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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 %
SA
1651
SRH Advisors
Kansas
$39.8K
PP
1652
Pacifica Partners
Canada
$39.5K -$1.92K -15 -5%
FSWA
1653
Financial Synergies Wealth Advisors
Texas
$39.3K +$33.6K +323 +587%
HC
1654
Hoese & Co
Minnesota
$38.9K
BLC
1655
Brown, Lisle/Cummings
Rhode Island
$36.6K
WBC
1656
West Branch Capital
Massachusetts
$36.6K +$12.1K +91 +49%
GCM
1657
Gladius Capital Management
Illinois
$36.5K +$36.5K +274 New
BGAI
1658
Bruce G. Allen Investments
Colorado
$35.7K +$35.7K +268 New
SIC
1659
SJS Investment Consulting
Ohio
$35K
CPG
1660
Cornerstone Planning Group
New Jersey
$35K
BCMLT
1661
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.8K
DGAM
1662
Desjardins Global Asset Management
Quebec, Canada
$34.5K +$266 +2 +0.8%
CB
1663
CNB Bank
Pennsylvania
$34.2K
AI
1664
AXS Investments
New York
$34.1K +$133 +1 +0.4%
CT
1665
Clearstead Trust
Maine
$33.3K
SRCM
1666
Signature Resources Capital Management
California
$33.3K +$33.3K +250 New
FUBT
1667
First United Bank & Trust
Maryland
$31.3K +$31.3K +235 New
TFM
1668
TFC Financial Management
Massachusetts
$30.6K
TFGT
1669
TS Financial Group (TSFG)
Illinois
$30K
RCM
1670
Raleigh Capital Management
North Carolina
$29.5K +$6.77K +51 +30%
MBFW
1671
Morton Brown Family Wealth
Pennsylvania
$29K -$133 -1 -0.5%
FCMT
1672
Founders Capital Management (Texas)
Texas
$28.6K
GJIA
1673
Glass Jacobson Investment Advisors
Maryland
$28.1K +$133 +1 +0.5%
MSG
1674
Main Street Group
Virginia
$27.7K +$27.7K +208 New
TIM
1675
Tortoise Investment Management
New York
$26.8K -$1.86K -14 -7%