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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 %
CA
726
Cullinan Associates
Kentucky
$613K +$56.5K +700 +10%
MMPW
727
Mitchell McLeod Pugh & Williams
Alabama
$612K +$15.3K +190 +3%
BFA
728
BMS Financial Advisors
South Dakota
$608K -$14.3K -177 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
729
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$607K -$381K -4,712 -39%
EWA
730
EverSource Wealth Advisors
Alabama
$601K +$300K +3,714 +99%
DWM
731
Drive Wealth Management
Utah
$600K +$41.3K +512 +7%
IWA
732
Intercontinental Wealth Advisors
Texas
$599K -$1.37K -17 -0.2%
RPCONE
733
Retirement Planning Company of New England
Rhode Island
$598K +$727 +9 +0.1%
CCA
734
Checchi Capital Advisers
California
$596K +$7.83K +97 +1%
NEI
735
Northwest & Ethical Investments
Ontario, Canada
$596K -$16.3K -202 -3%
HVIA
736
Hudson Valley Investment Advisors
New York
$593K -$19.5K -242 -3%
WIA
737
Westbourne Investment Advisors
Maryland
$591K -$2.83K -35 -0.5%
BCM
738
Birmingham Capital Management
Alabama
$590K +$13.3K +165 +2%
CWM
739
CIBC World Markets
New York
$589K -$2.12M -26,287 -78%
TWI
740
Thomas White International
Illinois
$589K
1SB
741
1ST Source Bank
Indiana
$589K +$40.3K +500 +7%
IF
742
Intrua Financial
Texas
$588K +$62.4K +773 +12%
GT
743
Glenview Trust
Kentucky
$587K -$17.9K -222 -3%
CFG
744
Citizens Financial Group
Rhode Island
$585K -$175K -2,160 -23%
MGP
745
Metis Global Partners
California
$582K +$10.4K +129 +2%
SW
746
SVB Wealth
Massachusetts
$576K +$223K +2,758 +63%
AMIM
747
Aull & Monroe Investment Management
Alabama
$572K -$24.2K -300 -4%
AFIA
748
America First Investment Advisors
Nebraska
$571K
XT
749
XTX Topco
Cayman Islands
$571K +$571K +7,080 New
BS
750
Boenning & Scattergood
Pennsylvania
$569K -$213K -2,633 -27%