PSX icon

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 %
CG
1251
Cutler Group
California
$52K -$409K -5,096 -89%
Kayne Anderson Rudnick Investment Management
1252
Kayne Anderson Rudnick Investment Management
California
$52K +$16K +200 +44%
FEG
1253
Financial Enhancement Group
Indiana
$52K +$50.9K +626 +4,471%
HWMA
1254
Heritage Wealth Management (Arizona)
Arizona
$50K +$14K +174 +39%
DSC
1255
Duncker Streett & Co
Missouri
$49K -$2.16K -27 -4%
SSC
1256
Syverson Strege & Co
Iowa
$49K
LFA
1257
Legend Financial Advisors
Pennsylvania
$48.5K +$48.5K +601 New
RTC
1258
Riverview Trust Company
Washington
$48K
CAL
1259
Capital Advisors Ltd
Ohio
$48K +$2.24K +28 +5%
CFD
1260
Creative Financial Designs
Indiana
$48K +$2.88K +36 +6%
JWA
1261
JFS Wealth Advisors
Pennsylvania
$46K -$7.36K -91 -14%
AA
1262
AlphaMark Advisors
Kentucky
$46K +$7.67K +95 +20%
SAM
1263
Shell Asset Management
Netherlands
$45K
ONST
1264
Old North State Trust
North Carolina
$45K +$45K +552 New
TF
1265
TimeScale Financial
Massachusetts
$44K +$241 +3 +0.6%
BWM
1266
Baystate Wealth Management
Massachusetts
$44K +$489 +6 +1%
EWM
1267
Endurance Wealth Management
Rhode Island
$43K
TFA
1268
Transamerica Financial Advisors
Florida
$43K
TSWM
1269
Tyler-Stone Wealth Management
Ohio
$43K
CWM
1270
Castle Wealth Management
Florida
$40K
AIC
1271
Archer Investment Corporation
Indiana
$38.7K
POIA
1272
Pin Oak Investment Advisors
Texas
$38K
AIM
1273
Achmea Investment Management
Netherlands
$37K
TVWM
1274
Tower View Wealth Management
Wisconsin
$37K +$407 +5 +1%
KFI
1275
Key Financial Inc
Pennsylvania
$36K +$2.41K +30 +7%