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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.

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 Market Value Shares Shares
Change
Shares
Change %
AW
1151
Avion Wealth
Texas
$78K 904
CWP
1152
Concord Wealth Partners
Virginia
$78K 910 +326 +56%
PCG
1153
Private Capital Group
Connecticut
$72K 839 -1 -0.1%
HWA
1154
Heritage Wealth Advisors
Virginia
$70.2K 817 -250 -23%
KFS
1155
Kelly Financial Services
Massachusetts
$69K 5,922 +5,797 +4,638%
VCM
1156
Versant Capital Management
Arizona
$67K 778 -55 -7%
EDRH
1157
Edmond de Rothschild Holding
Switzerland
$66K 768 -19,617 -96%
TCM
1158
Tradewinds Capital Management
Washington
$66K 764 +47 +7%
SFP
1159
Sterling Financial Planning
New Jersey
$65K 756
EWM
1160
Elmwood Wealth Management
California
$64K 750
EW
1161
Evoke Wealth
California
$61K 709 -39 -5%
CFO
1162
CVA Family Office
Colorado
$61K 713 +525 +279%
VCM
1163
Vigilant Capital Management
Maine
$60K 700
WQ
1164
Wealth Quarterback
New Jersey
$60K 691 +691 New
AA
1165
Addison Advisors
Vermont
$60K 702 +702 New
TFA
1166
Toth Financial Advisory
Virginia
$59K 682
PP
1167
Pacifica Partners
Canada
$59K 676 +30 +5%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$59K 691 +117 +20%
CFD
1169
Creative Financial Designs
Indiana
$58K 680 +401 +144%
CB
1170
CNB Bank
Pennsylvania
$56K 653 +53 +9%
BMD
1171
Better Money Decisions
New Mexico
$53K 623
IRAG
1172
Investment Research & Advisory Group
Georgia
$52K 611
SSC
1173
Syverson Strege & Co
Iowa
$52K 604
GLLW
1174
Graves Light Lenhart Wealth
Virginia
$51K 595 -29 -5%
CAL
1175
Capital Advisors Ltd
Ohio
$51K 594