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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 %
HC
1426
Hoese & Co
Minnesota
$33K
SPWM
1427
Spartan Planning & Wealth Management
North Carolina
$33K
NECFA
1428
New England Capital Financial Advisors
Connecticut
$32.9K +$32.9K +308 New
AP
1429
Arlington Partners
Alabama
$32.9K
PP
1430
Pacifica Partners
Canada
$32.9K
PO
1431
Private Ocean
California
$32.8K
RBC
1432
Romano Brothers & Co
Illinois
$32.5K +$32.5K +312 New
CPG
1433
Cornerstone Planning Group
New Jersey
$31.7K +$31.7K +303 New
FFC
1434
First Financial Corp
Indiana
$31.5K +$8.64K +83 +38%
LF
1435
Lee Financial
Texas
$31.3K
CM
1436
Caption Management
Oklahoma
$31.2K -$3.08M -29,600 -99%
GMA
1437
Glassy Mountain Advisors
Maryland
$31.2K +$31.2K +300 New
SA
1438
SRH Advisors
Kansas
$31K
CA
1439
Centerpoint Advisors
Massachusetts
$31K
MS
1440
Madden Securities
Texas
$29.7K +$29.7K +285 New
BLC
1441
Brown, Lisle/Cummings
Rhode Island
$28.6K -$312 -3 -1%
AWM
1442
Align Wealth Management
Oklahoma
$28.4K +$28.4K +352 New
TCWA
1443
Ten Capital Wealth Advisors
Washington
$28.3K
OSNBOA
1444
Old Second National Bank of Aurora
Illinois
$26.1K +$26.1K +251 New
CT
1445
Clearstead Trust
Maine
$26K
SIC
1446
SJS Investment Consulting
Ohio
$25.9K +$1.67K +16 +7%
Lazard Asset Management
1447
Lazard Asset Management
New York
$25K -$180K -1,791 -88%
WA
1448
Win Advisors
Florida
$23.1K +$416 +4 +2%
3IP
1449
3Chopt Investment Partners
Virginia
$23.1K +$23.1K +222 New
TIM
1450
Tortoise Investment Management
New York
$22.9K -$6.45K -62 -22%