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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 %
HDIM
776
Hanson & Doremus Investment Management
Vermont
$372K -$104K -1,491 -22%
CCFCSB
777
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$48.5K -693 -12%
TCOT
778
Trust Company of Toledo
Ohio
$371K -$3.92K -56 -1%
MHI
779
Miller Howard Investments
New York
$370K -$25.6K -365 -6%
BCM
780
Birmingham Capital Management
Alabama
$370K +$131K +1,865 +55%
PWM
781
Prentice Wealth Management
New York
$368K +$2.8K +40 +0.8%
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$367K -$196K -2,800 -35%
IFAM
783
Institutional & Family Asset Management
Colorado
$367K
NIG
784
NFJ Investment Group
Texas
$366K -$81.2K -1,157 -18%
CG
785
Colony Group
Massachusetts
$365K -$2.73K -39 -0.7%
AFP
786
Ausdal Financial Partners
Iowa
$364K +$124K +1,768 +52%
WTC
787
WhitTier Trust Company
Nevada
$363K
SKK
788
Shepherd Kaplan Krochuk
Massachusetts
$361K -$14K -200 -4%
FSWA
789
Financial Synergies Wealth Advisors
Texas
$360K +$350 +5 +0.1%
CPC
790
Congress Park Capital
New York
$360K -$35K -500 -9%
BAM
791
Belpointe Asset Management
Nevada
$359K -$164K -2,337 -31%
SWM
792
SeaCrest Wealth Management
New York
$358K -$12.2K -175 -3%
AWM
793
Apollon Wealth Management
South Carolina
$358K +$358K +5,112 New
OTPPB
794
Ontario Teachers' Pension Plan Board
Ontario, Canada
$356K -$30.8K -440 -8%
WIC
795
Wilkins Investment Counsel
Massachusetts
$355K
CT
796
Cambridge Trust
Massachusetts
$354K -$16.2K -231 -4%
MFA
797
Mayflower Financial Advisors
Massachusetts
$354K +$63.7K +769 +22%
MCM
798
Manchester Capital Management
Vermont
$354K +$169K +2,419 +92%
VA
799
Valmark Advisers
Ohio
$353K -$464K -6,625 -57%
PFP
800
Pinnacle Financial Partners
Tennessee
$352K -$4.49K -64 -1%