PSX icon

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 %
EM
801
Excalibur Management
Massachusetts
$351K +$64.4K +920 +22%
IPW
802
Inlet Private Wealth
Florida
$350K
SRC
803
Sage Rhino Capital
California
$350K +$4.83K +69 +1%
JWCA
804
J.W. Coons Advisors
Ohio
$348K -$118K -1,687 -25%
MA
805
MCF Advisors
Kentucky
$348K +$2.24K +32 +0.6%
JAG
806
Journey Advisory Group
Kentucky
$348K +$125K +1,785 +56%
MI
807
Markston International
New York
$346K -$544K -7,762 -61%
VBCG
808
Valley Brook Capital Group
Pennsylvania
$346K -$32.2K -461 -9%
AC
809
Allstate Corporation
Illinois
$345K -$87.5K -1,249 -20%
MYAM
810
Meiji Yasuda Asset Management
Japan
$345K +$34.3K +490 +11%
LFF
811
Level Four Financial
Texas
$345K +$37.5K +536 +12%
GG
812
Gofen & Glossberg
Illinois
$342K +$5.61K +80 +2%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$342K +$20.2K +288 +6%
FSC
814
Full Sail Capital
Oklahoma
$340K +$134K +1,918 +65%
CT
815
Coastline Trust
Rhode Island
$339K -$32.2K -460 -9%
FNBT
816
FineMark National Bank & Trust
Florida
$339K -$27.7K -396 -8%
TCA
817
Transcend Capital Advisors
New Jersey
$338K +$6.74K +82 +2%
AF
818
Aldebaran Financial
$337K +$19.6K +280 +6%
AWM
819
Avior Wealth Management
Nebraska
$337K +$50K +716 +17%
SP
820
Successful Portfolios
Florida
$336K +$35.1K +500 +12%
FCH
821
Freestone Capital Holdings
Washington
$334K +$17.5K +250 +6%
EIP
822
Easterly Investment Partners
Massachusetts
$332K
FA
823
Faithward Advisors
Pennsylvania
$331K -$13.6K -194 -4%
VPIM
824
Vanguard Personalized Indexing Management
California
$329K -$184K -2,631 -36%
WT
825
Washington Trust
Rhode Island
$329K +$3.5K +50 +1%