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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 %
CP
951
Cumberland Partners
Ontario, Canada
$323K
AIP
952
Ahrens Investment Partners
Louisiana
$323K +$54.9K +681 +20%
WIC
953
Wilkins Investment Counsel
Massachusetts
$322K
MIM
954
Meixler Investment Management
Arizona
$319K -$37K -458 -10%
AF
955
Allworth Financial
California
$319K -$26.3K -326 -8%
APP
956
Avantax Planning Partners
Iowa
$319K +$10.8K +134 +4%
HDIM
957
Hanson & Doremus Investment Management
Vermont
$317K -$21K -260 -6%
NCM
958
Next Capital Management
New York
$315K
WI
959
Wedgewood Investors
Pennsylvania
$315K
AWM
960
Axxcess Wealth Management
California
$315K +$75.5K +934 +32%
SS
961
Sunbelt Securities
Texas
$314K +$888 +11 +0.3%
JSL
962
JT Stratford LLC
Georgia
$314K +$10.3K +127 +3%
CPC
963
Cookson Peirce & Co
Pennsylvania
$314K +$28.5K +352 +10%
OFS
964
OneAscent Financial Services
Alabama
$313K -$58.8K -728 -16%
WHG
965
Westwood Holdings Group
Texas
$311K -$26.4K -328 -8%
FCH
966
Freestone Capital Holdings
Washington
$311K -$16.4K -203 -5%
TCOO
967
Trust Company of Oklahoma
Oklahoma
$311K
PAG
968
Powers Advisory Group
Illinois
$310K +$310K +3,836 New
RIA
969
Regal Investment Advisors
Michigan
$310K +$310K +3,838 New
GCP
970
GSA Capital Partners
United Kingdom
$309K -$897K -11,097 -74%
MAM
971
Montchanin Asset Management
Delaware
$309K
GF
972
Goodman Financial
Texas
$308K
ESCM
973
Echo Street Capital Management
New York
$308K +$308K +3,812 New
CIA
974
Capital Investment Advisors
Georgia
$307K -$6.61K -82 -2%
CA
975
Callahan Advisors
Texas
$307K