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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 %
AO
751
Advisor OS
Illinois
$568K -$58.8K -730 -9%
Verition Fund Management
752
Verition Fund Management
Connecticut
$566K -$1.67M -20,709 -75%
CWM
753
C2C Wealth Management
Arizona
$566K
CIA
754
Cladis Investment Advisory
Montana
$563K +$81 +1 +0%
ONB
755
Old National Bancorp
Indiana
$561K -$9.68K -120 -2%
GWCM
756
Godshalk Welsh Capital Management
Pennsylvania
$559K -$8.07K -100 -1%
MWM
757
Mission Wealth Management
California
$559K +$63.6K +788 +13%
FMTCOCP
758
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$557K +$77.7K +963 +16%
CA
759
Clearstead Advisors
Ohio
$554K -$5.17K -64 -0.9%
HH
760
Hilltop Holdings
Texas
$552K -$6.7K -83 -1%
Lido Advisors
761
Lido Advisors
California
$550K +$66.8K +829 +14%
CCC
762
Chelsea Counsel Company
California
$549K -$1.14M -14,186 -68%
UH
763
Unigestion Holding
Switzerland
$545K +$545K +6,756 New
TCA
764
Transcend Capital Advisors
New Jersey
$544K -$3.55K -44 -0.6%
HAIM
765
Hunter Associates Investment Management
Pennsylvania
$544K
APA
766
American Portfolios Advisors
New York
$542K -$12.3K -152 -2%
VHAM
767
Van Hulzen Asset Management
California
$542K
HT
768
HighTower Trust
Texas
$542K +$9.29K +115 +2%
CPWA
769
Cerro Pacific Wealth Advisors
California
$541K +$244K +3,023 +82%
FFM
770
Forum Financial Management
Illinois
$539K -$117K -1,449 -18%
NL
771
NWAM LLC
Washington
$537K -$219K -2,707 -29%
VCWA
772
Vanguard Capital Wealth Advisors
Colorado
$532K -$2.99K -37 -0.6%
BHWM
773
Bar Harbor Wealth Management
New Hampshire
$531K -$12.2K -151 -2%
SCM
774
Stevens Capital Management
Pennsylvania
$530K -$251K -3,112 -32%
NHC
775
Nicholas Hoffman & Company
Georgia
$528K +$528K +6,546 New