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Phillips 66

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
Shell Asset Management
Netherlands
$993K -$31.7K -453 -3%
CWM
502
Connecticut Wealth Management
Connecticut
$991K +$2.8K +40 +0.3%
HW
503
Hancock Whitney
Mississippi
$985K -$48.2K -688 -5%
CANY
504
Caxton Associates (New York)
New York
$980K +$980K +14,000 New
LCM
505
Logan Capital Management
Pennsylvania
$979K
BC
506
Bartlett & Co
Ohio
$974K +$13K +185 +1%
BCWM
507
Bartlett & Co Wealth Management
Ohio
$974K +$13K +185 +1%
ClearBridge Investments
508
ClearBridge Investments
New York
$967K -$1.07M -15,338 -53%
AIA
509
Armor Investment Advisors
North Carolina
$960K -$70.3K -1,003 -7%
MG
510
Mather Group
Illinois
$957K +$540K +7,711 +129%
BC
511
Burney Company
Virginia
$951K +$228K +3,250 +31%
CB
512
Community Bank
New York
$947K +$20.5K +292 +2%
CI
513
Cigna Investments
Connecticut
$942K -$14K -200 -1%
PA
514
Parallel Advisors
California
$942K +$196K +2,806 +26%
EWM
515
Evercore Wealth Management
New York
$938K -$91.1K -1,300 -9%
WAAG
516
Wealth Alliance Advisory Group
Kansas
$937K -$4.48K -64 -0.5%
HTC
517
Haverford Trust Company
Pennsylvania
$921K +$6.16K +88 +0.7%
Cetera Investment Advisers
518
Cetera Investment Advisers
Illinois
$918K -$4.55K -65 -0.5%
LBC
519
Lowe Brockenbrough & Co
Virginia
$918K
FWM
520
Frontier Wealth Management
Missouri
$914K -$80.8K -1,154 -8%
PP
521
Palladium Partners
Virginia
$914K -$50.5K -721 -5%
PI
522
PineBridge Investments
New York
$913K -$181K -2,592 -17%
TRCT
523
Tower Research Capital (TRC)
New York
$901K -$551K -7,868 -38%
MPPW
524
Mitchell & Pahl Private Wealth
Oklahoma
$892K +$18.7K +267 +2%
CCG
525
Cypress Capital Group
Florida
$889K -$7.14K -102 -0.8%