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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.

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 Market Value Shares Shares
Change
Shares
Change %
PGAM
1176
Princeton Global Asset Management
New Jersey
$10K 143
SWA
1177
SOA Wealth Advisors
New York
$10K 156 +82 +111%
BIA
1178
Bell Investment Advisors
California
$10K 141 +141 New
PA
1179
PSI Advisors
Florida
$9K 123 +123 New
PPWM
1180
PFG Private Wealth Management
Florida
$9K 125 +125 New
TC
1181
Truvestments Capital
Florida
$8K 118 -12 -9%
COCM
1182
Charter Oak Capital Management
New Hampshire
$7K 103 -138 -57%
AssetMark Inc
1183
AssetMark Inc
California
$7K 96 -24 -20%
MFT
1184
Moisand Fitzgerald Tamayo
Florida
$7K 100
PCTC
1185
Perkins Coie Trust Company
Washington
$7K 100
IAS
1186
IMA Advisory Services
Colorado
$7K 100
RA
1187
Resolute Advisors
California
$6K 79 -17 -18%
WBC
1188
West Branch Capital
Massachusetts
$6K 92
DFCM
1189
Dark Forest Capital Management
Puerto Rico
$6K 90 +84 +1,400%
MGIM
1190
M&G Investment Management
United Kingdom
$5.84K 83,365 -10,466 -11%
GEA
1191
Glen Eagle Advisors
New Jersey
$5.39K 77
CFO
1192
CVA Family Office
Colorado
$5K 103 -610 -86%
HWM
1193
HighMark Wealth Management
Minnesota
$5K 66 -43 -39%
AFG
1194
Albion Financial Group
Utah
$5K 66
TWM
1195
Tradition Wealth Management
Minnesota
$5K 77 +17 +28%
KFS
1196
Kelly Financial Services
Massachusetts
$4.83K 69 -5,853 -99%
FP
1197
Financial Perspectives
Minnesota
$4.41K 63
IF
1198
Ironwood Financial
Arizona
$4K 63
HWMA
1199
Heritage Wealth Management (Arizona)
Arizona
$4K 50
FWM
1200
Filbrandt Wealth Management
Wisconsin
$4K 61 +18 +42%