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Phillips 66

1,318 hedge funds and large institutions have $26.3B invested in Phillips 66 in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 499 increasing their positions, 453 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
+53
Holders Change %
+4.19%
% of All Funds
23.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
135
Increased
499
Reduced
453
Closed
71
Calls
$327M
Puts
$235M
Net Calls
+$92.3M
Net Calls Change
-$83.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
651
Avidian Wealth Enterprises
Texas
$640K -$200K -2,335 -24%
BAM
652
Belpointe Asset Management
Nevada
$640K +$91.9K +1,071 +17%
MAM
653
Meeder Asset Management
Ohio
$632K -$265K -3,090 -30%
AMIM
654
Aull & Monroe Investment Management
Alabama
$631K
BHB
655
Bank Hapoalim BM
Israel
$631K +$66.5K +774 +12%
CCM
656
Covington Capital Management
California
$631K +$126K +1,465 +25%
WPW
657
Waldron Private Wealth
Pennsylvania
$630K +$388K +4,526 +160%
PRC
658
Pearl River Capital
Michigan
$630K +$630K +7,337 New
VI
659
Vestcor Inc
New Brunswick, Canada
$629K -$68.7K -801 -10%
VPIM
660
Vanguard Personalized Indexing Management
California
$629K +$159K +1,852 +34%
PGIM
661
Pacific Global Investment Management
California
$626K -$86.1K -1,002 -12%
RA
662
RFG Advisory
Alabama
$625K +$94.9K +1,106 +18%
KS
663
Karpas Strategies
Connecticut
$623K
SSB
664
Sandy Spring Bank
Maryland
$622K -$5.83K -68 -0.9%
AWA
665
Arkadios Wealth Advisors
Georgia
$620K +$164K +1,907 +36%
BWM
666
BerganKDV Wealth Management
Minnesota
$617K -$2.49K -29 -0.4%
AF
667
Advisornet Financial
Minnesota
$617K -$2.49K -29 -0.4%
Lazard Asset Management
668
Lazard Asset Management
New York
$616K -$63.2K -738 -9%
RE
669
RBC Europe
United Kingdom
$615K
AHC
670
Adell Harriman & Carpenter
Texas
$612K -$22.4K -261 -4%
CS
671
Comerica Securities
Michigan
$609K -$11K -128 -2%
CT
672
Columbia Trust
Oregon
$609K +$178K +2,081 +41%
MPI
673
Mairs & Power Inc
Minnesota
$608K -$496K -5,779 -45%
AQR Capital Management
674
AQR Capital Management
Connecticut
$608K +$1.03K +12 +0.2%
PFSC
675
Peoples Financial Services Corp
Pennsylvania
$606K -$4.29K -50 -0.7%