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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 %
WWM
1326
Wolff Wiese Magana
California
$16K -$412 -5 -3%
HI
1327
Hoey Investments
Pennsylvania
$16K
CMP
1328
Coston McIsaac & Partners
Maine
$16K
CPFP
1329
Clear Perspectives Financial Planning
Ohio
$16K +$14.7K +187 +1,100%
SCM
1330
Silvant Capital Management
Georgia
$15K
AF
1331
Arrow Financial
New York
$15K
PA
1332
PSI Advisors
Florida
$15K +$4.92K +63 +49%
BBPWM
1333
Blue Bell Private Wealth Management
Pennsylvania
$14K
LIM
1334
Lagoda Investment Management
New York
$14K
TC
1335
Tacita Capital
Ontario, Canada
$14K
BAM
1336
Byrne Asset Management
New Jersey
$14K
PFA
1337
Professional Financial Advisors
Nebraska
$13K +$79 +1 +0.6%
BC
1338
Burleson & Co
California
$12K
PPWM
1339
PFG Private Wealth Management
Florida
$12K
PGAM
1340
Princeton Global Asset Management
New Jersey
$12K +$83 +1 +0.7%
SWA
1341
SOA Wealth Advisors
New York
$12K +$75 +1 +0.6%
NMG
1342
New Millennium Group
Utah
$12K +$81 +1 +0.7%
BWP
1343
Baldwin Wealth Partners
Massachusetts
$11K
SC
1344
Stephens Consulting
Michigan
$10.7K
BC
1345
Barrett & Company
Rhode Island
$10.3K +$10.3K +99 New
TC
1346
Truvestments Capital
Florida
$10K
BWL
1347
Bogart Wealth LLC
Virginia
$10K +$6.05K +78 +153%
HGERS
1348
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10K +125 New
GIA
1349
Goodwin Investment Advisory
Georgia
$10K +$10K +128 New
RBC
1350
Roble Belko & Company
Pennsylvania
$9K