PSX icon

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 Market Value Shares Shares
Change
Shares
Change %
RTC
1401
Riverview Trust Company
Washington
$59.8K 590
AI
1402
AXS Investments
New York
$59.5K 587 -62 -10%
TCWA
1403
Ten Capital Wealth Advisors
Washington
$59.2K 584 +312 +115%
AAP
1404
Arax Advisory Partners
Colorado
$58.3K 575 +34 +6%
KHC
1405
Koesten Hirschmann & Crabtree
Kansas
$58.2K 574
SIS
1406
Strategic Investment Solutions
Illinois
$58.2K 574 +574 New
FDCC
1407
Foster Dykema Cabot & Co
Massachusetts
$58K 573 +573 New
PWMG
1408
Prestige Wealth Management Group
New Jersey
$56.4K 556 -8 -1%
TF
1409
TimeScale Financial
Massachusetts
$56.3K 555 +7 +1%
ONST
1410
Old North State Trust
North Carolina
$56K 552
ZB
1411
Zions Bancorporation
Utah
$54.2K 535 -20 -4%
EWM
1412
Endurance Wealth Management
Rhode Island
$54K 530
TFA
1413
Transamerica Financial Advisors
Florida
$53K 521
BWM
1414
Baystate Wealth Management
Massachusetts
$52.6K 518 -26 -5%
MFA
1415
McClarren Financial Advisors
Pennsylvania
$51K 509 -510 -50%
DF
1416
DecisionPoint Financial
Arizona
$50.7K 500
AIC
1417
Archer Investment Corporation
Indiana
$48.6K 479
AA
1418
AlphaMark Advisors
Kentucky
$48K 470 -100 -18%
TVWM
1419
Tower View Wealth Management
Wisconsin
$47K 464 +5 +1%
GLLW
1420
Graves Light Lenhart Wealth
Virginia
$46.8K 462 +462 New
KFI
1421
Key Financial Inc
Pennsylvania
$45.5K 449
DWMG
1422
DB Wealth Management Group
California
$44.1K 435
OC
1423
Oakworth Capital
Alabama
$43.2K 426
RFG
1424
RFP Financial Group
Georgia
$42.2K 416 -250 -38%
RMC
1425
Resources Management Corp
Connecticut
$42K 3,350 -6,975 -68%