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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 %
VWM
1476
Valley Wealth Managers
New Jersey
$17.7K 175 -25 -13%
AF
1477
Arrow Financial
New York
$17.7K 175
LIM
1478
Lagoda Investment Management
New York
$17.2K 170
BIA
1479
Bell Investment Advisors
California
$17K 168 -2 -1%
SWA
1480
SOA Wealth Advisors
New York
$16.4K 162 +1 +0.6%
LB
1481
Legacy Bridge
Iowa
$16.3K 161
AWM
1482
Atticus Wealth Management
Florida
$16.2K 160
WWM
1483
Wolff Wiese Magana
California
$16.1K 159
AWM
1484
Accel Wealth Management
Iowa
$15.9K 157 -200 -56%
KFS
1485
Kelly Financial Services
Massachusetts
$15.7K 155 +86 +125%
NMG
1486
New Millennium Group
Utah
$15.3K 151 +1 +0.7%
IWP
1487
IAG Wealth Partners
Wisconsin
$15.2K 150 +150 New
HB
1488
Horizon Bancorp
Indiana
$15K 144
RCM
1489
Raleigh Capital Management
North Carolina
$14.3K 141 +34 +32%
SC
1490
Stephens Consulting
Michigan
$13.5K 133
HGERS
1491
Householder Group Estate & Retirement Specialist
Arizona
$13K 125 +125 New
TC
1492
Truvestments Capital
Florida
$12K 118 -28 -19%
QL
1493
Quarry LP
New York
$11.9K 117 +16 +16%
FCT
1494
First Community Trust
Iowa
$11.3K 111 -97 -47%
RBC
1495
Roble Belko & Company
Pennsylvania
$11K 110
FWM
1496
Focused Wealth Management
New York
$10.9K 108 +6 +6%
KC
1497
Kenfarb & Co
Kentucky
$10.5K 104
GEA
1498
Glen Eagle Advisors
New Jersey
$10.4K 103 +26 +34%
LFA
1499
Level Financial Advisors
New York
$10.2K 101 -15 -13%
CA
1500
Crewe Advisors
Utah
$10.1K 100 -20 -17%