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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 %
PG
651
Patten Group
Tennessee
$785K +$185 +2 +0%
DP
652
Dearborn Partners
Illinois
$785K +$11.9K +147 +2%
CC
653
Cannell & Co
New York
$783K
HIP
654
HUB Investment Partners
Texas
$773K -$1.27M -15,708 -62%
CANY
655
Caxton Associates (New York)
New York
$770K +$207K +2,566 +37%
FNT
656
First National Trust
Pennsylvania
$762K +$3.23K +40 +0.4%
JWM
657
Jupiter Wealth Management
Colorado
$762K +$762K +9,450 New
JCM
658
Jacobi Capital Management
Pennsylvania
$761K +$3.15K +39 +0.4%
MNBTD
659
Moody National Bank Trust Division
Texas
$761K +$348K +4,312 +84%
NL
660
NVWM LLC
Pennsylvania
$757K +$757K +9,381 New
BPA
661
Beacon Pointe Advisors
California
$756K -$20.3K -250 -3%
IC
662
IEQ Capital
California
$756K +$116K +1,438 +18%
BL
663
Balentine LLC
Georgia
$753K -$1.83M -22,644 -71%
PPW
664
Parcion Private Wealth
Washington
$744K
BCV
665
Banque Cantonale Vaudoise
Switzerland
$743K -$517K -6,400 -41%
DFA
666
Delta Financial Advisors
Louisiana
$743K +$81 +1 +0%
MAM
667
Mystic Asset Management
Rhode Island
$738K -$10.1K -125 -1%
VWA
668
V Wealth Advisors
Kansas
$736K -$28K -347 -4%
UIM
669
USS Investment Management
United Kingdom
$735K -$2.87M -35,495 -80%
RP
670
Rowlandmiller & Partners
Georgia
$734K
ANTB
671
AMG National Trust Bank
Colorado
$730K +$119K +1,469 +19%
RWA
672
Redhawk Wealth Advisors
Minnesota
$724K +$263K +3,262 +57%
AT
673
American Trust
Kentucky
$723K -$19.3K -239 -3%
MA
674
Mutual Advisors
Nebraska
$722K +$125K +1,552 +21%
PGIM
675
Pacific Global Investment Management
California
$722K +$222K +2,753 +44%