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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 %
RBFC
876
Roman Butler Fullerton & Co
Missouri
$394K +$2.44K +27 +0.6%
OWM
877
OneAscent Wealth Management
Alabama
$394K +$10.7K +133 +3%
JHCP
878
Jackson Hole Capital Partners
Oklahoma
$393K
VDI
879
Vaughan David Investments
Illinois
$392K -$4.44K -55 -1%
TWM
880
Thrive Wealth Management
Pennsylvania
$392K +$139K +1,725 +55%
GG
881
Gofen & Glossberg
Illinois
$391K -$19.1K -236 -5%
PA
882
Probity Advisors
Texas
$391K -$18.9K -234 -5%
IVP
883
Intrinsic Value Partners
Arizona
$390K
HI
884
Horizon Investments
North Carolina
$388K +$61.3K +760 +19%
FNA
885
First National Advisers
Nebraska
$388K +$113K +1,405 +41%
LFA
886
Legacy Financial Advisors
Kentucky
$386K +$14.5K +180 +4%
WT
887
Washington Trust
Rhode Island
$384K -$40.8K -506 -10%
WT
888
Whittier Trust
California
$384K -$30.6K -380 -7%
SFI
889
Siemens Fonds Invest
Germany
$384K
LC
890
Lincoln Capital
Nebraska
$383K -$164K -2,025 -30%
CT
891
Coastline Trust
Rhode Island
$383K -$7.09K -88 -2%
DAC
892
Dividend Assets Capital
South Carolina
$382K -$47.9K -594 -11%
TL
893
Tradewinds LLC
North Carolina
$380K +$7.66K +95 +2%
SP
894
Successful Portfolios
Florida
$379K
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K
RGC
896
Roberts, Glore & Co
Illinois
$378K
SAM
897
S.A. Mason
Michigan
$375K -$8.08K -100 -2%
FMAEN1
898
Fund Management at Engine No 1
California
$373K -$18.5K -229 -5%
CS
899
Comerica Securities
Michigan
$373K +$889 +11 +0.2%
WIC
900
Woodmont Investment Counsel
Tennessee
$373K +$16.9K +210 +5%