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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 %
JWM
651
Jeppson Wealth Management
California
$900K
TA
652
Tiedemann Advisors
New York
$896K -$470K -5,733 -34%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$894K -$103K -1,254 -10%
DT
654
Diversified Trust
Tennessee
$892K -$205K -2,494 -19%
BTW
655
Boston Trust Walden
Massachusetts
$891K -$75.8K -925 -8%
ClearBridge Investments
656
ClearBridge Investments
New York
$889K
AWE
657
Avidian Wealth Enterprises
Texas
$882K +$2.54K +31 +0.3%
1CP
658
17 Capital Partners
Arizona
$879K -$7.79K -95 -0.9%
SWM
659
SeaCrest Wealth Management
New York
$873K +$364K +4,438 +71%
HIA
660
Harbor Investment Advisory
Maryland
$863K +$85.9K +1,047 +11%
FSC
661
Full Sail Capital
Oklahoma
$862K
CCMG
662
Clark Capital Management Group
Pennsylvania
$862K +$343K +4,179 +66%
HAI
663
Hennessy Advisors Inc
California
$861K +$197K +2,400 +30%
BFS
664
Bradley Foster & Sargent
Connecticut
$859K +$36.9K +450 +4%
SW
665
SteelPeak Wealth
California
$854K -$197K -2,400 -19%
EP
666
Eudaimonia Partners
Tennessee
$853K +$74.3K +906 +10%
Credit Agricole
667
Credit Agricole
France
$850K -$276K -3,368 -25%
MGIA
668
Moneta Group Investment Advisors
Missouri
$848K +$528K +6,442 +165%
FFG
669
Fortem Financial Group
California
$846K +$846K +10,315 New
RMC
670
Resources Management Corp
Connecticut
$845K -$820 -10 -0.1%
CT
671
Columbia Trust
Oregon
$843K +$24.8K +303 +3%
LIM
672
Longfellow Investment Management
Massachusetts
$838K
ATC
673
Adirondack Trust Company
New York
$823K +$20.7K +252 +3%
MHI
674
Miller Howard Investments
New York
$821K +$55K +671 +7%
SIMM
675
Stillwater Investment Management (Minnesota)
Minnesota
$802K -$23K -281 -3%