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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 Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1451
Commonwealth Equity Services
Massachusetts
$27.3K 268,799 -12,928 -5%
CB
1452
CNB Bank
Pennsylvania
$26.1K 257 -577 -69%
SIC
1453
SJS Investment Consulting
Ohio
$26K 256 +7 +3%
CT
1454
Clearstead Trust
Maine
$25.3K 250
Lazard Asset Management
1455
Lazard Asset Management
New York
$25K 255 +6 +2%
TFGT
1456
TS Financial Group (TSFG)
Illinois
$23K 225 -101 -31%
TFM
1457
TFC Financial Management
Massachusetts
$22.7K 224 +8 +4%
PPWM
1458
PFG Private Wealth Management
Florida
$22.5K 222 +75 +51%
TIM
1459
Tortoise Investment Management
New York
$22.3K 220
MBFW
1460
Morton Brown Family Wealth
Pennsylvania
$22.2K 219
FCMT
1461
Founders Capital Management (Texas)
Texas
$22K 215
CMP
1462
Coston McIsaac & Partners
Maine
$22K 225 +25 +13%
HI
1463
Hoey Investments
Pennsylvania
$21.5K 212 +12 +6%
EARNEST Partners
1464
EARNEST Partners
Georgia
$21.4K 211
CM
1465
Cornerstone Management
Georgia
$21.3K 210
CPFP
1466
Clear Perspectives Financial Planning
Ohio
$20.7K 204
SIS
1467
Sound Income Strategies
Florida
$20.6K 203 +7 +4%
ACM
1468
Antonetti Capital Management
Florida
$20.3K 200 +200 New
2L
1469
25 LLC
Missouri
$20.2K 215 +215 New
FWA
1470
FSC Wealth Advisors
New York
$20.2K 199 +199 New
SCM
1471
Silvant Capital Management
Georgia
$18.9K 186
WBC
1472
West Branch Capital
Massachusetts
$18.6K 184
HWA
1473
Heritage Wealth Advisors
Virginia
$18.2K 179 -465 -72%
BBPWM
1474
Blue Bell Private Wealth Management
Pennsylvania
$18.1K 179
BAM
1475
Byrne Asset Management
New Jersey
$18K 173