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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 %
FFWA
676
FRG Family Wealth Advisors
Washington
$606K
HAG
677
HighPoint Advisor Group
Illinois
$606K +$126K +1,465 +26%
PAM
678
Palisade Asset Management
Minnesota
$604K -$2.58K -30 -0.4%
WF
679
Welch & Forbes
Massachusetts
$604K +$30.3K +353 +5%
LW
680
Linscomb Wealth
Texas
$603K -$1.2K -14 -0.2%
BO
681
Bank OZK
Arkansas
$602K -$62K -723 -9%
Bank Julius Baer & Co
682
Bank Julius Baer & Co
Switzerland
$598K -$509K -5,933 -46%
AII
683
AGF Investments Inc
Ontario, Canada
$598K -$116K -1,356 -16%
NL
684
Navalign LLC
California
$595K +$36.9K +430 +7%
Nomura Holdings
685
Nomura Holdings
Japan
$593K -$1.04M -12,132 -64%
CPO
686
Cerity Partners OCIO
New York
$593K -$8.07K -94 -1%
DP
687
Dearborn Partners
Illinois
$592K +$94.6K +1,103 +19%
WAM
688
Weatherly Asset Management
California
$589K -$3.18K -37 -0.5%
CF
689
Centaurus Financial
California
$576K +$127K +1,476 +28%
JWCA
690
J.W. Coons Advisors
Ohio
$573K -$12.9K -150 -2%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$572K +$8.85K +103 +2%
PBO
692
Peoples Bank (Ohio)
Ohio
$569K -$12.4K -145 -2%
MIM
693
MTM Investment Management
South Carolina
$566K
AFIA
694
America First Investment Advisors
Nebraska
$565K
CAAS
695
Capital Asset Advisory Services
Michigan
$564K +$48.1K +560 +9%
HIA
696
Harbor Investment Advisory
Maryland
$563K +$4.8K +56 +0.9%
TW
697
Transform Wealth
Colorado
$559K +$34K +396 +6%
AF
698
Arrow Financial
New York
$558K -$2.04M -23,845 -79%
USGIU
699
U.S. Global Investors (USGI)
Texas
$558K
MIM
700
Miller Investment Management
Pennsylvania
$558K