PSX icon

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 %
BIA
601
Barry Investment Advisors
Massachusetts
$969K -$75.8K -939 -7%
PCC
602
Park Circle Company
Maryland
$969K
RA
603
RFG Advisory
Alabama
$958K +$70.2K +668 +8%
EWM
604
Evercore Wealth Management
New York
$951K
VFA
605
Valeo Financial Advisors
Indiana
$944K +$156K +1,928 +20%
PCMK
606
Paragon Capital Management (Kansas)
Kansas
$943K +$10.1K +125 +1%
KNW
607
Kesler Norman & Wride
Utah
$937K +$6.13K +76 +0.7%
PBC
608
Pavion Blue Capital
California
$936K -$12.2K -151 -1%
BFA
609
Bragg Financial Advisors
North Carolina
$933K -$13.4K -166 -1%
WJWM
610
Williams Jones Wealth Management
New York
$914K -$75.5K -936 -8%
JWM
611
Jeppson Wealth Management
California
$910K +$24.2K +300 +3%
GIA
612
Guyasuta Investment Advisors
Pennsylvania
$904K -$61.4K -761 -6%
SMC
613
Smith, Moore & Co
Missouri
$900K -$65.7K -814 -7%
EF
614
Empirical Finance
Pennsylvania
$896K +$160K +1,986 +22%
SC
615
SouthState Corp
Florida
$889K -$115K -1,422 -11%
FTDI
616
First Trust Direct Indexing
Massachusetts
$888K -$12.8K -158 -1%
EGM
617
Engineers Gate Manager
New York
$879K -$257K -3,184 -23%
RIM
618
Redpoint Investment Management
Australia
$878K -$91K -1,127 -9%
BTW
619
Boston Trust Walden
Massachusetts
$877K
LDB
620
Lee, Danner & Bass
Tennessee
$877K +$121K +1,500 +16%
AWM
621
Apollon Wealth Management
South Carolina
$875K -$32.8K -406 -4%
CAG
622
Csenge Advisory Group
Florida
$873K -$27.8K -344 -3%
BP
623
BBR Partners
New York
$869K -$102K -1,263 -10%
HIA
624
Harbor Investment Advisory
Maryland
$869K +$19.9K +247 +2%
WA1
625
Wimmer Associates 1
California
$863K +$23.5K +225 +3%