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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 %
TC
526
Telemus Capital
Michigan
$1.39M +$52.9K +655 +4%
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.39M +$64.8K +802 +5%
SIMG
528
Sonora Investment Management Group
Arizona
$1.39M
AAM
529
Azzad Asset Management
Virginia
$1.39M +$17.8K +234 +1%
CFMC
530
Curbstone Financial Management Corp
New Hampshire
$1.37M
SWP
531
Strategic Wealth Partners
Ohio
$1.36M +$58.7K +727 +4%
NCM
532
Northside Capital Management
Oregon
$1.36M
TGAM
533
TBH Global Asset Management
Tennessee
$1.36M +$3.39K +42 +0.3%
GIM
534
Greylin Investment Management
Virginia
$1.34M -$141K -1,750 -10%
National Bank of Canada
535
National Bank of Canada
Quebec, Canada
$1.34M -$51.9K -626 -4%
CCA
536
Cobblestone Capital Advisors
New York
$1.32M -$323 -4 -0%
MPPW
537
Mitchell & Pahl Private Wealth
Oklahoma
$1.32M +$55.6K +689 +4%
SPC
538
Sigma Planning Corp
Michigan
$1.31M -$34.8K -431 -3%
CB
539
Community Bank
New York
$1.3M +$37.1K +460 +3%
WG
540
Winton Group
United Kingdom
$1.29M -$593K -7,339 -31%
BPM
541
Bowling Portfolio Management
Ohio
$1.29M -$28.9K -358 -2%
CAM
542
Cresset Asset Management
Illinois
$1.28M +$12.8K +159 +1%
PA
543
Procyon Advisors
Connecticut
$1.27M +$240K +2,978 +23%
CSPIA
544
Cary Street Partners Investment Advisory
Virginia
$1.27M +$115K +1,424 +10%
HWM
545
HB Wealth Management
Georgia
$1.26M +$112K +1,382 +10%
TBA
546
Tower Bridge Advisors
Pennsylvania
$1.26M
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$1.26M -$29.5K -366 -2%
TWC
548
TD Waterhouse Canada
Ontario, Canada
$1.23M +$822K +8,733 +202%
EHC
549
Everett Harris & Co
California
$1.23M -$3.23K -40 -0.3%
DY
550
Dowling & Yahnke
California
$1.22M -$17.7K -219 -1%