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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 %
CAWM
976
Capital Advisors Wealth Management
Washington
$307K +$307K +3,799 New
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$304K -$12.1K -150 -4%
MBT
978
Montecito Bank & Trust
California
$304K +$17.3K +215 +6%
AGP
979
Autumn Glory Partners
Texas
$303K -$20.2K -250 -6%
PP
980
PDS Planning
Ohio
$303K -$2.42K -30 -0.8%
ARMC
981
American Research & Management Company
Massachusetts
$303K
RVPG
982
Relative Value Partners Group
$302K +$302K +3,747 New
CT
983
Chicago Trust
Illinois
$301K +$38.4K +475 +15%
CIM
984
Corbyn Investment Management
Maryland
$300K
FM
985
Foster & Motley
Ohio
$300K +$4.51K +56 +2%
RWM
986
Ritholtz Wealth Management
New York
$300K +$300K +3,714 New
WG
987
Welch Group
Alabama
$299K +$1.29K +16 +0.4%
BP
988
Ballentine Partners
Massachusetts
$299K +$6.05K +75 +2%
RC
989
Roundview Capital
New Jersey
$299K +$17.7K +219 +6%
WAP
990
Wealthcare Advisory Partners
Pennsylvania
$299K +$42.4K +525 +17%
AA
991
ALPS Advisors
Colorado
$297K +$297K +3,681 New
SWM
992
Spire Wealth Management
Virginia
$295K -$215K -2,664 -42%
IAMOG
993
Investors Asset Management of Georgia
Georgia
$295K
BHWM
994
Beaird Harris Wealth Management
Texas
$295K +$236K +2,926 +399%
HWAM
995
Hennion & Walsh Asset Management
New Jersey
$294K -$59.9K -743 -17%
SIG
996
Spinnaker Investment Group
California
$293K
EWM
997
Empirical Wealth Management
Washington
$291K -$21.6K -267 -7%
OPTFSNA
998
Old Point Trust & Financial Services N A
Virginia
$291K -$17.8K -220 -6%
Dodge & Cox
999
Dodge & Cox
California
$291K
SWA
1000
SFMG Wealth Advisors
Texas
$290K +$14.4K +155 +5%