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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 %
AI
1376
AXS Investments
New York
$67.5K +$67.5K +649 New
HWA
1377
Heritage Wealth Advisors
Virginia
$67.1K
DWP
1378
Destiny Wealth Partners
Florida
$64.6K -$54.9K -527 -46%
CWM
1379
CarsonAllaria Wealth Management
Illinois
$64K +$58.7K +567 +1,112%
DSC
1380
Duncker Streett & Co
Missouri
$63.8K
SSC
1381
Syverson Strege & Co
Iowa
$62.9K
LFA
1382
Legend Financial Advisors
Pennsylvania
$62.6K
CFD
1383
Creative Financial Designs
Indiana
$62.5K +$104 +1 +0.2%
RTC
1384
Riverview Trust Company
Washington
$61K
KHC
1385
Koesten Hirschmann & Crabtree
Kansas
$59.7K +$59.7K +574 New
AA
1386
AlphaMark Advisors
Kentucky
$59K
PWMG
1387
Prestige Wealth Management Group
New Jersey
$58.7K +$30.5K +293 +108%
RFA
1388
Register Financial Advisors
Georgia
$58.7K +$58.7K +564 New
ZB
1389
Zions Bancorporation
Utah
$57.8K -$32.6K -313 -36%
ONST
1390
Old North State Trust
North Carolina
$57K
BWM
1391
Baystate Wealth Management
Massachusetts
$57K +$419 +4 +0.7%
AAP
1392
Arax Advisory Partners
Colorado
$56.3K -$21.5K -207 -28%
TSWM
1393
Tyler-Stone Wealth Management
Ohio
$56K
TFA
1394
Transamerica Financial Advisors
Florida
$55K
EWM
1395
Endurance Wealth Management
Rhode Island
$55K
Credit Agricole
1396
Credit Agricole
France
$54.4K -$1.3M -12,536 -96%
CAC
1397
Core Alternative Capital
Georgia
$53.7K +$15.6K +150 +41%
DF
1398
DecisionPoint Financial
Arizona
$52K +$52K +500 New
AIC
1399
Archer Investment Corporation
Indiana
$49.9K
MSCM
1400
McElhenny Sheffield Capital Management
Texas
$48.7K +$48.7K +468 New