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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 %
HTI
176
Hikari Tsushin Inc
Japan
$17M -$2.62M -19,712 -13%
AAIM
177
American Assets Investment Management
California
$17M
FVCM
178
F&V Capital Management
Florida
$16.9M -$3.33K -25 -0%
WAM
179
Wallington Asset Management
Indiana
$16.8M +$329K +2,470 +2%
ASRS
180
Arizona State Retirement System
Arizona
$16.7M -$613K -4,604 -4%
SOMRS
181
State of Michigan Retirement System
Michigan
$16M -$226K -1,700 -1%
AB
182
Amalgamated Bank
New York
$16M -$71.9K -540 -0.4%
MAM
183
Martingale Asset Management
Massachusetts
$15.9M +$14.3M +107,380 +899%
KPWS
184
Kestra Private Wealth Services
Texas
$15.9M +$114K +854 +0.7%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$15.8M -$1.42M -10,654 -8%
DWM
186
Dakota Wealth Management
Florida
$15.8M +$8.37M +62,891 +113%
RJT
187
Raymond James Trust
Florida
$15.7M -$41.9K -315 -0.3%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$2.55M +19,181 +20%
AIG
189
American International Group
New York
$15.4M -$339K -2,545 -2%
ABC
190
Associated Banc-Corp
Wisconsin
$15M -$956K -7,183 -6%
FP
191
Foundry Partners
Minnesota
$14.7M -$6.22M -46,683 -30%
LKIM
192
Lawson Kroeker Investment Management
Nebraska
$14.6M -$30.8K -231 -0.2%
SBCM
193
Schwerin Boyle Capital Management
Massachusetts
$14.5M -$39.9K -300 -0.3%
USCWA
194
U.S. Capital Wealth Advisors
Texas
$14.5M -$164K -1,232 -1%
SPIA
195
Steward Partners Investment Advisory
New York
$14.5M +$1.58M +11,850 +12%
SPS
196
Susquehanna Portfolio Strategies
Pennsylvania
$14.5M +$14.5M +108,627 New
HIP
197
HUB Investment Partners
Texas
$14.4M +$13.1M +98,147 +1,000%
RCYC
198
Richard C. Young & Co
Rhode Island
$14.3M +$432K +3,246 +3%
NIM
199
NXG Investment Management
Texas
$14.2M +$14.2M +107,000 New
MIM
200
MetLife Investment Management
New Jersey
$14.2M -$472K -3,544 -3%