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Phillips 66

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1301
HHM Wealth Advisors
Tennessee
$154K -$31.3K -301 -17%
CWC
1302
Carolinas Wealth Consulting
North Carolina
$153K +$33.7K +324 +28%
DGAM
1303
Desjardins Global Asset Management
Quebec, Canada
$151K +$727 +7 +0.5%
MFC
1304
Mechanics Financial Corp
Ohio
$151K +$47.1K +453 +45%
AA
1305
Alta Advisers
United Kingdom
$146K
M
1306
MOTCO
Texas
$146K -$3.44K -33 -2%
HWMA
1307
Heritage Wealth Management (Arizona)
Arizona
$145K +$79.8K +767 +123%
FHA
1308
First Horizon Advisors
Tennessee
$143K +$31.4K +302 +28%
ADL
1309
Asset Dedication LLC
California
$142K -$3.43K -33 -2%
JFA
1310
JNBA Financial Advisors
Minnesota
$141K +$4.37K +42 +3%
JEST
1311
JTC Employer Solutions Trustee
Jersey
$141K
QC
1312
Quent Capital
New York
$139K -$6.04K -58 -4%
SN
1313
Sittner & Nelson
Oregon
$137K +$728 +7 +0.5%
TLA
1314
Tanglewood Legacy Advisors
Texas
$137K +$137K +1,312 New
DCM
1315
Dupont Capital Management
Delaware
$134K -$13K -125 -9%
AF
1316
Advisornet Financial
Minnesota
$134K -$201K -1,932 -60%
FMP
1317
Financial Management Professionals
Texas
$125K -$32.7K -315 -21%
FCA
1318
Fortis Capital Advisors
Kansas
$125K +$125K +1,200 New
CB
1319
Centennial Bank
Arkansas
$124K +$124K +1,194 New
WI
1320
WJ Interests
Texas
$121K +$121K +1,161 New
EBA
1321
Eagle Bay Advisors
New York
$118K -$93.3K -896 -44%
Fuller & Thaler Asset Management
1322
Fuller & Thaler Asset Management
California
$114K -$65.3K -625 -36%
AAG
1323
Armstrong Advisory Group
Massachusetts
$114K +$114K +1,094 New
PAI
1324
Pittenger & Anderson Inc
Nebraska
$114K
AW
1325
Avion Wealth
Texas
$113K