
825
Symmetry Partners
Connecticut
$589K