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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 %
CA
1451
Corrado Advisors
New Jersey
$22.9K +$22.9K +220 New
LS
1452
Leelyn Smith
Illinois
$22.8K +$104 +1 +0.5%
MBFW
1453
Morton Brown Family Wealth
Pennsylvania
$22.8K
TFM
1454
TFC Financial Management
Massachusetts
$22.4K +$104 +1 +0.5%
ACP
1455
Arcus Capital Partners
Georgia
$22.2K +$22.2K +213 New
FCT
1456
First Community Trust
Iowa
$22K
FCMT
1457
Founders Capital Management (Texas)
Texas
$22K
EARNEST Partners
1458
EARNEST Partners
Georgia
$22K
CM
1459
Cornerstone Management
Georgia
$21.9K
GJIA
1460
Glass Jacobson Investment Advisors
Maryland
$21.7K +$21.7K +208 New
CPFP
1461
Clear Perspectives Financial Planning
Ohio
$21.3K
VWM
1462
Valley Wealth Managers
New Jersey
$20.8K -$13K -125 -38%
WWP
1463
WR Wealth Planners
Missouri
$20.8K
HI
1464
Hoey Investments
Pennsylvania
$20.8K
SIS
1465
Sound Income Strategies
Florida
$20.4K -$7.6K -73 -27%
PA
1466
PSI Advisors
Florida
$20K
SCM
1467
Silvant Capital Management
Georgia
$19.4K
WBC
1468
West Branch Capital
Massachusetts
$19.1K +$9.55K +92 +100%
BBPWM
1469
Blue Bell Private Wealth Management
Pennsylvania
$18.6K
BAM
1470
Byrne Asset Management
New Jersey
$18K
AF
1471
Arrow Financial
New York
$18K
TC
1472
Tacita Capital
Ontario, Canada
$18K
LIM
1473
Lagoda Investment Management
New York
$17.7K
BIA
1474
Bell Investment Advisors
California
$17.7K +$7.7K +74 +77%
LB
1475
Legacy Bridge
Iowa
$16.8K +$16.8K +161 New