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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 %
CANY
776
Caxton Associates (New York)
New York
$571K +$571K +6,967 New
DWM
777
Drive Wealth Management
Utah
$568K -$8.78K -107 -2%
CA
778
Clearstead Advisors
Ohio
$568K +$62.3K +760 +12%
HH
779
Hilltop Holdings
Texas
$567K +$4.18K +51 +0.7%
CA
780
Cullinan Associates
Kentucky
$566K +$82K +1,000 +17%
CCMD
781
Cypress Capital Management (Delaware)
Delaware
$565K -$10.3K -125 -2%
APA
782
American Portfolios Advisors
New York
$563K -$25.2K -307 -4%
BTWM
783
Baker Tilly Wealth Management
Wisconsin
$561K +$31.1K +380 +6%
1SB
784
1ST Source Bank
Indiana
$557K +$7.62K +93 +1%
TCA
785
Transcend Capital Advisors
New Jersey
$556K -$66.1K -807 -11%
LC
786
Lincoln Capital
Nebraska
$555K -$7.79K -95 -1%
BHWM
787
Bar Harbor Wealth Management
New Hampshire
$552K -$130K -1,586 -19%
DPIM
788
Duff & Phelps Investment Management
Illinois
$552K +$86.5K +1,054 +19%
VHAM
789
Van Hulzen Asset Management
California
$551K
JWCA
790
J.W. Coons Advisors
Ohio
$551K +$145K +1,766 +36%
HAIM
791
Hunter Associates Investment Management
Pennsylvania
$550K +$550K +6,767 New
APWM
792
Atlas Private Wealth Management
New York
$545K -$4.68K -57 -0.9%
VCWA
793
Vanguard Capital Wealth Advisors
Colorado
$543K -$256K -3,125 -32%
SSB
794
Sandy Spring Bank
Maryland
$537K -$2.79K -34 -0.5%
CWM
795
C2C Wealth Management
Arizona
$535K
MM
796
MQS Management
New York
$535K +$253K +3,082 +89%
TAIM
797
TD Ameritrade Investment Management
Nebraska
$534K -$166K -2,030 -24%
IF
798
Intrua Financial
Texas
$534K +$246 +3 +0%
USGIU
799
U.S. Global Investors (USGI)
Texas
$533K
MIM
800
Miller Investment Management
Pennsylvania
$533K