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Phillips 66

1,442 hedge funds and large institutions have $29.1B invested in Phillips 66 in 2022 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 616 increasing their positions, 403 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+93
Holders Change %
+6.89%
% of All Funds
22.82%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
207
Increased
616
Reduced
403
Closed
97
Calls
$466M
Puts
$263M
Net Calls
+$203M
Net Calls Change
-$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
LW
701
Linscomb Wealth
Texas
$751K +$63K +729 +9%
CM
702
CoreCommodity Management
Connecticut
$749K -$7.69K -89 -1%
CM
703
Castleark Management
Illinois
$747K +$747K +8,648 New
CP
704
Covenant Partners
Tennessee
$741K +$741K +8,580 New
NSIM
705
North Star Investment Management
Illinois
$738K +$345 +4 +0%
TAIM
706
TD Ameritrade Investment Management
Nebraska
$738K +$50.6K +586 +7%
EF
707
Empirical Finance
Pennsylvania
$735K +$158K +1,829 +27%
BWM
708
BerganKDV Wealth Management
Minnesota
$734K +$16.9K +196 +2%
VCA
709
Verdence Capital Advisors
Maryland
$729K +$25.2K +292 +4%
ECG
710
Edge Capital Group
Georgia
$727K +$1.04K +12 +0.1%
GCM
711
Graham Capital Management
Connecticut
$724K +$724K +8,384 New
BCCM
712
Bridge Creek Capital Management
Massachusetts
$722K -$1.54M -17,785 -68%
WA1
713
Wimmer Associates 1
California
$721K +$22.4K +259 +3%
JWCA
714
J.W. Cole Advisors
Florida
$721K +$212K +2,454 +42%
BHWM
715
Bar Harbor Wealth Management
New Hampshire
$719K -$732K -8,471 -50%
BEAM
716
Baker Ellis Asset Management
Washington
$719K +$8.56K +99 +1%
BO
717
Bank OZK
Arkansas
$718K +$36K +416 +5%
IAA
718
Independent Advisor Alliance
North Carolina
$714K +$42.6K +493 +6%
FG
719
Fiduciary Group
Georgia
$713K +$19.1K +209 +3%
PG
720
Patten Group
Tennessee
$709K +$121K +1,401 +21%
SC
721
Scotia Capital
Ontario, Canada
$709K +$367K +4,243 +107%
MA
722
Mutual Advisors
Nebraska
$709K +$404K +4,683 +133%
CI
723
Cigna Investments
Connecticut
$708K -$142K -1,644 -17%
MGIA
724
Matthew Goff Investment Advisor
Texas
$708K
FC
725
Ferris Capital
Massachusetts
$702K