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 %
SAM
1351
Strategic Asset Management
Minnesota
$9K +$63 +1 +0.7%
BIA
1352
Bell Investment Advisors
California
$8K -$1.92K -23 -19%
HR
1353
Howe & Rusling
New York
$8K
MFT
1354
Moisand Fitzgerald Tamayo
Florida
$8K
WWM
1355
Wagner Wealth Management
South Carolina
$8K
LFA
1356
Level Financial Advisors
New York
$8K
OA
1357
Operose Advisors
Wisconsin
$8K
KC
1358
Kenfarb & Co
Kentucky
$8K
FWM
1359
Focused Wealth Management
New York
$8K +$1.96K +25 +32%
UCB
1360
United Community Bank
South Carolina
$7.75K +$7.75K +96 New
WBC
1361
West Branch Capital
Massachusetts
$7K
GEA
1362
Glen Eagle Advisors
New Jersey
$6.22K -$5.49K -68 -47%
CP
1363
Castleview Partners
Texas
$6K -$11.1K -130 -65%
TFP
1364
Tilia Fiduciary Partners
North Carolina
$6K -$3.86K -45 -39%
HWM
1365
HighMark Wealth Management
Minnesota
$6K +$87 +1 +1%
CA
1366
Crewe Advisors
Utah
$6K +$1.07K +13 +22%
KFS
1367
Kelly Financial Services
Massachusetts
$5.57K
LTI
1368
Laffer Tengler Investments
Tennessee
$5.25K +$5.25K +65 New
FP
1369
Financial Perspectives
Minnesota
$5.09K
DWA
1370
Delos Wealth Advisors
Texas
$5K
AFG
1371
Albion Financial Group
Utah
$5K
Loomis, Sayles & Company
1372
Loomis, Sayles & Company
Massachusetts
$4K -$13.2K -162 -77%
ETC
1373
Exchange Traded Concepts
Oklahoma
$4K -$1.69K -19 -30%
ACK
1374
Andrew C. Karlinski
$4K -$370 -5 -8%
CWM
1375
CarsonAllaria Wealth Management
Illinois
$4K