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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 %
AAP
1276
Arax Advisory Partners
Colorado
$46K +$3.38K +41 +8%
PFBT
1277
Parkside Financial Bank & Trust
Missouri
$45K -$15.9K -193 -26%
TF
1278
TimeScale Financial
Massachusetts
$45K -$3.72K -45 -8%
SC
1279
Sierra Capital
Florida
$44K -$82 -1 -0.2%
TSWM
1280
Tyler-Stone Wealth Management
Ohio
$44K
BWM
1281
Baystate Wealth Management
Massachusetts
$44K +$330 +4 +0.8%
EWM
1282
Endurance Wealth Management
Rhode Island
$43K
TFA
1283
Transamerica Financial Advisors
Florida
$43K +$43K +521 New
CFO
1284
CVA Family Office
Colorado
$42K -$5.27K -65 -11%
MCM
1285
MV Capital Management
Maryland
$42K +$655 +8 +2%
SC
1286
Siena Capital
Ohio
$41K
CWM
1287
Curi Wealth Management
North Carolina
$41K +$5.72K +70 +16%
CWM
1288
Castle Wealth Management
Florida
$40K +$40K +493 New
AIC
1289
Archer Investment Corporation
Indiana
$39.3K
PCG
1290
Private Capital Group
Connecticut
$39K -$821 -10 -2%
PP
1291
PrairieView Partners
Minnesota
$39K
SC
1292
Schubert & Co
Texas
$39K +$4.82K +59 +14%
AA
1293
AlphaMark Advisors
Kentucky
$39K +$39K +475 New
AIM
1294
Achmea Investment Management
Netherlands
$38K
POIA
1295
Pin Oak Investment Advisors
Texas
$38K
LFG
1296
Larson Financial Group
Missouri
$37K -$2.05K -25 -5%
TVWM
1297
Tower View Wealth Management
Wisconsin
$37K
Kayne Anderson Rudnick Investment Management
1298
Kayne Anderson Rudnick Investment Management
California
$37K
HWMA
1299
Heritage Wealth Management (Arizona)
Arizona
$36.8K
DWMG
1300
DB Wealth Management Group
California
$36K