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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 %
PAI
1251
Pittenger & Anderson Inc
Nebraska
$61K +$43.7K +529 +253%
BHWM
1252
Beaird Harris Wealth Management
Texas
$60K -$239K -2,926 -80%
AA
1253
Addison Advisors
Vermont
$58K
VCM
1254
Vigilant Capital Management
Maine
$57K
GLLW
1255
Graves Light Lenhart Wealth
Virginia
$57K
TFA
1256
Toth Financial Advisory
Virginia
$57K +$1.15K +14 +2%
HWA
1257
Heritage Wealth Advisors
Virginia
$56K
VNA
1258
Valley National Advisers
Pennsylvania
$56K
GG
1259
Gleason Group
Kentucky
$56K +$489 +6 +0.9%
AP
1260
Arlington Partners
Alabama
$56K +$30.2K +370 +117%
CWA
1261
Clearview Wealth Advisors
Oregon
$54K
JWA
1262
JFS Wealth Advisors
Pennsylvania
$54K +$7.2K +88 +15%
MWA
1263
Miller Wealth Advisors
Colorado
$53K +$326 +4 +0.6%
DSC
1264
Duncker Streett & Co
Missouri
$52K
SPWM
1265
Spartan Planning & Wealth Management
North Carolina
$52K
GWS
1266
Glassman Wealth Services
Virginia
$52K +$3.13K +38 +6%
FPS
1267
Fieldpoint Private Securities
Connecticut
$50K -$97.7K -1,192 -66%
SSC
1268
Syverson Strege & Co
Iowa
$50K
FCB
1269
First Command Bank
Texas
$48K
RTC
1270
Riverview Trust Company
Washington
$48K
FCFS
1271
First Command Financial Services
Texas
$48K
BMD
1272
Better Money Decisions
New Mexico
$48K +$48K +584 New
CAL
1273
Capital Advisors Ltd
Ohio
$47K
SAM
1274
Shell Asset Management
Netherlands
$46K -$20.8K -251 -31%
CFD
1275
Creative Financial Designs
Indiana
$46K