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Phillips 66

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
901
Vaughan David Investments
Illinois
$495K -$10.4K -100 -2%
LC
902
Lincoln Capital
Nebraska
$490K -$3.96K -38 -0.8%
LAM
903
Lingohr Asset Management
Germany
$489K
SP
904
Successful Portfolios
Florida
$488K
IWC
905
Integrated Wealth Concepts
Massachusetts
$488K +$151K +1,453 +45%
CCFCSB
906
Cape Cod Five Cents Savings Bank
Massachusetts
$488K +$26.9K +258 +6%
PTC
907
Private Trust Company
Ohio
$486K -$28K -269 -5%
CT
908
Coastline Trust
Rhode Island
$484K -$10.5K -101 -2%
SAM
909
S.A. Mason
Michigan
$483K
LCM
910
LVM Capital Management
Michigan
$481K
VAM
911
Verity Asset Management
North Carolina
$480K -$95.9K -921 -17%
RP
912
Riverwater Partners
Wisconsin
$477K -$2.71K -26 -0.6%
OCM
913
Orleans Capital Management
Louisiana
$477K
NL
914
NWAM LLC
Washington
$477K -$215K -2,069 -31%
AF
915
Aldebaran Financial
$475K -$31.2K -300 -6%
FWP
916
FAS Wealth Partners
Kansas
$474K -$3.12K -30 -0.7%
PPP
917
Private Portfolio Partners
New Jersey
$472K +$520 +5 +0.1%
AIM
918
Acropolis Investment Management
Missouri
$469K +$1.15K +11 +0.2%
IVP
919
Intrinsic Value Partners
Arizona
$467K -$35.9K -345 -7%
WA
920
WP Advisors
California
$466K +$9.78K +94 +2%
CPC
921
Cookson Peirce & Co
Pennsylvania
$464K +$59.8K +575 +15%
CI
922
Conning Inc
Connecticut
$461K -$1.25K -12 -0.3%
PFP
923
Pinnacle Financial Partners
Tennessee
$460K
JCIA
924
Jackson Creek Investment Advisors
Colorado
$460K +$86.9K +835 +23%
NW
925
Naviter Wealth
Arkansas
$460K