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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 %
SP
851
Successful Portfolios
Florida
$368K
CG
852
Caprock Group
Idaho
$366K +$366K +4,267 New
APP
853
Avantax Planning Partners
Iowa
$365K -$170K -1,981 -32%
PP
854
PDS Planning
Ohio
$365K +$2.92K +34 +0.8%
AIM
855
Acropolis Investment Management
Missouri
$364K -$47.6K -555 -12%
BEC
856
Blue Edge Capital
Virginia
$363K +$257 +3 +0.1%
QP
857
Quilter Plc
United Kingdom
$363K -$30.9K -360 -8%
CCA
858
Checchi Capital Advisers
California
$360K +$18.4K +214 +5%
JF
859
Jump Financial
Illinois
$359K +$80.1K +931 +29%
LCM
860
LVM Capital Management
Michigan
$354K -$8.58K -100 -2%
HDIM
861
Hanson & Doremus Investment Management
Vermont
$353K +$28.1K +541 +9%
PNC
862
Park National Corp
Ohio
$352K -$26.2K -305 -7%
AWM
863
Avior Wealth Management
Nebraska
$352K +$3.43K +40 +1%
EM
864
Excalibur Management
Massachusetts
$351K -$9.09K -106 -3%
SC
865
Scotia Capital
Ontario, Canada
$351K -$1.29K -15 -0.4%
IAIM
866
International Assets Investment Management
Florida
$348K -$370K -7,468 -52%
KA
867
Kovack Advisors
Florida
$348K +$14.8K +172 +4%
TCA
868
Transcend Capital Advisors
New Jersey
$348K +$119K +1,377 +52%
WT
869
Whittier Trust
California
$345K
JGUA
870
John G. Ullman & Associates
New York
$344K
SAM
871
Strategy Asset Managers
California
$343K +$29.1K +339 +9%
PCA
872
Personal Capital Advisors
California
$342K -$135K -1,569 -28%
GIA
873
GHP Investment Advisors
Colorado
$342K -$20.3K -237 -6%
XT
874
XTX Topco
Cayman Islands
$340K -$147K -1,706 -30%
CAM
875
Cresset Asset Management
Illinois
$340K +$64.6K +752 +23%