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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 %
TFGT
1551
TS Financial Group (TSFG)
Illinois
$27K
MBFW
1552
Morton Brown Family Wealth
Pennsylvania
$26.3K
TIM
1553
Tortoise Investment Management
New York
$25.8K -$601 -5 -2%
FCMT
1554
Founders Capital Management (Texas)
Texas
$25.8K
EARNEST Partners
1555
EARNEST Partners
Georgia
$25.4K
GJIA
1556
Glass Jacobson Investment Advisors
Maryland
$25.3K
HI
1557
Hoey Investments
Pennsylvania
$24K
GA
1558
GoalVest Advisory
New York
$24K
CMP
1559
Coston McIsaac & Partners
Maine
$24K
FWA
1560
FSC Wealth Advisors
New York
$23.9K
SIS
1561
Sound Income Strategies
Florida
$23.5K
SCM
1562
Silvant Capital Management
Georgia
$22.3K
BBPWM
1563
Blue Bell Private Wealth Management
Pennsylvania
$22.3K +$841 +7 +4%
WBC
1564
West Branch Capital
Massachusetts
$22K
GKIM
1565
GW&K Investment Management
Massachusetts
$22K +$733 +6 +3%
PPWM
1566
PFG Private Wealth Management
Florida
$21.9K -$16.1K -134 -42%
HWA
1567
Heritage Wealth Advisors
Virginia
$21.5K
OA
1568
Operose Advisors
Wisconsin
$21.1K +$9.61K +80 +83%
AF
1569
Arrow Financial
New York
$21K
VWM
1570
Valley Wealth Managers
New Jersey
$21K
FPB
1571
First PREMIER Bank
South Dakota
$21K
BAM
1572
Byrne Asset Management
New Jersey
$21K
WB
1573
Webster Bank
Connecticut
$20.9K +$12.5K +104 +149%
RCM
1574
Raleigh Capital Management
North Carolina
$20.5K
LIM
1575
Lagoda Investment Management
New York
$20.4K