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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 %
AA
1301
Alta Advisers
United Kingdom
$134K
ADL
1302
Asset Dedication LLC
California
$130K +$95 +1 +0.1%
JFA
1303
JNBA Financial Advisors
Minnesota
$129K -$477 -5 -0.4%
JEST
1304
JTC Employer Solutions Trustee
Jersey
$129K
QC
1305
Quent Capital
New York
$128K +$382 +4 +0.3%
C
1306
Covestor
United Kingdom
$126K -$82.9K -868 -40%
JWM
1307
Janiczek Wealth Management
Colorado
$125K -$4.1K -43 -3%
TLA
1308
Tanglewood Legacy Advisors
Texas
$125K
AF
1309
Advisornet Financial
Minnesota
$125K -$8.87K -93 -7%
WP
1310
WealthPLAN Partners
Nebraska
$124K +$18.3K +192 +17%
FMP
1311
Financial Management Professionals
Texas
$121K
ST
1312
Smithfield Trust
Pennsylvania
$120K
SN
1313
Sittner & Nelson
Oregon
$119K -$13.7K -144 -10%
AP
1314
Arlington Partners
Alabama
$119K +$83.6K +877 +236%
SFG
1315
Steward Financial Group
Texas
$119K +$119K +1,249 New
CAL
1316
Capital Advisors Ltd
Ohio
$118K +$44.5K +468 +61%
CB
1317
Centennial Bank
Arkansas
$114K
NFSG
1318
Newbridge Financial Services Group
Florida
$110K -$75K -786 -40%
RTC
1319
Riverview Trust Company
Washington
$107K +$50.5K +529 +90%
GBT
1320
Grove Bank & Trust
Florida
$106K
BWA
1321
BDO Wealth Advisors
Florida
$105K +$9.63K +101 +10%
PAI
1322
Pittenger & Anderson Inc
Nebraska
$104K -$477 -5 -0.5%
RFA
1323
Register Financial Advisors
Georgia
$102K +$381 +4 +0.4%
CG
1324
Cutler Group
California
$100K -$144K -1,525 -59%
CWM
1325
CarsonAllaria Wealth Management
Illinois
$98.7K +$39.2K +411 +66%