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Phillips 66

1,778 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.07%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
675
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
1626
Key Financial Inc
Pennsylvania
$65.9K -$2.93K -22 -4%
FFC
1627
First Financial Corp
Indiana
$63.4K +$17.4K +131 +38%
RA
1628
Rational Advisors
New York
$61.4K
AA
1629
AlphaMark Advisors
Kentucky
$59K
DWMG
1630
DB Wealth Management Group
California
$57.9K
LFA
1631
Livelsberger Financial Advisory
Ohio
$56.7K +$56.7K +426 New
MFG
1632
Mendota Financial Group
Wisconsin
$55.3K -$30K -225 -35%
FCA
1633
FinTrust Capital Advisors
South Carolina
$51.8K +$1.73K +13 +3%
EA
1634
Evolution Advisers
Virginia
$51K
PP
1635
PrairieView Partners
Minnesota
$51K
CSWM
1636
Cassady Schiller Wealth Management
Ohio
$48.3K
MCM
1637
Manchester Capital Management
Vermont
$48.2K -$140K -1,055 -74%
TFIPS
1638
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.9K +$47.9K +360 New
NF
1639
Norwood Financial
Pennsylvania
$47.3K
RL
1640
Rogco LP
Oklahoma
$46.6K
AT
1641
Arlington Trust
Alabama
$46.3K -$163K -1,228 -78%
FPFS
1642
First Personal Financial Services
North Carolina
$45.1K -$53.1K -399 -54%
TFG
1643
Team Financial Group
California
$43.8K +$399 +3 +0.9%
TCM
1644
Tradewinds Capital Management
Washington
$42.4K +$267 +2 +0.6%
AP
1645
Arlington Partners
Alabama
$42.1K -$168K -1,260 -80%
PO
1646
Private Ocean
California
$41.9K -$20K -150 -32%
NECFA
1647
New England Capital Financial Advisors
Connecticut
$41.9K +$266 +2 +0.6%
PWMG
1648
Private Wealth Management Group
New Jersey
$40.6K +$40.6K +305 New
BIA
1649
Bell Investment Advisors
California
$40.2K -$533 -4 -1%
CA
1650
Centerpoint Advisors
Massachusetts
$40K