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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 %
RPC
1076
Rossmore Private Capital
Connecticut
$236K +$3.63K +45 +2%
SFS
1077
Stiles Financial Services
Minnesota
$235K -$2.1K -26 -0.9%
TW
1078
TrinityPoint Wealth
Connecticut
$234K +$6.62K +82 +3%
TSS
1079
Two Sigma Securities
New York
$234K +$234K +2,894 New
BJL
1080
Brighton Jones LLC
Washington
$233K -$21.5K -267 -8%
CFA
1081
CWS Financial Advisors
Michigan
$232K
TW
1082
Transform Wealth
Colorado
$231K -$149K -1,844 -39%
LHC
1083
Little House Capital
Massachusetts
$231K
CW
1084
CreativeOne Wealth
Kansas
$230K +$26.3K +327 +13%
ICA
1085
Infrastructure Capital Advisors
New York
$229K -$1.72M -21,281 -88%
SG
1086
Stonnington Group
California
$228K +$228K +2,328 New
PC
1087
Port Capital
Illinois
$226K +$7.9K +98 +4%
LP
1088
LGL Partners
Pennsylvania
$225K +$225K +2,788 New
SW
1089
Solidarity Wealth
Utah
$223K -$34.4K -327 -13%
LSPW
1090
Lake Street Private Wealth
Illinois
$223K +$81 +1 +0%
CB
1091
Cadence Bank
Mississippi
$223K +$223K +2,757 New
SS
1092
Simplicity Solutions
Minnesota
$223K +$223K +2,759 New
LIA
1093
LBMC Investment Advisors
Tennessee
$222K +$81 +1 +0%
IWA
1094
IVC Wealth Advisors
Pennsylvania
$222K +$889 +11 +0.4%
IA
1095
IFG Advisory
Georgia
$221K -$15.1K -188 -6%
MFG
1096
Magnus Financial Group
New York
$221K -$5.33K -66 -2%
SCA
1097
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
ACA
1098
Atlas Capital Advisors
Wyoming
$221K -$16.1K -200 -7%
DWA
1099
Douglass Winthrop Advisors
New York
$220K -$5.73K -71 -3%
CG
1100
CFO4Life Group
Texas
$220K +$5.25K +65 +2%