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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 %
CCMW
1376
Cypress Capital Management (Wyoming)
Wyoming
$4K
MCA
1377
Maryland Capital Advisors
Maryland
$4K
FA
1378
Financial Advantage
Maryland
$4K
CWM
1379
CarsonAllaria Wealth Management
Illinois
$4K
WB
1380
Webster Bank
Connecticut
$4K
EC
1381
EdgeRock Capital
Colorado
$4K +$4K +48 New
AWM
1382
Abound Wealth Management
Tennessee
$3.41K +$3.41K +42 New
WIM
1383
Westside Investment Management
California
$3.12K +$149 +80 +5%
TJHA
1384
Thomas J. Herzfeld Advisors
Florida
$3K
HCM
1385
Horrell Capital Management
Arkansas
$3K
IAS
1386
IMA Advisory Services
Colorado
$3K
IBOK
1387
Independence Bank of Kentucky
Kentucky
$3K
CMA
1388
Cedar Mountain Advisors
Oregon
$3K
RDIA
1389
RE Dickinson Investment Advisors
Iowa
$3K
GC
1390
Gould Capital
Washington
$3K +$88 +1 +3%
ANBT
1391
American National Bank & Trust
Texas
$3K +$1.88K +25 +167%
PHK
1392
Point72 Hong Kong
Hong Kong
$3K +$3K +32 New
RCM
1393
Raleigh Capital Management
North Carolina
$3K +$3K +36 New
HWP
1394
Highline Wealth Partners
California
$2.42K +$2.42K +30 New
FGAM
1395
Financial Gravity Asset Management
Texas
$2.37K -$329 -180 -12%
PWP
1396
Principle Wealth Partners
Connecticut
$2.15K -6 -0%
ACM
1397
AUA Capital Management
Pennsylvania
$2K -$154 -2 -7%
KFP
1398
KB Financial Partners
New Jersey
$2K
FCG
1399
Financial Connections Group
California
$2K
TAM
1400
Tucker Asset Management
Colorado
$1.04K +$1.04K +10 New