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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 %
HI
1676
Hoey Investments
Pennsylvania
$26.6K
GA
1677
GoalVest Advisory
New York
$26.6K
AIMA
1678
Ables Iannone Moore & Associates
Georgia
$26.6K +$26.6K +200 New
CMP
1679
Coston McIsaac & Partners
Maine
$26K
FCAS
1680
First Command Advisory Services
Texas
$25.3K +$5.33K +40 +27%
BBPWM
1681
Blue Bell Private Wealth Management
Pennsylvania
$24.8K
SCM
1682
Silvant Capital Management
Georgia
$24.8K
MSWM
1683
McGlone Suttner Wealth Management
Wisconsin
$23.8K +$23.8K +179 New
OA
1684
Operose Advisors
Wisconsin
$23.4K
BAM
1685
Byrne Asset Management
New Jersey
$23.3K
VWM
1686
Valley Wealth Managers
New Jersey
$23.3K
AF
1687
Arrow Financial
New York
$23.3K
WB
1688
Webster Bank
Connecticut
$23.2K
FFO
1689
Fortitude Family Office
Arizona
$23.2K +$23.2K +174 New
FPB
1690
First PREMIER Bank
South Dakota
$23K
LIM
1691
Lagoda Investment Management
New York
$22.6K
GKIM
1692
GW&K Investment Management
Massachusetts
$22K -$2.29K -17 -9%
RBC
1693
Roble Belko & Company
Pennsylvania
$22K
SWA
1694
SOA Wealth Advisors
New York
$21.8K +$133 +1 +0.6%
LB
1695
Legacy Bridge
Iowa
$21.4K
AWM
1696
Atticus Wealth Management
Florida
$21.3K
GEA
1697
Glen Eagle Advisors
New Jersey
$21.3K
WWM
1698
Wolff Wiese Magana
California
$21.2K
GWMIA
1699
Global Wealth Management Investment Advisory
Florida
$20K
AGWCA
1700
Annis Gardner Whiting Capital Advisors
Florida
$19.7K