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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 %
NFG
676
Nations Financial Group
Iowa
$721K +$2.42K +30 +0.3%
CG
677
Caprock Group
Idaho
$721K +$14.2K +176 +2%
KS
678
Karpas Strategies
Connecticut
$719K
EIP
679
Epoch Investment Partners
New York
$717K -$188K -2,325 -21%
FAIM
680
Financial Advocates Investment Management
Washington
$713K +$81.9K +1,016 +13%
MPI
681
Mairs & Power Inc
Minnesota
$710K +$395K +4,900 +126%
FNBTCON
682
First National Bank & Trust Co of Newtown
Pennsylvania
$709K
KFP
683
KMG Fiduciary Partners
Ohio
$707K +$707K +8,765 New
TFA
684
Teamwork Financial Advisors
Texas
$702K -$1.08M -13,360 -61%
BOH
685
Bank of Hawaii
Hawaii
$701K -$1.61K -20 -0.2%
SC
686
Searle & Co
Connecticut
$700K
PIM
687
Penobscot Investment Management
Massachusetts
$699K
BAM
688
Belpointe Asset Management
Nevada
$692K -$17K -211 -2%
NW
689
NewEdge Wealth
Pennsylvania
$691K -$31.7K -393 -4%
NSIM
690
North Star Investment Management
Illinois
$691K +$323 +4 +0%
JWCA
691
J.W. Coons Advisors
Ohio
$690K +$146K +1,810 +27%
CM
692
CoreCommodity Management
Connecticut
$689K -$3.23K -40 -0.5%
BO
693
Bank OZK
Arkansas
$688K +$27.4K +339 +4%
FTUS
694
Flow Traders U.S.
New York
$687K +$687K +8,512 New
VCA
695
Verdence Capital Advisors
Maryland
$685K +$5.16K +64 +0.8%
ECG
696
Edge Capital Group
Georgia
$682K +$3.55K +44 +0.5%
JWCA
697
J.W. Cole Advisors
Florida
$674K -$31.2K -387 -4%
RG
698
Retirement Group
California
$674K +$28.4K +352 +4%
GT
699
Greenleaf Trust
Michigan
$673K +$53K +657 +9%
BEAM
700
Baker Ellis Asset Management
Washington
$672K