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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 %
CAM
501
Carret Asset Management
New York
$1.53M -$20.2K -250 -1%
CIP
502
Convergence Investment Partners
Florida
$1.53M +$394K +4,877 +35%
TNBTD
503
Trustmark National Bank Trust Department
Mississippi
$1.52M -$20.2K -250 -1%
HT
504
HAP Trading
New York
$1.52M +$292K +3,617 +24%
AW
505
Apricus Wealth
South Carolina
$1.52M -$69K -855 -4%
MFS
506
Mirabella Financial Services
United Kingdom
$1.5M +$1.5M +18,578 New
IWA
507
Icon Wealth Advisors
Texas
$1.5M +$1.5M +18,541 New
CC
508
Cipher Capital
New York
$1.49M -$1.32M -16,359 -47%
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$1.48M
OPPTF
510
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.48M +$31.6K +380 +2%
IB
511
Intrust Bank
Kansas
$1.47M +$13K +161 +0.9%
BCM
512
Bayesian Capital Management
New York
$1.45M +$1.45M +18,000 New
CSIC
513
Clifford Swan Investment Counsel
California
$1.45M -$29.6K -367 -2%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$1.44M -$378K -4,687 -21%
LNC
515
Lincoln National Corp
Pennsylvania
$1.44M +$76.5K +948 +6%
Cetera Investment Advisers
516
Cetera Investment Advisers
Illinois
$1.44M -$235K -2,917 -14%
AAM
517
Auxier Asset Management
Oregon
$1.44M -$8.07K -100 -0.6%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$1.43M +$354K +4,385 +33%
FCI
519
Financial Counselors Inc
Kansas
$1.43M -$25.6K -317 -2%
FIM
520
Fernwood Investment Management
Massachusetts
$1.42M -$20.2K -250 -1%
DAS
521
Dynamic Advisor Solutions
Arizona
$1.42M +$64.8K +803 +5%
API
522
Advisor Partners II
California
$1.42M +$1.42M +17,586 New
MWA
523
Moser Wealth Advisors
Washington
$1.41M +$807 +10 +0.1%
CAI
524
Capital Advisors Inc
Oklahoma
$1.41M -$47.1K -500 -3%
CBTWT
525
Community Bank & Trust (Waco, Texas)
Texas
$1.41M +$34.6K +429 +3%