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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 %
LCM
901
LVM Capital Management
Michigan
$373K +$40.3K +500 +12%
BEI
902
Benjamin Edwards Inc
Missouri
$372K -$8.63K -107 -2%
RP
903
Riverwater Partners
Wisconsin
$372K -$2.42K -30 -0.6%
WCM
904
Weik Capital Management
Pennsylvania
$371K -$28.3K -350 -7%
OCM
905
Orleans Capital Management
Louisiana
$370K -$12.9K -160 -3%
FWP
906
FAS Wealth Partners
Kansas
$370K +$37.7K +467 +11%
AFP
907
Ausdal Financial Partners
Iowa
$367K -$4.84K -60 -1%
AWA
908
Arete Wealth Advisors
Illinois
$367K +$81.5K +1,009 +29%
PPP
909
Private Portfolio Partners
New Jersey
$366K +$85.6K +1,060 +31%
AIM
910
Acropolis Investment Management
Missouri
$363K -$323 -4 -0.1%
PWM
911
Perigon Wealth Management
California
$363K +$363K +4,499 New
WPW
912
Waldron Private Wealth
Pennsylvania
$362K -$2.18K -27 -0.6%
WCM
913
WealthBridge Capital Management
Ohio
$360K
Fisher Asset Management
914
Fisher Asset Management
Washington
$358K -$115K -1,427 -24%
CI
915
Conning Inc
Connecticut
$358K -$38K -471 -10%
P
916
Pitcairn
Pennsylvania
$358K +$6.87K +85 +2%
ECM
917
Estabrook Capital Management
New York
$358K
CCFCSB
918
Cape Cod Five Cents Savings Bank
Massachusetts
$357K +$11.8K +146 +3%
PFP
919
Pinnacle Financial Partners
Tennessee
$357K +$40.2K +498 +13%
MIC
920
Means Investment Company
Maine
$356K -$12.7K -157 -3%
FFWM
921
Future Financial Wealth Management
Ohio
$355K +$355K +4,331 New
SAM
922
Strategy Asset Managers
California
$355K +$355K +4,401 New
WA
923
WP Advisors
California
$354K +$3.8K +47 +1%
APW
924
Austin Private Wealth
Texas
$352K -$26.6K -330 -7%
LWAC
925
Laurel Wealth Advisors (California)
California
$349K +$18.2K +226 +6%