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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 %
MFT
1501
Moisand Fitzgerald Tamayo
Florida
$10.1K 100
BC
1502
Barrett & Company
Rhode Island
$10K 99
EI
1503
Ellevest Inc
New York
$10K 99 +99 New
OA
1504
Operose Advisors
Wisconsin
$9.73K 96
JSAM
1505
J. Safra Asset Management
New York
$9.33K 92 +92 New
WB
1506
Webster Bank
Connecticut
$7.4K 73 +19 +35%
TFP
1507
Tilia Fiduciary Partners
North Carolina
$7.24K 71
HWM
1508
HighMark Wealth Management
Minnesota
$7.13K 70
PA
1509
PSI Advisors
Florida
$7K 69 -123 -64%
WIM
1510
WealthPlan Investment Management
Nebraska
$6.72K 66 +66 New
AFG
1511
Albion Financial Group
Utah
$6.69K 66
DWA
1512
Delos Wealth Advisors
Texas
$6.69K 66
RI
1513
Ridgewood Investments
New Jersey
$6.61K 65 +65 New
FFL
1514
Financial Freedom LLC
Ohio
$6.6K 65
TAM
1515
Tucker Asset Management
Colorado
$6.59K 65 +55 +550%
FP
1516
Financial Perspectives
Minnesota
$6.39K 63
SHIM
1517
Stone House Investment Management
Pennsylvania
$6.14K 61 +61 New
AWM
1518
Abound Wealth Management
Tennessee
$5.9K 58
MFG
1519
Mendota Financial Group
Wisconsin
$5.69K 66 -707 -91%
CYG
1520
Clean Yield Group
Vermont
$5.58K 55
CCMW
1521
Cypress Capital Management (Wyoming)
Wyoming
$5.07K 50
MIA
1522
Milestone Investment Advisors
Wisconsin
$5.07K 50 +50 New
MWA
1523
Miller Wealth Advisors
Colorado
$5K 49 -1,057 -96%
MCA
1524
Maryland Capital Advisors
Maryland
$4.66K 46
BCPWM
1525
Bradley & Co Private Wealth Management
Florida
$4.46K 44