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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 %
FLPIM
901
F.L. Putnam Investment Management
Massachusetts
$397K -$95.6K -1,167 -19%
PTC
902
Private Trust Company
Ohio
$396K -$105K -1,283 -21%
IVP
903
Intrinsic Value Partners
Arizona
$396K -$6.4K -78 -2%
CT
904
Coastline Trust
Rhode Island
$396K
EH
905
Equitable Holdings
New York
$396K +$3.28K +40 +0.8%
KIA
906
KCM Investment Advisors
California
$395K +$88.3K +1,076 +29%
FIM
907
Freedom Investment Management
Connecticut
$394K -$202K -2,465 -34%
VCG
908
Vantage Consulting Group
Virginia
$394K -$101K -1,230 -20%
SA
909
Syntax Advisors
New York
$394K -$101K -1,230 -20%
HAG
910
HighPoint Advisor Group
Illinois
$391K +$391K +4,916 New
SFI
911
Siemens Fonds Invest
Germany
$390K +$738 +9 +0.2%
OWM
912
OneAscent Wealth Management
Alabama
$390K +$390K +4,752 New
OCM
913
Orleans Capital Management
Louisiana
$389K
SAM
914
S.A. Mason
Michigan
$389K
VT
915
Vise Technologies
New York
$388K -$157K -1,914 -29%
ET
916
Equitable Trust
Tennessee
$388K +$388K +4,735 New
BEI
917
Benjamin Edwards Inc
Missouri
$387K -$143K -1,748 -27%
TW
918
Transform Wealth
Colorado
$386K -$16.8K -205 -4%
PCS
919
Personal CFO Solutions
New Jersey
$385K -$21.2K -259 -5%
SP
920
Successful Portfolios
Florida
$385K -$246 -3 -0.1%
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$385K +$17.3K +211 +5%
APW
922
Austin Private Wealth
Texas
$385K +$27.1K +330 +8%
SCA
923
Salient Capital Advisors
Texas
$385K +$385K +4,693 New
RGC
924
Roberts, Glore & Co
Illinois
$383K -$6.14K -75 -2%
IWC
925
Integrated Wealth Concepts
Massachusetts
$383K +$37.9K +462 +11%