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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 %
FRA
1026
Front Row Advisors
California
$105K
GTAM
1027
Global Trust Asset Management
Florida
$101K -$108K -1,550 -52%
CHA
1028
Carmichael Hill & Associates
Maryland
$101K
CWC
1029
Carolinas Wealth Consulting
North Carolina
$101K +$11.2K +160 +12%
ADL
1030
Asset Dedication LLC
California
$97K -$351 -5 -0.4%
CFA
1031
Cahill Financial Advisors
Minnesota
$97K +$97K +1,383 New
JEST
1032
JTC Employer Solutions Trustee
Jersey
$95K
SIAP
1033
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K
SN
1034
Sittner & Nelson
Oregon
$92K
JFA
1035
JNBA Financial Advisors
Minnesota
$90K -$90K -1,287 -50%
TCM
1036
TD Capital Management
Tennessee
$90K
FFA
1037
Freedman Financial Associates
Massachusetts
$90K
DSC
1038
Duncker Streett & Co
Missouri
$89K -$2.79K -40 -3%
BFC
1039
Bedel Financial Consulting
Indiana
$88K
OIA
1040
Optimum Investment Advisors
Illinois
$87K
BA
1041
Bellwether Advisors
Nebraska
$87K
HFS
1042
Hantz Financial Services
Michigan
$86K -$2.77M -39,522 -97%
ETI
1043
Enterprise Trust & Investment
California
$84K
JWM
1044
Janiczek Wealth Management
Colorado
$84K +$978 +14 +1%
AF
1045
Arrow Financial
New York
$81K -$373K -5,351 -82%
FMP
1046
Financial Management Professionals
Texas
$80K -$8.43K -120 -10%
DWP
1047
Destiny Wealth Partners
Florida
$79K +$79K +1,130 New
SFP
1048
Sterling Financial Planning
New Jersey
$77K +$23.7K +337 +45%
PSB
1049
Piscataqua Savings Bank
New Hampshire
$73K -$6.6K -94 -8%
SFFS
1050
Stonehage Fleming Financial Services
Jersey
$72K