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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 %
TTWM
1101
TCV Trust & Wealth Management
Virginia
$237K +$39K +476 +20%
QCM
1102
Quantinno Capital Management
New York
$237K +$237K +2,896 New
CSIA
1103
Carl Stuart Investment Advisor
Texas
$236K
LCM
1104
Leisure Capital Management
California
$236K
RPC
1105
Rossmore Private Capital
Connecticut
$236K +$6.39K +78 +3%
CFA
1106
CWS Financial Advisors
Michigan
$236K +$8.37K +102 +4%
SCP
1107
Stamos Capital Partners
California
$236K +$236K +2,880 New
LHC
1108
Little House Capital
Massachusetts
$235K -$8.04K -98 -3%
AWM
1109
Aries Wealth Management
Maine
$235K +$235K +2,868 New
PPW
1110
Pinnacle Private Wealth
Massachusetts
$232K -$58K -708 -20%
MA
1111
MJP Associates
Connecticut
$232K +$232K +2,834 New
TW
1112
TrinityPoint Wealth
Connecticut
$231K +$164 +2 +0.1%
MFG
1113
Magnus Financial Group
New York
$230K +$34K +414 +17%
HWA
1114
HCR Wealth Advisors
California
$229K +$985 +12 +0.4%
DWA
1115
Douglass Winthrop Advisors
New York
$229K +$5.82K +71 +3%
MCM
1116
Manchester Capital Management
Vermont
$228K -$242K -2,959 -52%
LIA
1117
LBMC Investment Advisors
Tennessee
$226K +$82 +1 +0%
LSPW
1118
Lake Street Private Wealth
Illinois
$226K +$226K +2,762 New
OPS
1119
Orion Portfolio Solutions
Nebraska
$225K -$58K -708 -20%
SCA
1120
STALEY CAPITAL ADVISERS
Pennsylvania
$225K
IWA
1121
IVC Wealth Advisors
Pennsylvania
$224K +$409 +5 +0.2%
NB
1122
Northwest Bancshares
Pennsylvania
$224K +$16.4K +200 +8%
BB
1123
Bell Bank
North Dakota
$223K +$31K +378 +16%
PC
1124
Port Capital
Illinois
$222K -$7.14K -87 -3%
LPIC
1125
LeJeune Puetz Investment Counsel
Michigan
$222K