PSX icon

Phillips 66

1,652 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 592 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+122
Holders Change %
+7.97%
% of All Funds
26.34%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
592
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1426
Alta Advisers
United Kingdom
$168K
QC
1427
Quent Capital
New York
$165K +$3.61K +30 +2%
JEST
1428
JTC Employer Solutions Trustee
Jersey
$163K
EBA
1429
Eagle Bay Advisors
New York
$158K +$39.9K +332 +34%
TLA
1430
Tanglewood Legacy Advisors
Texas
$158K
JFA
1431
JNBA Financial Advisors
Minnesota
$156K -$7.21K -60 -4%
PBK
1432
Peoples Bank (Kansas)
Kansas
$154K +$154K +1,280 New
ST
1433
Smithfield Trust
Pennsylvania
$153K
FMP
1434
Financial Management Professionals
Texas
$153K
SN
1435
Sittner & Nelson
Oregon
$150K
JPWM
1436
Jamison Private Wealth Management
Georgia
$150K +$150K +1,245 New
CAL
1437
Capital Advisors Ltd
Ohio
$149K +$120 +1 +0.1%
CWC
1438
Carolinas Wealth Consulting
North Carolina
$149K -$13K -114 -8%
C
1439
Covestor
United Kingdom
$148K -$10.6K -88 -7%
SFG
1440
Steward Financial Group
Texas
$148K -$1.68K -14 -1%
GBT
1441
Grove Bank & Trust
Florida
$146K +$11.7K +97 +9%
CB
1442
Centennial Bank
Arkansas
$143K
RFA
1443
Resurgent Financial Advisors
Georgia
$135K -$108K -900 -45%
RTC
1444
Riverview Trust Company
Washington
$134K
RFA
1445
Register Financial Advisors
Georgia
$130K +$1.44K +12 +1%
RW
1446
RVW Wealth
California
$129K +$129K +1,074 New
PAI
1447
Pittenger & Anderson Inc
Nebraska
$126K -$4.33K -36 -3%
HFS
1448
Hantz Financial Services
Michigan
$125K +$2.4K +20 +2%
ME
1449
McIlrath & Eck
Washington
$125K +$13.8K +115 +12%
AAG
1450
Armstrong Advisory Group
Massachusetts
$124K