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Phillips 66

1,442 hedge funds and large institutions have $29.1B invested in Phillips 66 in 2022 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 616 increasing their positions, 403 reducing their positions, and 97 closing their positions.

Holders
1,442
Holders Change
+93
Holders Change %
+6.89%
% of All Funds
22.82%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
207
Increased
616
Reduced
403
Closed
97
Calls
$466M
Puts
$263M
Net Calls
+$203M
Net Calls Change
-$8.97M
Name Holding Trade Value Shares
Change
Shares
Change %
EIP
1251
Ellis Investment Partners
Pennsylvania
$75K +$9.17K +107 +14%
MSFP
1252
Mark Sheptoff Financial Planning
Connecticut
$75K +$38.8K +450 +107%
PMFA
1253
Plante Moran Financial Advisors
Michigan
$73K +$19.4K +226 +36%
OIA
1254
Optimum Investment Advisors
Illinois
$72K
SBL
1255
Sargent Bickham Lagudis
Colorado
$71K -$3.37K -39 -5%
TFS
1256
TrustCore Financial Services
Tennessee
$71K +$33.4K +388 +89%
T
1257
TCWP
Ohio
$71K +$71K +825 New
SAM
1258
Shell Asset Management
Netherlands
$70K
HA
1259
Herold Advisors
New York
$69.1K +$69.1K +800 New
MTIC
1260
Missouri Trust & Investment Company
Missouri
$69K
BCMLT
1261
Beacon Capital Management LLC (Tennessee)
Tennessee
$68K +$68K +778 New
PSB
1262
Piscataqua Savings Bank
New Hampshire
$67K -$18.5K -215 -22%
VCM
1263
Versant Capital Management
Arizona
$67K -$87 -1 -0.1%
CSB
1264
City State Bank
Iowa
$66K -$8.62K -100 -12%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$65K +$26.3K +299 +68%
AA
1266
Addison Advisors
Vermont
$61K
FPB
1267
First PREMIER Bank
South Dakota
$60K -$144K -1,680 -71%
GLLW
1268
Graves Light Lenhart Wealth
Virginia
$60K -$1.63K -19 -3%
HCM
1269
Highlander Capital Management
New Jersey
$60K
VCM
1270
Vigilant Capital Management
Maine
$60K
VNA
1271
Valley National Advisers
Pennsylvania
$59K -$692 -8 -1%
TFA
1272
Toth Financial Advisory
Virginia
$59K
GG
1273
Gleason Group
Kentucky
$59K +$693 +8 +1%
HWA
1274
Heritage Wealth Advisors
Virginia
$59K +$4.35K +50 +8%
CWA
1275
Clearview Wealth Advisors
Oregon
$57K -$26K -301 -31%