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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 %
FCA
1526
FinTrust Capital Advisors
South Carolina
$45.1K +$961 +8 +2%
CSWM
1527
Cassady Schiller Wealth Management
Ohio
$43.6K
SFCL
1528
Strengthening Families & Communities LLC
Massachusetts
$43K +$1.32K +11 +3%
NF
1529
Norwood Financial
Pennsylvania
$42.7K
RL
1530
Rogco LP
Oklahoma
$42.1K +$42.1K +350 New
FFC
1531
First Financial Corp
Indiana
$41.5K
TFG
1532
Team Financial Group
California
$39.2K +$39.2K +326 New
WOSD
1533
WFA of San Diego
California
$38.3K
CAC
1534
Core Alternative Capital
Georgia
$38.1K
TCM
1535
Tradewinds Capital Management
Washington
$38K +$240 +2 +0.6%
NECFA
1536
New England Capital Financial Advisors
Connecticut
$37.6K +$120 +1 +0.3%
BIA
1537
Bell Investment Advisors
California
$36.8K +$16.6K +138 +82%
HC
1538
Hoese & Co
Minnesota
$36.3K
CA
1539
Centerpoint Advisors
Massachusetts
$36K
SA
1540
SRH Advisors
Kansas
$35.9K
PP
1541
Pacifica Partners
Canada
$35.5K +$8.21K +75 +30%
BLC
1542
Brown, Lisle/Cummings
Rhode Island
$33K
SIC
1543
SJS Investment Consulting
Ohio
$31.6K +$1.92K +16 +6%
CPG
1544
Cornerstone Planning Group
New Jersey
$31.5K +$18.1K +151 +135%
CB
1545
CNB Bank
Pennsylvania
$30.9K
DGAM
1546
Desjardins Global Asset Management
Quebec, Canada
$30.9K -$481K -4,001 -94%
AI
1547
AXS Investments
New York
$30.6K -$26.8K -223 -47%
CT
1548
Clearstead Trust
Maine
$30K
BCMLT
1549
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.7K
TFM
1550
TFC Financial Management
Massachusetts
$27.6K