PSX icon

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 %
BHB
676
Bank Hapoalim BM
Israel
$497K -$17.2K -246 -3%
AFIA
677
America First Investment Advisors
Nebraska
$496K +$35K +500 +8%
PFSC
678
Peoples Financial Services Corp
Pennsylvania
$495K
GWCM
679
Godshalk Welsh Capital Management
Pennsylvania
$494K
NL
680
Navalign LLC
California
$494K +$8.96K +128 +2%
LC
681
Lincoln Capital
Nebraska
$493K +$128K +1,835 +35%
LW
682
Linscomb Wealth
Texas
$492K
SCA
683
Snowden Capital Advisors
New York
$490K -$45K -643 -8%
RA
684
RFG Advisory
Alabama
$490K -$19.7K -282 -4%
PAM
685
Palisade Asset Management
Minnesota
$483K -$10.2K -145 -2%
SP
686
Symmetry Partners
Connecticut
$478K
IC
687
IEQ Capital
California
$478K +$254K +3,637 +114%
RE
688
RBC Europe
United Kingdom
$477K -$24.9K -355 -5%
RBFC
689
Roman Butler Fullerton & Co
Missouri
$473K +$6.06K +75 +1%
SCM
690
Stevens Capital Management
Pennsylvania
$473K +$228K +3,253 +93%
TNA
691
True North Advisors
Texas
$472K +$40.9K +585 +9%
E
692
Ergoteles
New York
$471K +$471K +6,726 New
PGIM
693
Pacific Global Investment Management
California
$470K -$40.3K -576 -8%
APA
694
American Portfolios Advisors
New York
$467K +$19.3K +276 +4%
SSB
695
Sandy Spring Bank
Maryland
$466K -$41.7K -596 -8%
CA
696
Clearstead Advisors
Ohio
$465K +$33.3K +476 +8%
AHC
697
Adell Harriman & Carpenter
Texas
$465K -$35K -500 -7%
PBO
698
Peoples Bank (Ohio)
Ohio
$461K -$3.5K -50 -0.8%
MIM
699
MTM Investment Management
South Carolina
$461K
WAM
700
Weatherly Asset Management
California
$459K -$21.5K -307 -4%