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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 %
ECG
651
Edge Capital Group
Georgia
$609K
AT
652
American Trust
Kentucky
$608K +$608K +8,401 New
BWM
653
BerganKDV Wealth Management
Minnesota
$602K -$22.9K -316 -4%
IF
654
Intrua Financial
Texas
$598K +$79.9K +1,103 +15%
BEAM
655
Baker Ellis Asset Management
Washington
$596K
MGIA
656
Matthew Goff Investment Advisor
Texas
$594K
CWM
657
C2C Wealth Management
Arizona
$592K +$592K +8,167 New
CF
658
Centaurus Financial
California
$590K -$46.1K -636 -7%
VCA
659
Verdence Capital Advisors
Maryland
$590K -$1.16K -16 -0.2%
FC
660
Ferris Capital
Massachusetts
$589K
WA1
661
Wimmer Associates 1
California
$586K -$18.5K -255 -3%
LW
662
Linscomb Wealth
Texas
$577K +$68K +938 +13%
TAIM
663
TD Ameritrade Investment Management
Nebraska
$577K +$577K +7,962 New
ESCM
664
Echo Street Capital Management
New York
$575K -$215K -2,971 -27%
DWM
665
Drive Wealth Management
Utah
$574K +$574K +7,920 New
BO
666
Bank OZK
Arkansas
$571K +$47.1K +651 +9%
GI
667
GAMCO Investors
Connecticut
$569K -$43.5K -600 -7%
WA
668
WealthTrust Axiom
Pennsylvania
$566K -$9.13K -126 -2%
VPIM
669
Vanguard Personalized Indexing Management
California
$565K +$225K +3,104 +66%
Walleye Trading
670
Walleye Trading
New York
$565K +$565K +7,793 New
PFS
671
Prospera Financial Services
Texas
$564K +$107K +1,482 +24%
IAA
672
Independent Advisor Alliance
North Carolina
$563K +$41.9K +578 +8%
BSA
673
Bull Street Advisors
Georgia
$562K -$29K -400 -5%
BS
674
Boenning & Scattergood
Pennsylvania
$559K -$4.35K -60 -0.8%
HIA
675
Harbor Investment Advisory
Maryland
$559K +$113K +1,563 +25%