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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 %
FLPIM
701
F.L. Putnam Investment Management
Massachusetts
$458K -$8.76K -125 -2%
USGIU
702
U.S. Global Investors (USGI)
Texas
$455K
MIM
703
Miller Investment Management
Pennsylvania
$455K
DFG
704
Demars Financial Group
Washington
$455K +$455K +6,504 New
ATC
705
Argent Trust Co
Tennessee
$454K +$9.58K +137 +2%
VI
706
Vestcor Inc
New Brunswick, Canada
$452K -$61.5K -878 -12%
SSA
707
South Street Advisors
New York
$450K
FTDI
708
First Trust Direct Indexing
Massachusetts
$447K -$102K -1,463 -19%
TAM
709
Tocqueville Asset Management
New York
$441K -$810K -11,560 -65%
AWE
710
Avidian Wealth Enterprises
Texas
$441K -$80.9K -1,155 -15%
PFS
711
Prospera Financial Services
Texas
$441K +$24.9K +356 +6%
ESB
712
Essex Savings Bank
Connecticut
$441K +$33K +464 +8%
PDN
713
Pensionfund DSM Netherlands
Netherlands
$441K +$441K +6,300 New
CCMG
714
Clark Capital Management Group
Pennsylvania
$438K -$16.5M -236,047 -97%
EWM
715
Empirical Wealth Management
Washington
$438K +$5.25K +75 +1%
TW
716
Transform Wealth
Colorado
$437K -$19K -271 -4%
PG
717
Patten Group
Tennessee
$437K -$4.97K -71 -1%
PA
718
Procyon Advisors
Connecticut
$437K +$15.5K +221 +4%
CFA
719
Carroll Financial Associates
North Carolina
$435K -$17.3K -247 -4%
SF
720
Summit Financial
New Jersey
$434K +$203K +2,896 +88%
PP
721
Patron Partners
Texas
$434K +$3.29K +47 +0.8%
HIA
722
Harbor Investment Advisory
Maryland
$431K -$29K -414 -6%
APWM
723
Atlas Private Wealth Management
New York
$431K +$98K +1,398 +29%
CC
724
Corsicana & Co
Texas
$428K +$348K +4,965 +435%
ACG
725
Allen Capital Group
Nebraska
$427K +$70 +1 +0%