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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 %
GCM
951
Gallacher Capital Management
Colorado
$419K +$419K +4,390 New
TC
952
Trust Company
Kansas
$419K +$125K +1,307 +42%
FFA
953
Farther Finance Advisors
California
$418K +$63.8K +669 +18%
WA
954
Waddell & Associates
Tennessee
$418K -$107K -1,124 -20%
RP
955
Riverwater Partners
Wisconsin
$416K +$3.05K +32 +0.7%
WA
956
WP Advisors
California
$411K +$4.48K +47 +1%
SF
957
Symphony Financial
Texas
$411K -$7.75K -82 -2%
NW
958
Naviter Wealth
Arkansas
$410K
RIA
959
Realta Investment Advisors
Delaware
$409K +$3.24K +34 +0.8%
PMEF
960
Point72 Middle East FZE
United Arab Emirates
$409K +$304K +3,192 +293%
PGAM
961
Princeton Global Asset Management
New Jersey
$408K +$382 +4 +0.1%
NP
962
Nilsine Partners
Colorado
$407K -$49.5K -519 -11%
EAM
963
Empirical Asset Management
Massachusetts
$407K -$2.67K -28 -0.7%
YAL
964
Your Advocates Ltd
Texas
$406K +$4.48K +47 +1%
DGAM
965
Desjardins Global Asset Management
Quebec, Canada
$406K +$261K +2,735 +180%
SSA
966
Schonfeld Strategic Advisors
New York
$404K +$99.7K +1,045 +33%
MME
967
Meag Munich Ergo
Germany
$403K +$304K +3,183 +305%
WCM
968
Weik Capital Management
Pennsylvania
$403K
CT
969
Coastline Trust
Rhode Island
$399K -$44.4K -465 -10%
BFAG
970
Blackston Financial Advisory Group
Florida
$394K -$14.2K -149 -3%
SAM
971
SignalPoint Asset Management
Missouri
$391K +$2.1K +22 +0.5%
WSTAM
972
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$61.3K +643 +19%
GIA
973
GHP Investment Advisors
Colorado
$389K
FEM
974
Fulcrum Equity Management
Texas
$388K +$59.2K +621 +18%
CI
975
Conning Inc
Connecticut
$387K -$32.4K -340 -8%