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Phillips 66

1,349 hedge funds and large institutions have $22.2B invested in Phillips 66 in 2021 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 462 increasing their positions, 456 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+119
Holders Change %
+9.67%
% of All Funds
20.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
228
Increased
462
Reduced
456
Closed
84
Calls
$458M
Puts
$246M
Net Calls
+$212M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
576
DCM Advisors
New York
$845K +$195K +2,691 +30%
GA
577
Greytown Advisors
Florida
$841K -$61.4K -847 -7%
AWA
578
Arkadios Wealth Advisors
Georgia
$835K +$265K +3,659 +47%
KNW
579
Kesler Norman & Wride
Utah
$834K +$16.4K +227 +2%
ClearBridge Investments
580
ClearBridge Investments
New York
$832K -$168K -2,320 -17%
PCMK
581
Paragon Capital Management (Kansas)
Kansas
$821K +$10.5K +145 +1%
PPW
582
Parcion Private Wealth
Washington
$815K
JWM
583
Jeppson Wealth Management
California
$803K -$52.8K -728 -6%
SAM
584
Silvercrest Asset Management
New York
$801K
CAI
585
Capital Advisors Inc
Oklahoma
$800K -$17K -235 -2%
FT
586
Fiduciary Trust
Massachusetts
$799K -$85K -1,174 -10%
SWM
587
Spire Wealth Management
Virginia
$792K -$42.7K -589 -5%
BFA
588
Bragg Financial Advisors
North Carolina
$790K
FBC
589
Fairfield, Bush & Co
Connecticut
$789K +$70.6K +975 +10%
1CP
590
17 Capital Partners
Arizona
$784K -$17.9K -247 -2%
SYBT
591
Stock Yards Bank & Trust
Kentucky
$783K +$88.4K +1,220 +13%
BSW
592
Buckingham Strategic Wealth
Missouri
$780K +$171K +2,361 +28%
PP
593
Prudential plc
United Kingdom
$777K +$777K +10,723 New
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$769K +$82.4K +1,136 +12%
HVIA
595
Hudson Valley Investment Advisors
New York
$762K -$5.44K -75 -0.7%
LNC
596
Lincoln National Corp
Pennsylvania
$762K +$11K +152 +1%
YIA
597
YHB Investment Advisors
Connecticut
$761K +$40.5K +559 +6%
CC
598
Cannell & Co
New York
$759K
IA
599
IFP Advisors
Florida
$758K -$38.8K -536 -5%
RIM
600
Redpoint Investment Management
Australia
$758K