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Phillips 66

1,442 hedge funds and large institutions have $29.1B invested in Phillips 66 in 2022 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 616 increasing their positions, 403 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,442
Holders Change
+93
Holders Change %
+6.89%
% of All Funds
22.82%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
207
Increased
616
Reduced
403
Closed
97
Calls
$466M
Puts
$263M
Net Calls
+$203M
Net Calls Change
-$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
801
C2C Wealth Management
Arizona
$567K -$172K -1,900 -23%
PAM
802
Palisade Asset Management
Minnesota
$567K -$24.6K -285 -4%
TAM
803
Tocqueville Asset Management
New York
$567K
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$564K -$45.1K -523 -7%
CG
805
Cutler Group
California
$564K +$283K +3,280 +101%
IF
806
Intrua Financial
Texas
$563K -$150K -1,738 -21%
CCA
807
Childress Capital Advisors
Texas
$563K +$7.35K +85 +1%
USGIU
808
U.S. Global Investors (USGI)
Texas
$562K
MIM
809
Miller Investment Management
Pennsylvania
$562K
BEI
810
Benjamin Edwards Inc
Missouri
$559K +$8.04K +93 +1%
BTWM
811
Baker Tilly Wealth Management
Wisconsin
$558K -$24.5K -284 -4%
WC
812
Westhampton Capital
North Carolina
$557K
PG
813
Pendal Group
Australia
$557K +$557K +6,445 New
SSA
814
South Street Advisors
New York
$555K
WAM
815
Weatherly Asset Management
California
$549K -$14.6K -169 -3%
CCMG
816
Clark Capital Management Group
Pennsylvania
$548K -$14.4K -166 -3%
NL
817
NWAM LLC
Washington
$545K -$267K -3,095 -33%
BA
818
Bennicas & Associates
California
$544K +$81.3K +942 +18%
AFG
819
American Financial Group
Ohio
$540K +$540K +6,250 New
QT
820
Quantamental Technologies
New York
$538K -$1.25M -14,461 -70%
PGIM
821
Pacific Global Investment Management
California
$536K -$21.8K -252 -4%
SWM
822
SeaCrest Wealth Management
New York
$536K +$88.9K +1,030 +20%
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$534K -$78.7K -912 -13%
CA
824
Clearstead Advisors
Ohio
$533K
SP
825
Symmetry Partners
Connecticut
$533K