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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 %
CT
1426
Clearstead Trust
Maine
$25.3K
CB
1427
CNB Bank
Pennsylvania
$24.5K
HWM
1428
Horizons Wealth Management
North Carolina
$24.1K +$24.1K +253 New
PP
1429
Pacifica Partners
Canada
$23.9K -$5.29K -55 -18%
SIC
1430
SJS Investment Consulting
Ohio
$23.6K -$858 -9 -4%
2L
1431
25 LLC
Missouri
$22.8K +$717 +7 +3%
TFM
1432
TFC Financial Management
Massachusetts
$21.9K +$571 +6 +3%
Lazard Asset Management
1433
Lazard Asset Management
New York
$21K -$2.59K -28 -11%
TFGT
1434
TS Financial Group (TSFG)
Illinois
$21K
TIM
1435
Tortoise Investment Management
New York
$21K
MBFW
1436
Morton Brown Family Wealth
Pennsylvania
$20.9K
FCMT
1437
Founders Capital Management (Texas)
Texas
$20.5K
EARNEST Partners
1438
EARNEST Partners
Georgia
$20.1K
GJIA
1439
Glass Jacobson Investment Advisors
Maryland
$20K +$20K +210 New
HI
1440
Hoey Investments
Pennsylvania
$19.1K -$1.15K -12 -6%
ACM
1441
Antonetti Capital Management
Florida
$19.1K
GA
1442
GoalVest Advisory
New York
$19.1K +$19.1K +200 New
CMP
1443
Coston McIsaac & Partners
Maine
$19K -$2.38K -25 -11%
FWA
1444
FSC Wealth Advisors
New York
$19K
SIS
1445
Sound Income Strategies
Florida
$18.7K -$668 -7 -3%
SCM
1446
Silvant Capital Management
Georgia
$17.7K
WBC
1447
West Branch Capital
Massachusetts
$17.5K
HWA
1448
Heritage Wealth Advisors
Virginia
$17.1K
BBPWM
1449
Blue Bell Private Wealth Management
Pennsylvania
$17.1K
FPB
1450
First PREMIER Bank
South Dakota
$17K -$19.3K -200 -53%