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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 %
JWM
551
Jeppson Wealth Management
California
$827K +$47.3K +675 +6%
EF
552
Exeter Financial
Arizona
$826K
SMC
553
Smith, Moore & Co
Missouri
$824K -$5.53K -79 -0.7%
FQ
554
First Quadrant
California
$818K
NA
555
NewEdge Advisors
Louisiana
$815K -$108K -1,541 -12%
MCM
556
MAI Capital Management
Ohio
$814K +$43.8K +626 +6%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$808K +$9.46K +135 +1%
SWM
558
Spire Wealth Management
Virginia
$807K +$6.94K +99 +0.9%
SC
559
SouthState Corp
Florida
$796K -$12.7K -181 -2%
BFA
560
Bragg Financial Advisors
North Carolina
$790K -$35K -499 -4%
CAI
561
Capital Advisors Inc
Oklahoma
$790K -$4.13K -59 -0.5%
KNW
562
Kesler Norman & Wride
Utah
$790K +$16.6K +237 +2%
PCMK
563
Paragon Capital Management (Kansas)
Kansas
$783K +$9.88K +141 +1%
BRWA
564
B. Riley Wealth Advisors
Florida
$779K +$32.5K +463 +4%
IA
565
IFP Advisors
Florida
$775K -$70.6K -1,003 -8%
1CP
566
17 Capital Partners
Arizona
$775K
SAM
567
Silvercrest Asset Management
New York
$775K +$8.62K +123 +1%
SI
568
Stephens Inc
Arkansas
$769K -$9.24K -132 -1%
ESCM
569
Echo Street Capital Management
New York
$764K +$170K +2,423 +29%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$758K -$962K -13,719 -56%
VWA
571
V Wealth Advisors
Kansas
$755K -$3.71K -53 -0.5%
IC
572
Inscription Capital
Texas
$754K -$1.09M -15,637 -59%
PPW
573
Parcion Private Wealth
Washington
$748K +$8.85K +109 +1%
HVIA
574
Hudson Valley Investment Advisors
New York
$741K -$34.9K -499 -5%
RMC
575
Resources Management Corp
Connecticut
$737K +$51.8K +740 +8%