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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 %
TFS
1051
TrustCore Financial Services
Tennessee
$72K +$5.28K +75 +8%
GFPC
1052
Global Financial Private Client
Florida
$71.6K
HI
1053
Hudock Inc
Pennsylvania
$71K +$346 +5 +0.5%
BWA
1054
BDO Wealth Advisors
Florida
$70K
RFA
1055
Reilly Financial Advisors
California
$69K
GAM
1056
Gemmer Asset Management
California
$69K +$1.74K +25 +3%
EWM
1057
Evermay Wealth Management
Virginia
$67K
TC
1058
Trust Company
Kansas
$66K
ME
1059
McIlrath & Eck
Washington
$64K +$70 +1 +0.1%
ACA
1060
Atlas Capital Advisors
Wyoming
$63.9K
AW
1061
Avion Wealth
Texas
$63K
PCH
1062
PGIM Custom Harvest
New Jersey
$63K
VNA
1063
Valley National Advisers
Pennsylvania
$59K -$7.6K -109 -11%
HWA
1064
Heritage Wealth Advisors
Virginia
$57.2K
CI
1065
CX Institutional
Indiana
$56K -$13.7K -197 -20%
VCM
1066
Versant Capital Management
Arizona
$56K +$1.2K +17 +2%
WQ
1067
Wealth Quarterback
New Jersey
$56K +$7.51K +107 +15%
HA
1068
Herold Advisors
New York
$56K +$56K +800 New
SCA
1069
Stonebridge Capital Advisors
Minnesota
$55K -$62.4K -889 -53%
VCM
1070
Vigilant Capital Management
Maine
$52K +$2.94K +42 +6%
CPWM
1071
Cypress Point Wealth Management
Texas
$51K -$35K -495 -41%
NFSG
1072
Newbridge Financial Services Group
Florida
$50K -$41.6K -599 -45%
EW
1073
Evoke Wealth
California
$49K -$69 -1 -0.1%
AA
1074
Addison Advisors
Vermont
$49K
TFA
1075
Toth Financial Advisory
Virginia
$48K