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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 %
PBO
701
Peoples Bank (Ohio)
Ohio
$524K +$47.1K +650 +10%
BFA
702
BMS Financial Advisors
South Dakota
$520K +$520K +7,170 New
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$514K -$18.8K -259 -4%
PL
704
Pluribus Labs
California
$514K +$514K +7,094 New
AMIM
705
Aull & Monroe Investment Management
Alabama
$513K -$14.5K -200 -3%
AFIA
706
America First Investment Advisors
Nebraska
$513K
NL
707
Navalign LLC
California
$513K +$1.96K +27 +0.4%
PFSC
708
Peoples Financial Services Corp
Pennsylvania
$511K
LC
709
Lincoln Capital
Nebraska
$510K
Lido Advisors
710
Lido Advisors
California
$509K -$88.2K -1,217 -15%
GWCM
711
Godshalk Welsh Capital Management
Pennsylvania
$509K -$1.81K -25 -0.4%
Luther King Capital Management (LKCM)
712
Luther King Capital Management (LKCM)
Texas
$508K -$11.7K -162 -2%
CIA
713
Cladis Investment Advisory
Montana
$506K +$506K +6,989 New
BCM
714
Birmingham Capital Management
Alabama
$506K +$124K +1,708 +32%
CCM
715
Covington Capital Management
California
$504K -$20.1K -278 -4%
PAM
716
Palisade Asset Management
Minnesota
$497K -$2.61K -36 -0.5%
PG
717
Patten Group
Tennessee
$493K +$40.5K +559 +9%
CCC
718
Chelsea Counsel Company
California
$493K +$493K +6,804 New
BTWM
719
Baker Tilly Wealth Management
Wisconsin
$489K -$35.2K -486 -7%
MC
720
Machina Capital
France
$488K +$254K +3,500 +108%
VHAM
721
Van Hulzen Asset Management
California
$487K +$487K +6,715 New
ACG
722
Allen Capital Group
Nebraska
$486K +$43.6K +601 +10%
RG
723
Retirement Group
California
$484K +$44K +607 +10%
EF
724
Empirical Finance
Pennsylvania
$484K +$89K +1,227 +23%
WHG
725
Westwood Holdings Group
Texas
$484K +$95.3K +1,315 +25%