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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 %
MS
826
Maven Securities
Jersey
$497K +$497K +6,059 New
SKK
827
Shepherd Kaplan Krochuk
Massachusetts
$496K
ATC
828
Argent Trust Co
Tennessee
$496K +$10.8K +132 +2%
HCA
829
Heck Capital Advisors
Wisconsin
$494K
Lido Advisors
830
Lido Advisors
California
$491K +$38.9K +475 +9%
SWM
831
Stockman Wealth Management
Montana
$489K -$389K -4,751 -44%
CGL
832
Clarius Group LLC
Washington
$489K +$12.7K +155 +3%
GCM
833
Graham Capital Management
Connecticut
$488K -$199K -2,428 -29%
FMTCOCP
834
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$487K -$139K -1,698 -22%
IGWM
835
ICA Group Wealth Management
Colorado
$487K -$57.1K -646 -10%
REMPR
836
Roof Eidam Maycock Peralta (REMP)
California
$485K
MHR
837
Matthew Hamilton Rosenberg
$485K +$7.68K +91 +2%
CWM
838
Cornerstone Wealth Management
Missouri
$485K +$16.8K +205 +4%
AMBIA
839
Allen Mooney & Barnes Investment Advisors
Georgia
$484K +$574 +7 +0.1%
Fisher Asset Management
840
Fisher Asset Management
Washington
$481K -$167K -2,030 -26%
PWPS
841
Pinnacle Wealth Planning Services
Ohio
$478K +$1.89K +23 +0.4%
AIM
842
Aspen Investment Management
Michigan
$477K +$477K +5,818 New
WAM
843
Weatherly Asset Management
California
$472K -$49.3K -601 -9%
GIM
844
Groesbeck Investment Management
New Jersey
$471K -$410 -5 -0.1%
ESB
845
Essex Savings Bank
Connecticut
$471K +$901 +11 +0.2%
WA
846
Waddell & Associates
Tennessee
$471K +$471K +5,740 New
CG
847
Cutler Group
California
$470K -$64.4K -787 -12%
BA
848
Bivin & Associates
Oklahoma
$469K +$16.4K +200 +4%
VBCG
849
Valley Brook Capital Group
Pennsylvania
$469K +$34.9K +426 +8%
FFWA
850
FRG Family Wealth Advisors
Washington
$468K