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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 %
CMA
1526
Cedar Mountain Advisors
Oregon
$4.26K 42
RDIA
1527
RE Dickinson Investment Advisors
Iowa
$4K 43
TJHA
1528
Thomas J. Herzfeld Advisors
Florida
$3.85K 38
ETC
1529
Exchange Traded Concepts
Oklahoma
$3.75K 37 +10 +37%
IAS
1530
IMA Advisory Services
Colorado
$3.35K 33
CQS
1531
Credential Qtrade Securities
$3.24K 32 +32 New
FGAM
1532
Financial Gravity Asset Management
Texas
$3.08K 101 -3 -3%
HWP
1533
Highline Wealth Partners
California
$3.04K 30 -36 -55%
FCG
1534
Financial Connections Group
California
$3K 30
KFP
1535
KB Financial Partners
New Jersey
$3K 27
HCM
1536
Horrell Capital Management
Arkansas
$3K 34
KM
1537
Kalos Management
Georgia
$2.84K 28 +28 New
GFWA
1538
Grey Fox Wealth Advisors
Delaware
$2.84K 28 +28 New
IBOK
1539
Independence Bank of Kentucky
Kentucky
$2.54K 25
TCPG
1540
Trivant Custom Portfolio Group
California
$2.54K 25 +25 New
IHWM
1541
Iron Horse Wealth Management
Iowa
$2.03K 20 +19 +1,900%
PCM
1542
Penserra Capital Management
California
$2K 26
JMF
1543
Johnson Midwest Financial
Iowa
$1.93K 19
CTB
1544
Country Trust Bank
Illinois
$1.93K 19 +19 New
DAM
1545
Delta Asset Management
Tennessee
$1.72K 17
RTL
1546
Red Tortoise LLC
Georgia
$1.32K 13 +13 New
FCA
1547
Fortis Capital Advisors
Kansas
$1.12K 11 -1,189 -99%
CCA
1548
Column Capital Advisors
Indiana
$1.01K 10 -13 -57%
SWM
1549
Sugarloaf Wealth Management
Georgia
$811 8 -13 -62%
CFFP
1550
Center for Financial Planning
Michigan
$710 7