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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 %
FCT
1476
First Community Trust
Iowa
$10.6K
KC
1477
Kenfarb & Co
Kentucky
$9.92K
CA
1478
Crewe Advisors
Utah
$9.73K +$191 +2 +2%
LFA
1479
Level Financial Advisors
New York
$9.63K
MFT
1480
Moisand Fitzgerald Tamayo
Florida
$9.54K
BC
1481
Barrett & Company
Rhode Island
$9.44K
OA
1482
Operose Advisors
Wisconsin
$9.16K
RI
1483
Ridgewood Investments
New Jersey
$8.8K +$2.58K +27 +42%
JSAM
1484
J. Safra Asset Management
New York
$8.78K
Parallax Volatility Advisers
1485
Parallax Volatility Advisers
California
$8.58K -$2.35M -24,595 -100%
PA
1486
PSI Advisors
Florida
$7.73K +$1.15K +12 +17%
TFP
1487
Tilia Fiduciary Partners
North Carolina
$6.88K +$96 +1 +1%
HWM
1488
HighMark Wealth Management
Minnesota
$6.78K +$95 +1 +1%
WB
1489
Webster Bank
Connecticut
$6.68K -$286 -3 -4%
AWM
1490
Abound Wealth Management
Tennessee
$6.41K +$861 +9 +16%
DWA
1491
Delos Wealth Advisors
Texas
$6.3K
BWL
1492
Bogart Wealth LLC
Virginia
$6.3K +$6.2K +65 +6,500%
FFL
1493
Financial Freedom LLC
Ohio
$6.21K
FP
1494
Financial Perspectives
Minnesota
$6.01K
AssetMark Inc
1495
AssetMark Inc
California
$5.91K +$5.91K +62 New
SHIM
1496
Stone House Investment Management
Pennsylvania
$5.82K
CYG
1497
Clean Yield Group
Vermont
$5.25K
CCMW
1498
Cypress Capital Management (Wyoming)
Wyoming
$4.77K
MCA
1499
Maryland Capital Advisors
Maryland
$4.39K
BCPWM
1500
Bradley & Co Private Wealth Management
Florida
$4.2K