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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
24.98%
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 %
EW
1601
Evoke Wealth
California
-2,542 Closed
GG
1602
Greenwood Gearhart
Arkansas
-2,470 Closed
BCA
1603
Bay Colony Advisors
Massachusetts
-2,442 Closed
MHS
1604
M Holdings Securities
Oregon
-2,420 Closed
SAG
1605
SageView Advisory Group
California
-2,337 Closed
CFG
1606
Cooper Financial Group
California
-2,302 Closed
AIM
1607
Aigen Investment Management
New York
-2,252 Closed
HC
1608
Hamilton Capital
Ohio
-2,144 Closed
BCB
1609
Brian C. Broderick
-2,045 Closed
SIA
1610
Schechter Investment Advisors
Michigan
-2,042 Closed
PCMC
1611
Private Capital Management (Colorado)
Colorado
-2,027 Closed
ZIG
1612
Zullo Investment Group
Pennsylvania
-2,024 Closed
BFM
1613
Boston Financial Management
Massachusetts
-2,008 Closed
BST
1614
Bath Savings Trust
Maine
-1,995 Closed
CA
1615
Carson Advisory
Georgia
-1,984 Closed
CIC
1616
Crawford Investment Counsel
Georgia
-1,981 Closed
TAM
1617
Trillium Asset Management
Massachusetts
-1,961 Closed
CCWM
1618
Cassaday & Co Wealth Management
Virginia
-1,956 Closed
EHWM
1619
Eads & Heald Wealth Management
Georgia
-1,931 Closed
V
1620
VeraBank
Texas
-1,927 Closed
MWM
1621
MinichMacGregor Wealth Management
New York
-1,558 Closed
1832 Asset Management
1622
1832 Asset Management
Ontario, Canada
-1,492 Closed
DCM
1623
Dupont Capital Management
Delaware
-1,291 Closed
WI
1624
WJ Interests
Texas
-1,161 Closed
AWM
1625
Accurate Wealth Management
Florida
-1,063 Closed