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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 %
MWM
1476
Modera Wealth Management
New Jersey
-$210K -2,559 Closed
SIGI
1477
Susquehanna International Group (Ireland)
Ireland
-$206K -2,515 Closed
SIA
1478
Soltis Investment Advisors
Utah
-$205K -2,498 Closed
QI
1479
Qtron Investments
Massachusetts
-$204K -2,490 Closed
PFA
1480
Pinnacle Family Advisors
Missouri
-$203K -2,472 Closed
BIC
1481
Beach Investment Counsel
Pennsylvania
-$202K -2,460 Closed
QT
1482
Quantbot Technologies
New York
-$200K -2,448 Closed
GA
1483
Greytown Advisors
Florida
-$201K -2,446 Closed
AFG
1484
Allegheny Financial Group
Pennsylvania
-$200K -2,442 Closed
PFGIA
1485
Patriot Financial Group Insurance Agency
Massachusetts
-$167K -2,031 Closed
AW
1486
ACG Wealth
Georgia
-$123K -1,498 Closed
CI
1487
CX Institutional
Indiana
-$120K -1,466 Closed
SFG
1488
Steward Financial Group
Texas
-$101K -1,240 Closed
SFFS
1489
Stonehage Fleming Financial Services
Jersey
-$87K -1,025 Closed
CWP
1490
Concord Wealth Partners
Virginia
-$75K -913 Closed
GLLW
1491
Graves Light Lenhart Wealth
Virginia
-$57K -698 Closed
BMD
1492
Better Money Decisions
New Mexico
-$48K -584 Closed
CWM
1493
Curi Wealth Management
North Carolina
-$41K -502 Closed
TCWM
1494
Total Clarity Wealth Management
Illinois
-$36K -439 Closed
HFS
1495
Heritage Financial Services
Massachusetts
-$28K -346 Closed
GA
1496
GoalVest Advisory
New York
-$28K -343 Closed
WOSD
1497
WFA of San Diego
California
-$25K -300 Closed
CDIA
1498
Capital Directions Investment Advisors
Georgia
-$18K -225 Closed
GWMIA
1499
Global Wealth Management Investment Advisory
Florida
-$13K -157 Closed
FBT
1500
First Bank & Trust
South Dakota
-$9K -114 Closed