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Phillips 66

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Shares
Change %
WA1
726
Wimmer Associates 1
California
$862K
FHA
727
Flagship Harbor Advisors
Massachusetts
$861K +$66.1K +635 +8%
FG
728
Fiduciary Group
Georgia
$858K +$20.2K +194 +2%
TFS
729
Thoroughbred Financial Services
Tennessee
$838K +$42K +404 +5%
BS
730
Boenning & Scattergood
Pennsylvania
$836K +$227K +2,632 +37%
PBO
731
Peoples Bank (Ohio)
Ohio
$835K -$16.1K -155 -2%
PAM
732
Paradigm Asset Management
New York
$833K +$833K +8,000 New
NEI
733
Northwest & Ethical Investments
Ontario, Canada
$830K +$62.1K +597 +8%
CCMG
734
Clark Capital Management Group
Pennsylvania
$826K -$233K -2,243 -22%
I
735
INVST
Indiana
$824K -$66.5K -663 -7%
TNA
736
True North Advisors
Texas
$822K
HI
737
Horizon Investments
North Carolina
$819K +$318K +3,055 +64%
VAS
738
Vestmark Advisory Solutions
Massachusetts
$817K +$271K +2,603 +50%
WA
739
Wealth Alliance
New York
$815K +$145K +1,390 +22%
WP
740
Westmount Partners
California
$813K +$813K +7,810 New
BCCM
741
Bridge Creek Capital Management
Massachusetts
$812K -$3.54K -34 -0.4%
BSA
742
Bull Street Advisors
Georgia
$807K
1SB
743
1ST Source Bank
Indiana
$801K +$41.6K +400 +5%
VEA
744
Virtus ETF Advisers
New York
$800K -$29.7K -285 -4%
PGFC
745
Peapack-Gladstone Financial Corp
New Jersey
$800K +$520 +5 +0.1%
CGA
746
Crescent Grove Advisors
Illinois
$797K -$21.6K -208 -3%
WA
747
WealthTrust Axiom
Pennsylvania
$794K -$17.4K -167 -2%
DP
748
Dearborn Partners
Illinois
$787K -$224K -2,157 -22%
FSC
749
Full Sail Capital
Oklahoma
$787K -$308K -2,956 -28%
FFM
750
Forum Financial Management
Illinois
$780K +$84.9K +816 +12%