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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 %
CFGS
1026
Concourse Financial Group Securities
Alabama
$272K +$6.05K +75 +2%
IP
1027
Investment Partners
Ohio
$272K +$54.8K +680 +25%
FIB
1028
First Interstate Bank
Montana
$271K +$271K +3,361 New
ISWM
1029
Independent Solutions Wealth Management
New York
$271K +$3.47K +43 +1%
AIM
1030
Allen Investment Management
New York
$270K
GJIC
1031
Gamble Jones Investment Counsel
California
$269K +$161 +2 +0.1%
EM
1032
Excalibur Management
Massachusetts
$268K +$323 +4 +0.1%
MM
1033
MQS Management
New York
$267K -$259K -3,216 -49%
RSWM
1034
Robertson Stephens Wealth Management
California
$267K
WA
1035
WBH Advisory
Maryland
$266K
FIA
1036
Foundations Investment Advisors
Arizona
$266K +$3.96K +49 +2%
PWMAG
1037
Pinnacle Wealth Management Advisory Group
New Jersey
$266K +$4.93K +61 +2%
CSIA
1038
Carl Stuart Investment Advisor
Texas
$265K
MA
1039
MONECO Advisors
Connecticut
$265K +$57.2K +707 +27%
BEC
1040
Blue Edge Capital
Virginia
$263K +$323 +4 +0.1%
CAL
1041
Capital Analysts LLC
Pennsylvania
$262K +$11.6K +143 +5%
IWC
1042
Integrated Wealth Concepts
Massachusetts
$261K -$116K -1,437 -31%
Tudor Investment Corp
1043
Tudor Investment Corp
Connecticut
$261K +$261K +3,232 New
CIAS
1044
Capital Investment Advisory Services
North Carolina
$260K -$35K -433 -12%
CWA
1045
Canvas Wealth Advisors
Kansas
$260K
AF
1046
Advisornet Financial
Minnesota
$260K +$6.06K +75 +2%
DWT
1047
Dorsey & Whitney Trust
South Dakota
$259K +$14.1K +174 +6%
MCA
1048
MSH Capital Advisors
Arizona
$258K
PCMC
1049
Paragon Capital Management (Colorado)
Colorado
$258K -$4.85K -60 -2%
SIM
1050
Sentry Investment Management
Wisconsin
$258K