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Phillips 66

1,435 hedge funds and large institutions have $28.1B invested in Phillips 66 in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 592 increasing their positions, 461 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
24.26%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.17%
New
128
Increased
592
Reduced
461
Closed
117
Calls
$501M
Puts
$379M
Net Calls
+$122M
Net Calls Change
-$80.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
601
COWA LLC
Oklahoma
$1.11M +$217K +2,654 +24%
BRWA
602
B. Riley Wealth Advisors
Florida
$1.1M +$21.3K +259 +2%
FC
603
FORA Capital
Florida
$1.1M +$74.1K +904 +7%
BC
604
Bartlett & Co
Ohio
$1.09M -$400K -4,880 -27%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$1.09M -$400K -4,880 -27%
FHB
606
First Hawaiian Bank
Hawaii
$1.09M -$5.65K -69 -0.5%
ATPW
607
Ashton Thomas Private Wealth
Arizona
$1.09M +$31.6K +386 +3%
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$1.07M +$359K +4,377 +50%
BIA
609
Barry Investment Advisors
Massachusetts
$1.06M -$6.64K -81 -0.6%
LBC
610
Lowe Brockenbrough & Co
Virginia
$1.06M
WF
611
Welch & Forbes
Massachusetts
$1.05M +$6.97K +85 +0.7%
SA
612
Strategic Advisors
New York
$1.05M -$123K -1,505 -11%
PA
613
Procyon Advisors
Connecticut
$1.05M -$902 -11 -0.1%
BWAM
614
Boyd Watterson Asset Management
Ohio
$1.04M -$17.1K -209 -2%
AAM
615
AR Asset Management
California
$1.03M
SEC
616
Seven Eight Capital
New York
$1.03M +$1.03M +12,511 New
JWBC
617
John W. Bristol & Co
New York
$1.03M
SC
618
SouthState Corp
Florida
$1.02M +$43K +524 +4%
TF
619
TIAA FSB
Florida
$1.02M -$227K -2,773 -18%
PA
620
Parallel Advisors
California
$1.02M +$115K +1,405 +13%
WJWM
621
Williams Jones Wealth Management
New York
$1.01M +$636K +7,751 +172%
VI
622
Vestcor Inc
New Brunswick, Canada
$1M -$3.63M -44,304 -78%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
623
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1M +$461K +5,629 +85%
ACM
624
AlphaStar Capital Management
North Carolina
$1M +$203K +2,470 +25%
BSB
625
Bangor Savings Bank
Maine
$992K -$12K -146 -1%