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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 %
CC
1026
Courier Capital
New York
$346K +$346K +3,628 New
VRM
1027
Vectors Research Management
New York
$346K
AWM
1028
Axxcess Wealth Management
California
$345K -$8.39K -88 -2%
WI
1029
Wedgewood Investors
Pennsylvania
$343K -$9.44K -99 -3%
CW
1030
CreativeOne Wealth
Kansas
$342K +$20.4K +214 +6%
SWM
1031
Stockman Wealth Management
Montana
$340K -$104K -1,090 -23%
IAMOG
1032
Investors Asset Management of Georgia
Georgia
$339K -$4.77K -50 -1%
HA
1033
Harbor Advisors
Florida
$338K
PSFG
1034
Prairie Sky Financial Group
Illinois
$338K +$338K +3,539 New
WT
1035
Whittier Trust
California
$336K -$60.5K -634 -15%
JIC
1036
Joel Isaacson & Co
New York
$336K +$1.34K +14 +0.4%
CIM
1037
Corbyn Investment Management
Maryland
$335K
BTI
1038
Blue Trust Inc
Georgia
$335K -$305K -3,006 -48%
MM
1039
MQS Management
New York
$333K +$54.7K +573 +20%
IPW
1040
Impact Partnership Wealth
Georgia
$332K +$332K +3,478 New
AIM
1041
Athena Investment Management
California
$332K -$3.05K -32 -0.9%
EFMC
1042
Empire Financial Management Company
New York
$332K -$1.38M -14,422 -81%
AIP
1043
ARS Investment Partners
New York
$331K -$131K -1,375 -28%
WP
1044
WealthSource Partners
California
$330K +$2K +21 +0.6%
CGA
1045
Crescent Grove Advisors
Illinois
$329K -$181K -1,901 -35%
LWM
1046
Laidlaw Wealth Management
New York
$329K +$79.7K +836 +32%
AWA
1047
Arete Wealth Advisors
Illinois
$329K -$25.9K -272 -7%
RA
1048
Ruggaard & Associates
Ohio
$329K +$6.77K +71 +2%
APG
1049
Abacus Planning Group
South Carolina
$327K
MIM
1050
MTM Investment Management
South Carolina
$327K