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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 %
HB
1701
Horizon Bancorp
Indiana
$19K
VWWMG
1702
Vermillion & White Wealth Management Group
Pennsylvania
$18.6K +$18.6K +140 New
NBT
1703
Northwest Bank & Trust
Iowa
$18.4K +$18.4K +138 New
MIA
1704
MeadowBrook Investment Advisors
Michigan
$18.2K +$18.2K +137 New
CIR
1705
Clear Investment Research
Georgia
$18.2K +$18.2K +137 New
SC
1706
Stephens Consulting
Michigan
$17.7K
PA
1707
PSI Advisors
Florida
$17.3K +$7.32K +55 +73%
PA
1708
Pineridge Advisors
Missouri
$16.7K +$16.7K +126 New
NMG
1709
New Millennium Group
Utah
$16.3K +$133 +1 +0.8%
HGERS
1710
Householder Group Estate & Retirement Specialist
Arizona
$16K
FWM
1711
Focused Wealth Management
New York
$15.9K +$133 +1 +0.8%
TC
1712
Truvestments Capital
Florida
$15.7K
BFS
1713
Burkett Financial Services
South Carolina
$15.7K +$15.7K +118 New
TAS
1714
TIFF Advisory Services
Pennsylvania
$15.2K +$15.2K +114 New
GAMC
1715
Garner Asset Management Corp
Texas
$14.9K +$14.9K +102 New
FCT
1716
First Community Trust
Iowa
$14.8K
LFA
1717
LGT Financial Advisors
Texas
$13.8K
LFA
1718
Level Financial Advisors
New York
$13.4K
VAMG
1719
Voisard Asset Management Group
Michigan
$13.3K +$13.3K +100 New
BC
1720
Barrett & Company
Rhode Island
$13.2K
ETC
1721
Exchange Traded Concepts
Oklahoma
$12.6K -$217K -1,632 -94%
RWM
1722
Ruedi Wealth Management
Illinois
$12.5K +$5.86K +44 +88%
AWM
1723
Abound Wealth Management
Tennessee
$12.3K -$1.07K -8 -8%
CYG
1724
Clean Yield Group
Vermont
$11.1K +$3.73K +28 +51%
SWC
1725
Spectrum Wealth Counsel
Indiana
$9.99K +$9.99K +75 New