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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 %
GJIC
926
Gamble Jones Investment Counsel
California
$242K +$1.19K +17 +0.5%
CAG
927
Csenge Advisory Group
Florida
$241K -$124K -1,706 -34%
DILIC
928
Dai-ichi Life Insurance Company
Japan
$241K -$102K -1,462 -30%
JWCA
929
J.W. Cole Advisors
Florida
$240K -$79.9K -1,142 -25%
TWM
930
Tolleson Wealth Management
Texas
$240K
CPIG
931
Chicago Partners Investment Group
Illinois
$240K +$3.73K +48 +2%
MA
932
Mutual Advisors
Nebraska
$239K -$80.7K -1,154 -25%
TW
933
TrinityPoint Wealth
Connecticut
$239K +$24.7K +353 +12%
RVPG
934
Relative Value Partners Group
$238K -$2.38K -34 -1%
FNBSF
935
First National Bank Sioux Falls
South Dakota
$236K
DTC
936
Davidson Trust Company
Washington
$236K +$419 +6 +0.2%
WPA
937
West Paces Advisors
Georgia
$236K -$1.96K -28 -0.8%
SBL
938
Sargent Bickham Lagudis
Colorado
$235K -$15.3K -219 -6%
EGA
939
E&G Advisors
Texas
$235K +$235K +3,352 New
DWT
940
Dorsey & Whitney Trust
South Dakota
$234K -$2.45K -35 -1%
AIM
941
Allen Investment Management
New York
$234K
SSG
942
Summit Securities Group
New York
$231K -$96K -1,372 -29%
FWP
943
FAS Wealth Partners
Kansas
$228K +$6.51K +93 +3%
PP
944
PDS Planning
Ohio
$227K -$70.2K -1,004 -24%
FNBOSM
945
First National Bank of South Miami
Florida
$227K -$9.96K -142 -4%
MC
946
Machina Capital
France
$227K +$227K +3,236 New
LHC
947
Little House Capital
Massachusetts
$225K -$19.9K -284 -8%
LPIC
948
LeJeune Puetz Investment Counsel
Michigan
$225K +$47.2K +673 +27%
MFS
949
Mirabella Financial Services
United Kingdom
$224K +$224K +3,194 New
AF
950
Allworth Financial
California
$222K -$4.07K -58 -2%