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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 %
MGIA
701
Matthew Goff Investment Advisor
Texas
$661K
PBO
702
Peoples Bank (Ohio)
Ohio
$660K -$403 -5 -0.1%
CC
703
Corsicana & Co
Texas
$653K +$49.7K +615 +8%
APWM
704
Atlas Private Wealth Management
New York
$652K +$116K +1,436 +22%
IAA
705
Independent Advisor Alliance
North Carolina
$648K +$15.5K +192 +2%
VEA
706
Virtus ETF Advisers
New York
$644K +$644K +7,974 New
MHI
707
Miller Howard Investments
New York
$641K -$168K -2,079 -21%
TC
708
Towle & Co
Colorado
$639K +$14.5K +180 +2%
TNA
709
True North Advisors
Texas
$637K -$26.5K -328 -4%
CGA
710
Crescent Grove Advisors
Illinois
$635K +$127K +1,578 +25%
DAM
711
Doheny Asset Management
California
$634K +$634K +7,854 New
BCCM
712
Bridge Creek Capital Management
Massachusetts
$632K -$3.71K -46 -0.6%
WA
713
WealthTrust Axiom
Pennsylvania
$629K +$727 +9 +0.1%
HFG
714
Heron Financial Group
New York
$627K +$2.02K +25 +0.3%
BSA
715
Bull Street Advisors
Georgia
$626K
GI
716
Gradient Investments
Minnesota
$624K +$218K +2,702 +54%
PGFC
717
Peapack-Gladstone Financial Corp
New Jersey
$620K +$95.3K +1,181 +18%
ICM
718
Islay Capital Management
Texas
$619K
BWM
719
BerganKDV Wealth Management
Minnesota
$618K -$51.3K -636 -8%
TFS
720
Thoroughbred Financial Services
Tennessee
$617K -$1.37K -17 -0.2%
NL
721
Navalign LLC
California
$616K +$27.9K +345 +5%
FHA
722
Flagship Harbor Advisors
Massachusetts
$616K +$212K +2,624 +52%
MPWT
723
MassMutual Private Wealth & Trust
Connecticut
$614K -$16.5K -205 -3%
First Manhattan
724
First Manhattan
New York
$613K
IFWM
725
Institute for Wealth Management
Colorado
$613K