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Phillips 66

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Shares
Change %
BEC
1051
Blue Edge Capital
Virginia
$339K +$312 +3 +0.1%
DWT
1052
Dorsey & Whitney Trust
South Dakota
$338K +$3.96K +38 +1%
FIB
1053
First Interstate Bank
Montana
$336K -$13K -125 -4%
CW
1054
CreativeOne Wealth
Kansas
$335K +$38.6K +372 +13%
SAM
1055
Shell Asset Management
Netherlands
$335K +$277K +2,664 +479%
Dimensional Fund Advisors
1056
Dimensional Fund Advisors
Texas
$334K +$1.27K +12,191 +0.4%
CIA
1057
Capital Investment Advisors
Georgia
$333K -$63.1K -606 -16%
PCMC
1058
Paragon Capital Management (Colorado)
Colorado
$332K
FNBSF
1059
First National Bank Sioux Falls
South Dakota
$331K
EGA
1060
E&G Advisors
Texas
$328K +$10.4K +100 +3%
MCA
1061
MSH Capital Advisors
Arizona
$328K -$5.2K -50 -2%
BMC
1062
Beaton Management Company
Massachusetts
$326K
WPP
1063
Whalerock Point Partners
Rhode Island
$325K
TW
1064
TrinityPoint Wealth
Connecticut
$323K +$21K +202 +7%
AAM
1065
Arabesque Asset Management
United Kingdom
$323K +$323K +3,100 New
FPAS
1066
Focus Partners Advisor Solutions
Missouri
$322K -$210K -2,016 -39%
PCA
1067
Personal Capital Advisors
California
$322K -$98.9K -950 -23%
WPA
1068
West Paces Advisors
Georgia
$322K +$9.68K +93 +3%
TW
1069
Transform Wealth
Colorado
$322K +$23.4K +225 +8%
KCM
1070
Kanawha Capital Management
Virginia
$320K
TCOV
1071
Trust Company of Vermont
Vermont
$319K -$13.8K -133 -4%
ISWM
1072
Independent Solutions Wealth Management
New York
$319K -$29.7K -285 -9%
CC
1073
Cadinha & Co
Hawaii
$319K
JC
1074
Jacobs & Co
California
$319K
RPC
1075
Rossmore Private Capital
Connecticut
$319K +$14.6K +140 +5%