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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 %
IWC
976
Integrated Wealth Concepts
Massachusetts
$209K +$209K +2,981 New
PNC
977
Park National Corp
Ohio
$208K -$80.8K -1,148 -28%
MRCM
978
M&R Capital Management
New Jersey
$207K -$6.99K -100 -3%
RIA
979
Regal Investment Advisors
Michigan
$206K +$30.5K +436 +17%
SIM
980
SSI Investment Management
California
$205K
CCM
981
Chilton Capital Management
Texas
$202K
HWA
982
HCR Wealth Advisors
California
$201K -$140 -2 -0.1%
PIM
983
Perpetual Investment Management
Australia
$201K
PC
984
Port Capital
Illinois
$201K +$10.6K +151 +6%
CWA
985
Canvas Wealth Advisors
Kansas
$200K +$1.75K +25 +0.9%
GCM
986
Gables Capital Management
Florida
$193K
MCA
987
Mercer Capital Advisers
New Jersey
$188K -$17.5K -250 -9%
MMG
988
Monetary Management Group
Missouri
$187K -$17.5K -250 -9%
LC
989
Lindbrook Capital
California
$187K +$210 +3 +0.1%
NICM
990
Neo Ivy Capital Management
New York
$187K +$187K +2,606 New
Bank Julius Baer & Co
991
Bank Julius Baer & Co
Switzerland
$184K -$305K -4,345 -62%
LWCFA
992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K -$25.4K -363 -12%
FHA
993
First Horizon Advisors
Tennessee
$179K -$30.2K -432 -14%
PFGIA
994
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$5.4K +77 +3%
APW
995
Acima Private Wealth
Virginia
$175K -$7K -100 -4%
QCG
996
Quadrant Capital Group
Ohio
$170K -$20.1K -287 -11%
BCA
997
Bray Capital Advisors
Florida
$167K +$1.54K +22 +0.9%
CAM
998
Close Asset Management
United Kingdom
$165K
HCP
999
Hexagon Capital Partners
Arkansas
$165K +$28.7K +411 +21%
MA
1000
Montag & Associates
Georgia
$164K