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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 %
APA
726
American Portfolios Advisors
New York
$483K -$145 -2 -0%
I
727
INVST
Indiana
$481K +$481K +5,728 New
TAM
728
Tocqueville Asset Management
New York
$476K +$19.9K +275 +4%
WAM
729
Weatherly Asset Management
California
$473K -$1.88K -26 -0.4%
USGIU
730
U.S. Global Investors (USGI)
Texas
$471K
MIM
731
Miller Investment Management
Pennsylvania
$471K
CCMG
732
Clark Capital Management Group
Pennsylvania
$471K +$18K +249 +4%
CFA
733
Carroll Financial Associates
North Carolina
$469K +$17.3K +238 +4%
PGIM
734
Pacific Global Investment Management
California
$468K -$18.9K -260 -4%
WC
735
Westhampton Capital
North Carolina
$468K +$50.8K +700 +12%
TWC
736
TD Waterhouse Canada
Ontario, Canada
$467K +$467K +5,844 New
SSB
737
Sandy Spring Bank
Maryland
$467K -$14.5K -200 -3%
CCA
738
Childress Capital Advisors
Texas
$466K +$24.1K +333 +5%
WA
739
Wealth Alliance
New York
$466K +$34.3K +473 +8%
SSA
740
South Street Advisors
New York
$465K
CC
741
Corsicana & Co
Texas
$464K +$21.4K +295 +5%
AHC
742
Adell Harriman & Carpenter
Texas
$464K -$17.3K -239 -4%
BEI
743
Benjamin Edwards Inc
Missouri
$462K +$450K +6,208 +3,785%
FFM
744
Forum Financial Management
Illinois
$462K +$462K +6,382 New
CCM
745
Coldstream Capital Management
Washington
$461K -$1.96M -27,126 -81%
MWM
746
Modera Wealth Management
New Jersey
$461K +$461K +6,355 New
PDN
747
Pensionfund DSM Netherlands
Netherlands
$456K
PP
748
Patron Partners
Texas
$449K
CA
749
Clearstead Advisors
Ohio
$447K -$34.4K -475 -7%
SP
750
Symmetry Partners
Connecticut
$447K