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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 %
OIA
1226
Optimum Investment Advisors
Illinois
$68K
EIP
1227
Ellis Investment Partners
Pennsylvania
$67K -$3.35K -42 -5%
SCA
1228
Stonebridge Capital Advisors
Minnesota
$67K -$2.76K -34 -4%
SBL
1229
Sargent Bickham Lagudis
Colorado
$66K -$23.4K -292 -26%
VNA
1230
Valley National Advisers
Pennsylvania
$66K
SC
1231
Schubert & Co
Texas
$66K +$27.3K +337 +71%
CSB
1232
City State Bank
Iowa
$65K +$4.54K +56 +8%
SWM
1233
Selective Wealth Management
Virginia
$64K -$12.8K -159 -17%
PSB
1234
Piscataqua Savings Bank
New Hampshire
$63K
BCMLT
1235
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K
MTIC
1236
Missouri Trust & Investment Company
Missouri
$60K
VCM
1237
Versant Capital Management
Arizona
$60K
AAP
1238
Arax Advisory Partners
Colorado
$60K +$15.2K +190 +34%
VCM
1239
Vigilant Capital Management
Maine
$57K
AA
1240
Addison Advisors
Vermont
$57K
GWS
1241
Glassman Wealth Services
Virginia
$57K +$6.19K +77 +12%
GG
1242
Gleason Group
Kentucky
$56K +$565 +7 +1%
CIM
1243
Chiron Investment Management
New York
$56K +$56K +691 New
TFA
1244
Toth Financial Advisory
Virginia
$55K -$1.13K -14 -2%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$54K +$10.2K +127 +23%
CFO
1246
CVA Family Office
Colorado
$54K +$12.1K +150 +29%
AIM
1247
Axiom Investment Management
New York
$54K +$54K +663 New
MWA
1248
Miller Wealth Advisors
Colorado
$53K
CWA
1249
Clearview Wealth Advisors
Oregon
$53K
HWA
1250
Heritage Wealth Advisors
Virginia
$52K -$2.75K -34 -5%