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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 %
TCM
1301
Tradewinds Capital Management
Washington
$25K +$164 +2 +0.7%
LF
1302
Lee Financial
Texas
$25K +$581 +7 +2%
SA
1303
SRH Advisors
Kansas
$24K
HC
1304
Hoese & Co
Minnesota
$24K
CA
1305
Centerpoint Advisors
Massachusetts
$24K +$24K +300 New
TIM
1306
Tortoise Investment Management
New York
$23K +$1.22K +15 +6%
ETH
1307
Exos TFP Holdings
New York
$23K +$23K +287 New
BLC
1308
Brown, Lisle/Cummings
Rhode Island
$22.4K
PWMG
1309
Prestige Wealth Management Group
New Jersey
$22K +$1.71K +21 +8%
SIS
1310
Sound Income Strategies
Florida
$22K +$8.02K +98 +57%
TCWA
1311
Ten Capital Wealth Advisors
Washington
$22K +$8.65K +107 +65%
MWM
1312
Mascoma Wealth Management
New Hampshire
$20K
CT
1313
Clearstead Trust
Maine
$20K
AWM
1314
Atticus Wealth Management
Florida
$19K
SIC
1315
SJS Investment Consulting
Ohio
$19K +$19K +233 New
MBFW
1316
Morton Brown Family Wealth
Pennsylvania
$18K -$1.56K -19 -8%
FFC
1317
First Financial Corp
Indiana
$18K
WA
1318
Win Advisors
Florida
$18K +$83 +1 +0.5%
LS
1319
Leelyn Smith
Illinois
$18K +$82 +1 +0.5%
FCT
1320
First Community Trust
Iowa
$17K -$3.27K -40 -16%
TFM
1321
TFC Financial Management
Massachusetts
$17K
EARNEST Partners
1322
EARNEST Partners
Georgia
$17K
FCMT
1323
Founders Capital Management (Texas)
Texas
$17K +$6.01K +76 +55%
CM
1324
Cornerstone Management
Georgia
$17K
WWP
1325
WR Wealth Planners
Missouri
$16.1K