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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 %
AAG
1326
Armstrong Advisory Group
Massachusetts
$98.4K
LFG
1327
Larson Financial Group
Missouri
$98.2K -$859 -9 -0.9%
HFS
1328
Hantz Financial Services
Michigan
$98K -$2.78K -29 -3%
FHA
1329
First Horizon Advisors
Tennessee
$96.9K
BAM
1330
Bosun Asset Management
Illinois
$95.5K +$95.5K +1,001 New
MFC
1331
Mechanics Financial Corp
Ohio
$95.4K
HCM
1332
Highlander Capital Management
New Jersey
$95K
GFPC
1333
Global Financial Private Client
Florida
$94.4K
EBA
1334
Eagle Bay Advisors
New York
$94.1K -$5.53K -58 -6%
GTAM
1335
Global Trust Asset Management
Florida
$91.9K
OP
1336
ORG Partners
Indiana
$88.9K +$88.9K +930 New
ME
1337
McIlrath & Eck
Washington
$88K +$95 +1 +0.1%
EWM
1338
Evermay Wealth Management
Virginia
$85.8K
DA
1339
Denali Advisors
California
$85.8K +$85.8K +900 New
AIM
1340
Achmea Investment Management
Netherlands
$85K
CFO
1341
CVA Family Office
Colorado
$84.6K +$9.44K +99 +13%
SCA
1342
Stonebridge Capital Advisors
Minnesota
$84.4K +$7.63K +80 +10%
WWP
1343
WR Wealth Planners
Missouri
$82.3K +$2.19K +23 +3%
MSFP
1344
Mark Sheptoff Financial Planning
Connecticut
$82K
M
1345
MOTCO
Texas
$81.4K -$4.58K -48 -5%
First Eagle Investment Management
1346
First Eagle Investment Management
New York
$81K -$75.4K -790 -48%
OIA
1347
Optimum Investment Advisors
Illinois
$79.9K
CSB
1348
City State Bank
Iowa
$79K +$2.76K +29 +4%
MFA
1349
McClarren Financial Advisors
Pennsylvania
$77K +$28.9K +306 +60%
OC
1350
Oakworth Capital
Alabama
$77K +$36.3K +381 +89%