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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 %
RP
701
Rowlandmiller & Partners
Georgia
$746K -$4.92K -60 -0.7%
WP
702
WealthSource Partners
California
$741K -$16.6K -202 -2%
NW
703
NewEdge Wealth
Pennsylvania
$734K +$395K +4,813 +116%
CWS
704
Confluence Wealth Services
Pennsylvania
$731K +$20K +226 +3%
KS
705
Karpas Strategies
Connecticut
$730K
NFG
706
Nations Financial Group
Iowa
$730K +$160K +1,955 +28%
AC
707
Allstate Corporation
Illinois
$725K +$307K +3,739 +73%
FNBTCON
708
First National Bank & Trust Co of Newtown
Pennsylvania
$721K
EFS
709
Essex Financial Services
Connecticut
$721K +$317K +3,862 +78%
BAM
710
Belpointe Asset Management
Nevada
$720K +$57.2K +698 +9%
CG
711
Caprock Group
Idaho
$718K +$98.7K +1,204 +16%
JWCA
712
J.W. Cole Advisors
Florida
$716K +$31.8K +388 +5%
BOH
713
Bank of Hawaii
Hawaii
$714K -$14.8K -180 -2%
MWM
714
Marion Wealth Management
Pennsylvania
$712K -$225K -2,743 -24%
SC
715
Searle & Co
Connecticut
$711K +$246K +3,000 +53%
PIM
716
Penobscot Investment Management
Massachusetts
$710K -$33.6K -410 -5%
CM
717
Castleark Management
Illinois
$709K
FG
718
Fiduciary Group
Georgia
$709K +$19.2K +218 +3%
RA
719
RFG Advisory
Alabama
$707K +$154K +1,840 +28%
CM
720
CoreCommodity Management
Connecticut
$703K -$7.95K -97 -1%
NSIM
721
North Star Investment Management
Illinois
$701K +$328 +4 +0%
PG
722
Patten Group
Tennessee
$700K +$22.8K +276 +3%
VCA
723
Verdence Capital Advisors
Maryland
$691K -$1.15K -14 -0.2%
ECG
724
Edge Capital Group
Georgia
$689K -$984 -12 -0.1%
BBP
725
Banco BTG Pactual
Brazil
$686K +$686K +8,362 New