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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 %
TVWM
1401
Tower View Wealth Management
Wisconsin
$48K +$418 +4 +0.9%
WOSD
1402
WFA of San Diego
California
$47.8K +$47.8K +459 New
DWMG
1403
DB Wealth Management Group
California
$45.3K
TCM
1404
Tradewinds Capital Management
Washington
$45.1K +$13.3K +128 +42%
OC
1405
Oakworth Capital
Alabama
$44.3K
TF
1406
TimeScale Financial
Massachusetts
$44.2K +$81 +1 +0.2%
CSWM
1407
Cassady Schiller Wealth Management
Ohio
$43.2K +$43.2K +415 New
SC
1408
Sierra Capital
Florida
$43K
WAM
1409
Worth Asset Management
Texas
$42.8K +$208 +2 +0.5%
Loomis, Sayles & Company
1410
Loomis, Sayles & Company
Massachusetts
$42K +$36.9K +351 +716%
AF
1411
Affiance Financial
Minnesota
$41.6K +$41.6K +400 New
PP
1412
PrairieView Partners
Minnesota
$41K
FCB
1413
First Command Bank
Texas
$41K +$5.2K +50 +15%
FCFS
1414
First Command Financial Services
Texas
$41K +$5.2K +50 +15%
EA
1415
Evolution Advisers
Virginia
$40K
FSWA
1416
Financial Synergies Wealth Advisors
Texas
$39.3K
FPB
1417
First PREMIER Bank
South Dakota
$39K
FCA
1418
FinTrust Capital Advisors
South Carolina
$38.3K +$312 +3 +0.8%
AWM
1419
Accel Wealth Management
Iowa
$37.1K
NF
1420
Norwood Financial
Pennsylvania
$36.9K -$520 -5 -1%
HS
1421
Horan Securities
United States
$36.7K +$104 +1 +0.3%
KFI
1422
Key Financial Inc
Pennsylvania
$36.2K
BA
1423
Bellwether Advisors
Nebraska
$34.2K -$624 -6 -2%
TFGT
1424
TS Financial Group (TSFG)
Illinois
$34K
BCMLT
1425
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.2K -$47.8K -459 -59%