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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 %
DP
626
Dearborn Partners
Illinois
$663K +$125K +1,724 +23%
OCM
627
Orleans Capital Management
Louisiana
$659K -$1.03M -14,200 -61%
CFG
628
Citizens Financial Group
Rhode Island
$658K +$658K +9,077 New
RP
629
Rowlandmiller & Partners
Georgia
$656K +$392K +5,404 +148%
NIPH
630
NN Investment Partners Holdings
Netherlands
$654K -$6.65M -91,700 -91%
VFA
631
Valeo Financial Advisors
Indiana
$652K +$11.9K +165 +2%
KS
632
Karpas Strategies
Connecticut
$645K +$119K +1,641 +23%
ICM
633
Islay Capital Management
Texas
$643K
A
634
Astrantus
Cyprus
$639K +$639K +8,815 New
DAM
635
Doheny Asset Management
California
$638K -$266K -3,668 -29%
BOH
636
Bank of Hawaii
Hawaii
$635K -$2.75K -38 -0.4%
CM
637
CoreCommodity Management
Connecticut
$635K
IWA
638
Intercontinental Wealth Advisors
Texas
$635K +$12.8K +176 +2%
EFS
639
Econ Financial Services
Pennsylvania
$632K +$632K +8,206 New
SF
640
Summit Financial
New Jersey
$632K +$183K +2,520 +41%
MAM
641
Mystic Asset Management
Rhode Island
$631K +$631K +8,719 New
TA
642
Tiedemann Advisors
New York
$628K -$35.3K -487 -5%
NSIM
643
North Star Investment Management
Illinois
$619K +$290 +4 +0%
WP
644
WealthSource Partners
California
$618K -$3.05K -42 -0.5%
DT
645
Diversified Trust
Tennessee
$618K +$618K +8,530 New
VT
646
Vise Technologies
New York
$617K +$617K +8,517 New
ATC
647
Adirondack Trust Company
New York
$616K -$15.8K -218 -2%
DG
648
Doman Group
New York
$613K +$613K +8,464 New
BPA
649
Beacon Pointe Advisors
California
$612K +$198K +2,735 +48%
AWE
650
Avidian Wealth Enterprises
Texas
$611K +$154K +2,130 +34%