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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 %
FDCC
1226
Foster Dykema Cabot & Co
Massachusetts
$83K +$83K +1,017 New
TIM
1227
Tevis Investment Management
Texas
$82K
BWA
1228
BDO Wealth Advisors
Florida
$82K
MCC
1229
Money Concepts Capital
Florida
$81K -$250K -2,966 -76%
HCM
1230
Highlander Capital Management
New Jersey
$81K +$24.5K +300 +43%
GTAM
1231
Global Trust Asset Management
Florida
$79K
SWM
1232
Selective Wealth Management
Virginia
$78K +$24.9K +304 +47%
TC
1233
Trust Company
Kansas
$77K
ME
1234
McIlrath & Eck
Washington
$76K
PMFA
1235
Plante Moran Financial Advisors
Michigan
$76K +$6.69K +82 +10%
HI
1236
Hudock Inc
Pennsylvania
$75K +$246 +3 +0.3%
CWP
1237
Concord Wealth Partners
Virginia
$75K +$3.04K +37 +4%
EWM
1238
Evermay Wealth Management
Virginia
$74K
HNWAG
1239
High Net Worth Advisory Group
Florida
$73K -$3.1K -38 -4%
EIP
1240
Ellis Investment Partners
Pennsylvania
$72K +$652 +8 +0.9%
SCA
1241
Stonebridge Capital Advisors
Minnesota
$71K -$907 -11 -1%
MSFP
1242
Mark Sheptoff Financial Planning
Connecticut
$71K
ZB
1243
Zions Bancorporation
Utah
$71K
OIA
1244
Optimum Investment Advisors
Illinois
$69K
BCMLT
1245
Beacon Capital Management LLC (Tennessee)
Tennessee
$68K
TFS
1246
TrustCore Financial Services
Tennessee
$68K
PSB
1247
Piscataqua Savings Bank
New Hampshire
$64K
MTIC
1248
Missouri Trust & Investment Company
Missouri
$61K -$3.58K -44 -6%
VCM
1249
Versant Capital Management
Arizona
$61K -$1.88K -23 -3%
CSB
1250
City State Bank
Iowa
$61K -$1.64K -20 -3%