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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 %
SL
1501
Salomon & Ludwin
Virginia
$74.9K +$74.9K +623 New
QT
1502
Quantbot Technologies
New York
$73.1K -$205K -1,708 -74%
SAG
1503
Spotlight Asset Group
Illinois
$72.7K
AAP
1504
Arax Advisory Partners
Colorado
$72.5K -$1.32K -11 -2%
LFA
1505
Legend Financial Advisors
Pennsylvania
$72.2K
IUHSA
1506
Itau Unibanco Holding S.A.
Brazil
$71.7K +$21.7K +181 +44%
CWM
1507
CarsonAllaria Wealth Management
Illinois
$69.6K -$54.8K -456 -44%
FDCC
1508
Foster Dykema Cabot & Co
Massachusetts
$69K
KHC
1509
Koesten Hirschmann & Crabtree
Kansas
$69K
LF
1510
Lee Financial
Texas
$67.9K +$7.93K +66 +13%
BWM
1511
Baystate Wealth Management
Massachusetts
$67.9K +$602 +5 +0.9%
BFPW
1512
BOK Financial Private Wealth
Colorado
$65K
TSWM
1513
Tyler-Stone Wealth Management
Ohio
$65K
TVWM
1514
Tower View Wealth Management
Wisconsin
$63K +$481 +4 +0.8%
KFI
1515
Key Financial Inc
Pennsylvania
$62.1K
AIC
1516
Archer Investment Corporation
Indiana
$61.4K
DF
1517
DecisionPoint Financial
Arizona
$60.1K
PO
1518
Private Ocean
California
$55.9K +$18K +150 +48%
RA
1519
Rational Advisors
New York
$55.4K +$55.4K +461 New
AA
1520
AlphaMark Advisors
Kentucky
$53K -$2.98K -25 -5%
DWMG
1521
DB Wealth Management Group
California
$52.3K
HL
1522
HeadInvest LLC
Maine
$50.6K +$50.6K +425 New
KFS
1523
Kelly Financial Services
Massachusetts
$47.7K +$1.68K +14 +4%
PP
1524
PrairieView Partners
Minnesota
$46K -$1.56K -13 -3%
EA
1525
Evolution Advisers
Virginia
$46K