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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 %
FCA
1401
FinTrust Capital Advisors
South Carolina
$38.3K
PIAS
1402
PCA Investment Advisory Services
Ohio
$37.6K +$37.6K +394 New
PP
1403
PrairieView Partners
Minnesota
$37K
KFS
1404
Kelly Financial Services
Massachusetts
$36.5K +$21.7K +228 +147%
EA
1405
Evolution Advisers
Virginia
$36K -$940 -10 -3%
SIS
1406
Strategic Investment Solutions
Illinois
$35K -$19.3K -204 -36%
CSWM
1407
Cassady Schiller Wealth Management
Ohio
$34.6K
HS
1408
Horan Securities
United States
$33.9K +$95 +1 +0.3%
NF
1409
Norwood Financial
Pennsylvania
$33.9K
SFCL
1410
Strengthening Families & Communities LLC
Massachusetts
$33K +$24.1K +254 +270%
FFC
1411
First Financial Corp
Indiana
$32.9K +$4.01K +42 +14%
WOSD
1412
WFA of San Diego
California
$30.4K +$30.4K +319 New
FA
1413
Fiduciary Alliance
South Carolina
$30.3K +$30.3K +318 New
SA
1414
SRH Advisors
Kansas
$30.3K
CAC
1415
Core Alternative Capital
Georgia
$30.2K +$1.81K +19 +6%
PPWM
1416
PFG Private Wealth Management
Florida
$30.1K +$8.97K +94 +42%
PO
1417
Private Ocean
California
$30K
TCM
1418
Tradewinds Capital Management
Washington
$29.9K +$286 +3 +1%
NECFA
1419
New England Capital Financial Advisors
Connecticut
$29.7K +$190 +2 +0.6%
CA
1420
Centerpoint Advisors
Massachusetts
$29K
HC
1421
Hoese & Co
Minnesota
$28.8K
BCMLT
1422
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.7K -$2.77K -29 -9%
BLC
1423
Brown, Lisle/Cummings
Rhode Island
$26.2K
CTB
1424
Country Trust Bank
Illinois
$25.7K +$23.8K +250 +1,316%
FCAG
1425
First Capital Advisors Group
New Jersey
$25.5K +$25.5K +267 New