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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 %
SP
801
Symmetry Partners
Connecticut
$498K
CWM
802
Cornerstone Wealth Management
Missouri
$497K +$19.5K +242 +4%
IWM
803
IHT Wealth Management
Illinois
$497K +$146K +1,812 +42%
CWS
804
Confluence Wealth Services
Pennsylvania
$496K -$172K -2,135 -26%
VA
805
Valmark Advisers
Ohio
$495K +$3.79K +47 +0.8%
CCIA
806
Campbell & Co Investment Adviser
Maryland
$492K -$443K -5,491 -47%
LAM
807
Lingohr Asset Management
Germany
$490K
PFSC
808
Peoples Financial Services Corp
Pennsylvania
$489K
EFS
809
Essex Financial Services
Connecticut
$488K -$222K -2,748 -31%
SKK
810
Shepherd Kaplan Krochuk
Massachusetts
$488K
ACG
811
Allen Capital Group
Nebraska
$487K -$4.85K -60 -1%
MHR
812
Matthew Hamilton Rosenberg
$487K +$23.2K +287 +5%
HCA
813
Heck Capital Advisors
Wisconsin
$486K
VBCG
814
Valley Brook Capital Group
Pennsylvania
$486K +$24.3K +301 +5%
EH
815
Equitable Holdings
New York
$482K +$91.8K +1,138 +24%
CIBC World Market
816
CIBC World Market
Ontario, Canada
$481K -$2.96M -36,692 -86%
AMBIA
817
Allen Mooney & Barnes Investment Advisors
Georgia
$477K +$484 +6 +0.1%
REMPR
818
Roof Eidam Maycock Peralta (REMP)
California
$477K
CI
819
Cigna Investments
Connecticut
$476K -$22.6K -280 -5%
IAN
820
Integrated Advisors Network
Texas
$475K +$40.9K +507 +9%
IGWM
821
ICA Group Wealth Management
Colorado
$472K +$27.6K +342 +6%
GIM
822
Groesbeck Investment Management
New Jersey
$471K
PWPS
823
Pinnacle Wealth Planning Services
Ohio
$469K -$1.45K -18 -0.3%
PP
824
Patron Partners
Texas
$468K +$28.8K +357 +7%
BTWM
825
Baker Tilly Wealth Management
Wisconsin
$467K -$85.4K -1,058 -15%