Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Phillips66, ConocoPhillips and Diamondback Energy were top performers over the quarter, all benefiting from the spike in the oil price due to supply constraints from the closure of the Strait of Hormuz. In March, we...” | Q2 2026 Aug 4, 2026 | Preview | |
“Miller/Howard's quarterly report demonstrates their commitment to dividend-focused investing across multiple strategies during a period of market concentration and economic uncertainty. The firm's analysis...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PSX.(17 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
