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Phillips 66

1,318 hedge funds and large institutions have $26.3B invested in Phillips 66 in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 499 increasing their positions, 453 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
+53
Holders Change %
+4.19%
% of All Funds
23.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
135
Increased
499
Reduced
453
Closed
71
Calls
$327M
Puts
$235M
Net Calls
+$92.3M
Net Calls Change
-$83.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SKK
776
Shepherd Kaplan Krochuk
Massachusetts
$459K
NFG
777
Next Financial Group
Texas
$457K +$9.18K +107 +2%
CT
778
Coastline Trust
Rhode Island
$455K -$26.6K -310 -6%
CT
779
Cambridge Trust
Massachusetts
$455K
SWM
780
SeaCrest Wealth Management
New York
$454K -$13K -152 -3%
CG
781
Colony Group
Massachusetts
$451K -$43.4K -506 -9%
IFAM
782
Institutional & Family Asset Management
Colorado
$450K -$90.2K -1,050 -17%
FNBT
783
FineMark National Bank & Trust
Florida
$450K +$3.18K +37 +0.7%
DWM
784
Dorchester Wealth Management
Quebec, Canada
$449K
AWA
785
Arete Wealth Advisors
Illinois
$449K +$37.5K +463 +9%
OPS
786
Orion Portfolio Solutions
Nebraska
$448K -$10.9K -127 -2%
PWM
787
Prentice Wealth Management
New York
$448K +$1.97K +23 +0.4%
LC
788
Lincoln Capital
Nebraska
$447K
CBT
789
CoreFirst Bank & Trust
Kansas
$445K
SF
790
Symphony Financial
Texas
$444K -$67.8K -794 -13%
WTC
791
WhitTier Trust Company
Nevada
$444K
MWM
792
Mission Wealth Management
California
$443K +$75.9K +885 +21%
WANY
793
Wealthspire Advisors (New York)
New York
$442K -$413K -4,818 -48%
FSWA
794
Financial Synergies Wealth Advisors
Texas
$441K +$2.75K +32 +0.6%
GC
795
Gilbert & Cook
Iowa
$441K +$11.5K +134 +3%
EF
796
Empirical Finance
Pennsylvania
$441K +$64K +745 +17%
CAG
797
Csenge Advisory Group
Florida
$438K
PFP
798
Pinnacle Financial Partners
Tennessee
$436K +$99.1K +1,155 +29%
PWA
799
Pinnacle Wealth Advisors
Tennessee
$436K +$436K +5,083 New
WIC
800
Wilkins Investment Counsel
Massachusetts
$435K -$94.4K -1,100 -18%