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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 %
DWMG
1276
DB Wealth Management Group
California
$35K
FCA
1277
FinTrust Capital Advisors
South Carolina
$35K +$288 +3 +0.8%
OC
1278
Oakworth Capital
Alabama
$34K
SC
1279
Sierra Capital
Florida
$33K -$9.88K -123 -23%
WAM
1280
Worth Asset Management
Texas
$33K +$4.75K +59 +17%
SWM
1281
Stapp Wealth Management
Washington
$33K +$33K +411 New
PP
1282
PrairieView Partners
Minnesota
$32K -$6.06K -75 -16%
AWM
1283
Accel Wealth Management
Iowa
$32K
EA
1284
Evolution Advisers
Virginia
$31K
FSWA
1285
Financial Synergies Wealth Advisors
Texas
$30.5K +$28.3K +350 +1,250%
FPB
1286
First PREMIER Bank
South Dakota
$30K -$4.71K -59 -14%
CAC
1287
Core Alternative Capital
Georgia
$30K +$20.6K +251 +218%
SC
1288
Siena Capital
Ohio
$29K -$12.3K -150 -30%
NF
1289
Norwood Financial
Pennsylvania
$29K
FCB
1290
First Command Bank
Texas
$28K -$19.9K -244 -41%
FCFS
1291
First Command Financial Services
Texas
$28K -$19.9K -244 -41%
HS
1292
Horan Securities
United States
$28K +$19K +238 +211%
PI
1293
PFS Investments
Georgia
$27.7K +$3.25K +40,237 +13%
BA
1294
Bellwether Advisors
Nebraska
$27K +$806 +10 +3%
AP
1295
Arlington Partners
Alabama
$26K -$30.4K -370 -54%
SPWM
1296
Spartan Planning & Wealth Management
North Carolina
$26K -$26K -317 -50%
PP
1297
Pacifica Partners
Canada
$26K -$994 -12 -4%
TFGT
1298
TS Financial Group (TSFG)
Illinois
$26K +$8.06K +101 +45%
VWM
1299
Valley Wealth Managers
New Jersey
$26K +$10K +125 +63%
PO
1300
Private Ocean
California
$25K