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Phillips 66

1,651 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, 591 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
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
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1576
AssetMark Inc
California
$19.6K +$12.1K +101 +163%
LB
1577
Legacy Bridge
Iowa
$19.3K
JFG
1578
Jefferies Financial Group
New York
$19.2K -$1.86M -15,444 -99%
AWM
1579
Atticus Wealth Management
Florida
$19.2K
GEA
1580
Glen Eagle Advisors
New Jersey
$19.2K
WWM
1581
Wolff Wiese Magana
California
$19.1K
RBC
1582
Roble Belko & Company
Pennsylvania
$19K
SC
1583
Steph & Co
Wisconsin
$19K +$19K +158 New
GWMIA
1584
Global Wealth Management Investment Advisory
Florida
$18K
FCAS
1585
First Command Advisory Services
Texas
$18K +$18K +150 New
AGWCA
1586
Annis Gardner Whiting Capital Advisors
Florida
$17.8K +$17.8K +148 New
HB
1587
Horizon Bancorp
Indiana
$17K
OLVIG
1588
Oliver Lagore Vanvalin Investment Group
Michigan
$16.4K -$32.6K -271 -67%
SC
1589
Stephens Consulting
Michigan
$16K
HGERS
1590
Householder Group Estate & Retirement Specialist
Arizona
$15K +$15K +125 New
LP
1591
LMR Partners
United Kingdom
$14.9K -$7.38M -61,396 -100%
NMG
1592
New Millennium Group
Utah
$14.6K +$120 +1 +0.8%
FWM
1593
Focused Wealth Management
New York
$14.3K
TC
1594
Truvestments Capital
Florida
$14.2K
CCP
1595
Carmel Capital Partners
California
$13.8K +$13.8K +115 New
FCT
1596
First Community Trust
Iowa
$13.3K
LFA
1597
LGT Financial Advisors
Texas
$12.5K +$12.5K +104 New
KC
1598
Kenfarb & Co
Kentucky
$12.5K
LFA
1599
Level Financial Advisors
New York
$12.1K
AWM
1600
Abound Wealth Management
Tennessee
$12.1K +$3.98K +33 +49%