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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 %
MHR
826
Matthew Hamilton Rosenberg
$397K -$13.7K -160 -3%
CW
827
CreativeOne Wealth
Kansas
$396K +$3.95K +46 +1%
WA
828
WP Advisors
California
$395K +$4.03K +47 +1%
MMPW
829
Mitchell McLeod Pugh & Williams
Alabama
$395K +$25.8K +300 +7%
JHCP
830
Jackson Hole Capital Partners
Oklahoma
$394K
AF
831
Aldebaran Financial
$393K -$3.47K -40 -0.9%
FMTC
832
Farmers & Merchants Trust Company
California
$393K -$3.17K -37 -0.8%
SWM
833
Segment Wealth Management
Texas
$393K
MA
834
Mutual Advisors
Nebraska
$392K -$38.1K -444 -9%
JWCA
835
J.W. Cole Advisors
Florida
$392K +$151K +1,765 +63%
LP
836
LMR Partners
United Kingdom
$391K +$391K +4,559 New
FNFDCM
837
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$390K
P
838
Pitcairn
Pennsylvania
$388K -$6.78K -79 -2%
FCH
839
Freestone Capital Holdings
Washington
$388K +$30.5K +356 +9%
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$385K -$2.09M -24,362 -84%
Fisher Asset Management
841
Fisher Asset Management
Washington
$385K -$47.3K -551 -11%
LWAC
842
Laurel Wealth Advisors (California)
California
$383K -$44.7K -521 -10%
BWM
843
Buckley Wealth Management
Nevada
$383K -$9.61K -112 -2%
SIM
844
Sentry Investment Management
Wisconsin
$383K
MYAM
845
Meiji Yasuda Asset Management
Japan
$381K
CP
846
Camelot Portfolios
Ohio
$379K
LFF
847
Level Four Financial
Texas
$377K -$74K -862 -16%
WIA
848
Westbourne Investment Advisors
Maryland
$376K -$1.72K -20 -0.5%
KIA
849
KCM Investment Advisors
California
$374K
VAS
850
Vestmark Advisory Solutions
Massachusetts
$370K +$47.2K +551 +15%