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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 %
JCM
826
J2 Capital Management
Michigan
$466K +$107K +1,318 +30%
SWM
827
Stockman Wealth Management
Montana
$464K -$18.2K -225 -4%
BAMF
828
BI Asset Management Fondsmaeglerselskab
Denmark
$462K +$151K +1,874 +49%
ESB
829
Essex Savings Bank
Connecticut
$461K -$2.42K -30 -0.5%
FFWA
830
FRG Family Wealth Advisors
Washington
$460K
WAM
831
Weatherly Asset Management
California
$459K -$5.81K -72 -1%
MME
832
Meag Munich Ergo
Germany
$457K
ET
833
Equitable Trust
Tennessee
$455K +$72.7K +901 +19%
CAM
834
Campion Asset Management
Virginia
$452K
AWM
835
Avior Wealth Management
Nebraska
$452K +$11.4K +141 +3%
BAM
836
Blueshift Asset Management
New Jersey
$451K -$5.57K -69 -1%
PCM
837
Prelude Capital Management
New York
$449K -$1.68M -20,877 -79%
WI
838
Wahed Invest
New York
$448K +$40.7K +504 +10%
WA
839
Waddell & Associates
Tennessee
$447K -$16.3K -202 -4%
VAM
840
Verity Asset Management
North Carolina
$447K +$447K +5,536 New
OF
841
Outfitter Financial
Maine
$444K
ACA
842
Aptus Capital Advisors
Alabama
$441K +$182K +2,255 +70%
RIM
843
Regent Investment Management
Kentucky
$438K -$4.04K -50 -0.9%
CCM
844
Covington Capital Management
California
$437K -$74.6K -925 -15%
CF
845
Centaurus Financial
California
$436K +$23.9K +296 +6%
CT
846
Cambridge Trust
Massachusetts
$430K -$29.3K -363 -6%
5L
847
55I LLC
Massachusetts
$429K +$429K +5,314 New
BFAG
848
Blackston Financial Advisory Group
Florida
$428K +$30.4K +291 +8%
TCOT
849
Trust Company of Toledo
Ohio
$426K +$484 +6 +0.1%
CW
850
Connectus Wealth
Ohio
$424K -$2.02K -25 -0.5%