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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 %
AWCI
601
Alpine Woods Capital Investors
New York
$665K +$665K +9,500 New
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$663K +$4.55K +65 +0.7%
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$657K +$447K +6,380 +212%
EP
604
Eudaimonia Partners
Tennessee
$657K +$1.05K +15 +0.2%
ATC
605
Adirondack Trust Company
New York
$653K +$6.81K +91 +1%
IA
606
IndexIQ Advisors
New York
$646K +$113K +1,613 +21%
DFA
607
Delta Financial Advisors
Louisiana
$644K +$140 +2 +0%
TA
608
Tiedemann Advisors
New York
$642K -$8.7K -124 -1%
CCMD
609
Cypress Capital Management (Delaware)
Delaware
$641K
JCM
610
Jacobi Capital Management
Pennsylvania
$636K +$21.2K +303 +3%
GIA
611
Granite Investment Advisors
New Hampshire
$635K -$70K -1,000 -10%
FC
612
Ferris Capital
Massachusetts
$633K +$633K +8,125 New
MNBTD
613
Moody National Bank Trust Division
Texas
$632K +$840 +12 +0.1%
ODCM
614
Old Dominion Capital Management
Virginia
$632K +$22.1K +316 +4%
DA
615
DCM Advisors
New York
$628K +$628K +8,972 New
LIM
616
Longfellow Investment Management
Massachusetts
$627K
FG
617
Fiduciary Group
Georgia
$625K
XSC
618
X-Square Capital
Puerto Rico
$624K +$49.8K +711 +9%
ICM
619
Islay Capital Management
Texas
$622K -$21.3K -304 -3%
HFG
620
Heron Financial Group
New York
$622K +$4.84K +69 +0.8%
VFA
621
Valeo Financial Advisors
Indiana
$619K +$274K +3,915 +80%
BOH
622
Bank of Hawaii
Hawaii
$617K -$93.7K -1,338 -13%
CM
623
CoreCommodity Management
Connecticut
$614K
CF
624
Centaurus Financial
California
$614K +$144K +2,057 +31%
BWM
625
BerganKDV Wealth Management
Minnesota
$604K +$100K +1,427 +20%