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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 %
WWA
926
WCG Wealth Advisors
Nevada
$348K +$485 +6 +0.1%
NW
927
Naviter Wealth
Arkansas
$347K
BTI
928
Blue Trust Inc
Georgia
$346K +$67.5K +824 +24%
JWWM
929
Johnson & White Wealth Management
Pennsylvania
$346K +$346K +4,287 New
MFA
930
Mayflower Financial Advisors
Massachusetts
$344K +$24.9K +308 +8%
Nomura Holdings
931
Nomura Holdings
Japan
$343K -$45.3K -561 -12%
SWA
932
Sutton Wealth Advisors
Florida
$341K +$91.9K +1,139 +37%
CAMG
933
CWA Asset Management Group
Florida
$341K +$106K +1,317 +45%
KTC
934
Kistler-Tiffany Companies
Pennsylvania
$340K +$18.2K +225 +6%
ECM
935
Evergreen Capital Management
Washington
$339K -$4.6K -57 -1%
MA
936
MJP Associates
Connecticut
$339K +$111K +1,371 +48%
QCG
937
Quadrant Capital Group
Ohio
$338K +$60.1K +745 +22%
SAM
938
SignalPoint Asset Management
Missouri
$337K +$13.5K +167 +4%
IF
939
Insight Folios
North Carolina
$336K +$14.7K +182 +5%
AAS
940
Ameritas Advisory Services
Nebraska
$332K +$14.2K +176 +4%
PTC
941
Petrus Trust Company
Texas
$331K -$63.5K -787 -16%
SWM
942
Segment Wealth Management
Texas
$330K
SBIA
943
Sheaff Brock Investment Advisors
Indiana
$329K -$403 -5 -0.1%
FIM
944
Freedom Investment Management
Connecticut
$328K -$59.8K -741 -15%
FMB
945
Field & Main Bank
Kentucky
$327K +$17.4K +215 +6%
PCA
946
Personal Capital Advisors
California
$327K +$327K +4,048 New
BA
947
Ballew Advisors
Mississippi
$325K +$4.55K +50 +1%
BB
948
Busey Bank
Illinois
$325K +$47.2K +584 +17%
JGUA
949
John G. Ullman & Associates
New York
$324K -$1.62K -20 -0.5%
WFA
950
Wipfli Financial Advisors
Wisconsin
$324K +$324K +4,015 New