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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 %
HNWAG
1626
High Net Worth Advisory Group
Florida
-899 Closed
DWP
1627
Destiny Wealth Partners
Florida
-621 Closed
SSC
1628
Syverson Strege & Co
Iowa
-604 Closed
MSCM
1629
McElhenny Sheffield Capital Management
Texas
-468 Closed
WOSD
1630
WFA of San Diego
California
-459 Closed
SC
1631
Sierra Capital
Florida
-411 Closed
AF
1632
Affiance Financial
Minnesota
-400 Closed
RBC
1633
Romano Brothers & Co
Illinois
-312 Closed
GMA
1634
Glassy Mountain Advisors
Maryland
-300 Closed
CM
1635
Caption Management
Oklahoma
-300 Closed
MS
1636
Madden Securities
Texas
-285 Closed
OSNBOA
1637
Old Second National Bank of Aurora
Illinois
-251 Closed
WA
1638
Win Advisors
Florida
-222 Closed
3IP
1639
3Chopt Investment Partners
Virginia
-222 Closed
LS
1640
Leelyn Smith
Illinois
-220 Closed
CA
1641
Corrado Advisors
New Jersey
-220 Closed
ACP
1642
Arcus Capital Partners
Georgia
-213 Closed
TC
1643
Tacita Capital
Ontario, Canada
-170 Closed
GIA
1644
Goodwin Investment Advisory
Georgia
-128 Closed
GFL
1645
Granite FO LLC
New Hampshire
-125 Closed
DCP
1646
Distillate Capital Partners
Illinois
-117 Closed
MPCL
1647
My Personal CFO LLC
Washington
-108 Closed
LAM
1648
Lakewood Asset Management
Illinois
-100 Closed
UCB
1649
United Community Bank
South Carolina
-96 Closed
AAMA
1650
Advanced Asset Management Advisors
Ohio
-93 Closed