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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 %
BEAM
726
Baker Ellis Asset Management
Washington
$682K
CG
727
Colony Group
Massachusetts
$682K +$45.8K +558 +7%
BWM
728
BerganKDV Wealth Management
Minnesota
$680K -$16.6K -203 -2%
DIA
729
Dana Investment Advisors
Wisconsin
$677K +$677K +8,263 New
TNA
730
True North Advisors
Texas
$674K +$23.9K +292 +4%
MGIA
731
Matthew Goff Investment Advisor
Texas
$672K
BO
732
Bank OZK
Arkansas
$671K -$10.2K -124 -1%
PBO
733
Peoples Bank (Ohio)
Ohio
$671K +$12.7K +155 +2%
FFM
734
Forum Financial Management
Illinois
$666K +$124K +1,509 +23%
WA1
735
Wimmer Associates 1
California
$660K -$23.8K -290 -3%
RG
736
Retirement Group
California
$655K +$57.7K +704 +10%
IC
737
IEQ Capital
California
$650K +$78.9K +963 +14%
CCA
738
Checchi Capital Advisers
California
$649K +$104K +1,164 +19%
BCCM
739
Bridge Creek Capital Management
Massachusetts
$646K -$38.6K -471 -6%
IAA
740
Independent Advisor Alliance
North Carolina
$642K -$35.1K -428 -5%
FAIM
741
Financial Advocates Investment Management
Washington
$642K +$328K +4,003 +105%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$641K -$2.3K -28 -0.4%
WA
743
WealthTrust Axiom
Pennsylvania
$638K +$738 +9 +0.1%
AO
744
Advisor OS
Illinois
$638K +$638K +7,781 New
BSA
745
Bull Street Advisors
Georgia
$636K
HFG
746
Heron Financial Group
New York
$635K -$9.02K -110 -1%
TC
747
Towle & Co
Colorado
$635K +$374K +4,560 +143%
EAM
748
Erste Asset Management
Austria
$634K +$634K +7,500 New
BFA
749
BMS Financial Advisors
South Dakota
$632K +$33.1K +403 +6%
GT
750
Greenleaf Trust
Michigan
$630K +$53.2K +649 +9%