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Phillips 66

1,410 hedge funds and large institutions have $27.2B invested in Phillips 66 in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-25
Holders Change %
-1.74%
% of All Funds
24.38%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
98
Increased
597
Reduced
451
Closed
103
Calls
$485M
Puts
$364M
Net Calls
+$121M
Net Calls Change
-$856K
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
451
Ferguson Wellman Capital Management
Oregon
$1.96M -$6.78K -84 -0.3%
SCM
452
Shelton Capital Management
Colorado
$1.95M -$241K -2,983 -11%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$1.92M +$862K +10,676 +81%
HSA
454
HBK Sorce Advisory
Pennsylvania
$1.9M +$483K +5,984 +34%
SWP
455
Stratos Wealth Partners
Ohio
$1.87M -$45.3K -561 -2%
V
456
Veritable
Delaware
$1.86M -$651K -8,070 -26%
TC
457
TownSquare Capital
Utah
$1.85M +$35.5K +440 +2%
CCP
458
Corient Capital Partners
California
$1.84M +$15.8K +193 +0.9%
CL
459
CSS LLC
Illinois
$1.83M +$323K +4,000 +21%
TI
460
Tidal Investments
Wisconsin
$1.82M +$259K +3,213 +17%
EFS
461
Econ Financial Services
Pennsylvania
$1.81M +$1.81M +22,423 New
MCM
462
MAI Capital Management
Ohio
$1.81M -$34.7K -430 -2%
WWM
463
Western Wealth Management
Colorado
$1.81M +$78.3K +835 +5%
B
464
Bailard
California
$1.8M +$52.5K +651 +3%
Millennium Management
465
Millennium Management
New York
$1.79M -$44.5M -551,469 -96%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$1.77M -$2.48M -30,685 -58%
NAM
467
NorthCrest Asset Manangement
Minnesota
$1.77M -$95.6K -1,185 -5%
LA
468
LexAurum Advisors
Kansas
$1.76M
Wealth Enhancement Advisory Services
469
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$1.76M +19,066 New
WCBA
470
Weaver C. Barksdale & Associates
Tennessee
$1.76M -$62.7K -777 -3%
CCMINC
471
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.75M +$47.5K +589 +3%
Koshinski Asset Management
472
Koshinski Asset Management
Illinois
$1.75M +$63.4K +785 +4%
MG
473
Mather Group
Illinois
$1.75M +$162K +2,003 +10%
CIC
474
Carnegie Investment Counsel
Ohio
$1.74M +$1.45M +17,967 +498%
MMA
475
Miracle Mile Advisors
California
$1.74M +$7.59K +94 +0.4%