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Phillips 66

1,560 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 587 reducing their positions, and 104 closing their positions.

Holders
1,560
Holders Change
-4
Holders Change %
-0.26%
% of All Funds
24.97%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
132
Increased
547
Reduced
587
Closed
104
Calls
$474M
Puts
$381M
Net Calls
+$93M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
1351
State of Wyoming
Wyoming
$102K +$203 +2 +0.2%
GFPC
1352
Global Financial Private Client
Florida
$102K
MFC
1353
Mechanics Financial Corp
Ohio
$101K -$45.9K -453 -31%
BWA
1354
BDO Wealth Advisors
Florida
$101K
GCP
1355
Garda Capital Partners
Minnesota
$101K +$101K +997 New
HCM
1356
Highlander Capital Management
New Jersey
$100K
MC
1357
Machina Capital
France
$98.4K +$98.4K +971 New
GTAM
1358
Global Trust Asset Management
Florida
$97.7K
ME
1359
McIlrath & Eck
Washington
$93.5K
SSG
1360
Summit Securities Group
New York
$93K -$6.3K -62 -6%
M
1361
MOTCO
Texas
$91.3K -$50.7K -500 -36%
EWM
1362
Evermay Wealth Management
Virginia
$91.2K
AIM
1363
Achmea Investment Management
Netherlands
$90K
MSFP
1364
Mark Sheptoff Financial Planning
Connecticut
$87.2K
PCM
1365
Pointe Capital Management
Michigan
$85.7K +$85.7K +845 New
WWP
1366
WR Wealth Planners
Missouri
$85.2K +$64.9K +640 +320%
OIA
1367
Optimum Investment Advisors
Illinois
$85K
SCA
1368
Stonebridge Capital Advisors
Minnesota
$81.6K
CSB
1369
City State Bank
Iowa
$81K
CFO
1370
CVA Family Office
Colorado
$79.9K +$10.1K +100 +15%
CAL
1371
Capital Advisors Ltd
Ohio
$78K -$49.9K -494 -39%
MTIC
1372
Missouri Trust & Investment Company
Missouri
$75.9K
CWA
1373
Clearview Wealth Advisors
Oregon
$75.5K
VCM
1374
Versant Capital Management
Arizona
$75.2K
GPI
1375
General Partner Inc
Pennsylvania
$75K