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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 %
WA
826
WP Advisors
California
$327K +$4.13K +59 +1%
CCM
827
Compton Capital Management
Rhode Island
$327K +$90.9K +1,300 +39%
WCA
828
Waratah Capital Advisors
Ontario, Canada
$324K +$324K +4,624 New
SFI
829
Siemens Fonds Invest
Germany
$324K +$324K +4,626 New
SAM
830
Strategy Asset Managers
California
$323K +$43.5K +621 +16%
TVAMP
831
Tennessee Valley Asset Management Partners
Tennessee
$323K +$323K +4,611 New
ECM
832
Evergreen Capital Management
Washington
$322K +$92.3K +1,316 +40%
JHCP
833
Jackson Hole Capital Partners
Oklahoma
$321K
FMTC
834
Farmers & Merchants Trust Company
California
$320K -$279 -4 -0.1%
MIC
835
Means Investment Company
Maine
$319K -$19.1K -272 -6%
GC
836
Grace Capital
Massachusetts
$318K -$686K -2,050 -68%
CW
837
CreativeOne Wealth
Kansas
$318K -$207 -3 -0.1%
P
838
Pitcairn
Pennsylvania
$318K +$1.75K +25 +0.6%
CPWA
839
Cerro Pacific Wealth Advisors
California
$317K -$133K -1,907 -30%
FMBTD
840
First Midwest Bank Trust Division
Illinois
$317K -$35.5K -506 -10%
MAFM
841
Mid Atlantic Financial Management
Pennsylvania
$316K -$9.8K -140 -3%
APW
842
Austin Private Wealth
Texas
$313K -$20.7K -296 -6%
FM
843
Foster & Motley
Ohio
$312K -$85.7K -1,223 -22%
CBT
844
CoreFirst Bank & Trust
Kansas
$311K -$52.8K -753 -15%
PA
845
Probity Advisors
Texas
$310K +$42K +599 +16%
SF
846
Symphony Financial
Texas
$308K -$55.5K -793 -15%
SAM
847
SignalPoint Asset Management
Missouri
$308K -$16.8K -239 -5%
BWM
848
Buckley Wealth Management
Nevada
$308K -$4.27K -61 -1%
SC
849
Scotia Capital
Ontario, Canada
$308K +$22K +314 +8%
CCC
850
Crescent Capital Consulting
Louisiana
$308K +$35.1K +500 +13%