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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 %
AIL
1201
AGF Investments LLC
Ontario, Canada
$37K 429 +429 New
HFM
1202
Harvest Fund Management
China
$36K 415
FFC
1203
First Financial Corp
Indiana
$36K 420
MCM
1204
MV Capital Management
Maryland
$36K 414 +42 +11%
MSFP
1205
Mark Sheptoff Financial Planning
Connecticut
$35K 410
GG
1206
Gleason Group
Kentucky
$35K 406 +4 +1%
HI
1207
Hoey Investments
Pennsylvania
$34K 400 -315 -44%
LFG
1208
Larson Financial Group
Missouri
$34K 391 +2 +0.5%
KFAA
1209
Klaas Financial Asset Advisors
Illinois
$32K 378 +4 +1%
PP
1210
PrairieView Partners
Minnesota
$28K 326
FCM
1211
Firestone Capital Management
Florida
$27K 318
EIP
1212
Ellis Investment Partners
Pennsylvania
$27K 322 +3 +0.9%
RDWM
1213
Red Door Wealth Management
Tennessee
$27K 325 +325 New
BC
1214
Barnett & Company
Tennessee
$26K 300 -275 -48%
HC
1215
Hoese & Co
Minnesota
$26K 302 +302 New
SA
1216
SRH Advisors
Kansas
$24K 274
MAM
1217
McCarthy Asset Management
California
$23K 271 +1 +0.4%
KTC
1218
Kistler-Tiffany Companies
Pennsylvania
$22K 254
KPCM
1219
Kings Point Capital Management
New York
$22K 256 +74 +41%
BU
1220
BBVA USA
Alabama
$22K 252 +252 New
LF
1221
Lee Financial
Texas
$21K 250 -180 -42%
COCM
1222
Charter Oak Capital Management
New Hampshire
$21K 241 -9 -4%
JWA
1223
JFS Wealth Advisors
Pennsylvania
$21K 245
1IA
1224
1834 Investment Advisors
Wisconsin
$21K 243 +93 +62%
CT
1225
Clearstead Trust
Maine
$21K 250 +250 New