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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 %
AWE
626
Avidian Wealth Enterprises
Texas
$860K -$7.83K -97 -0.9%
SWM
627
SeaCrest Wealth Management
New York
$860K +$968 +12 +0.1%
CWM
628
Connecticut Wealth Management
Connecticut
$856K -$304K -3,763 -26%
FG
629
Fiduciary Group
Georgia
$856K +$2.34K +22 +0.3%
CT
630
Columbia Trust
Oregon
$853K +$22.9K +284 +3%
FSC
631
Full Sail Capital
Oklahoma
$849K
HAI
632
Hennessy Advisors Inc
California
$848K
BFS
633
Bradley Foster & Sargent
Connecticut
$842K -$3.23K -40 -0.4%
BSW
634
Buckingham Strategic Wealth
Missouri
$840K -$118K -1,461 -12%
FFG
635
Fortem Financial Group
California
$840K +$7.59K +94 +0.9%
RMC
636
Resources Management Corp
Connecticut
$840K +$8.07K +100 +1%
ATC
637
Adirondack Trust Company
New York
$835K +$25.4K +315 +3%
SCA
638
Snowden Capital Advisors
New York
$832K +$67.7K +839 +9%
LIM
639
Longfellow Investment Management
Massachusetts
$824K
CCMG
640
Clark Capital Management Group
Pennsylvania
$822K -$27.1K -336 -3%
S
641
Seeyond
France
$818K -$280K -3,471 -26%
I
642
INVST
Indiana
$809K -$2.64K -29 -0.3%
SC
643
Shay Capital
New York
$802K +$498K +6,163 +163%
TCM
644
Teza Capital Management
Illinois
$801K +$278K +3,446 +53%
AT
645
Arvest Trust
Oklahoma
$800K -$386K -4,786 -33%
MGIA
646
Moneta Group Investment Advisors
Missouri
$798K -$36.9K -457 -4%
SIMM
647
Stillwater Investment Management (Minnesota)
Minnesota
$798K +$8.72K +108 +1%
MWM
648
Marion Wealth Management
Pennsylvania
$798K +$97K +1,202 +14%
FFA
649
First Foundation Advisors
California
$798K +$798K +9,881 New
IRC
650
Investors Research Corp
Georgia
$785K