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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 %
TCWM
1301
Total Clarity Wealth Management
Illinois
$36K +$36K +439 New
FPB
1302
First PREMIER Bank
South Dakota
$35K -$21.4K -266 -38%
OC
1303
Oakworth Capital
Alabama
$35K
KFI
1304
Key Financial Inc
Pennsylvania
$35K
EA
1305
Evolution Advisers
Virginia
$33K
FCA
1306
FinTrust Capital Advisors
South Carolina
$31K +$13.7K +160 +79%
NF
1307
Norwood Financial
Pennsylvania
$30K
PP
1308
Pacifica Partners
Canada
$29K -$31.1K -350 -52%
AWM
1309
Accel Wealth Management
Iowa
$29K
CB
1310
CNB Bank
Pennsylvania
$29K
WAM
1311
Worth Asset Management
Texas
$29K +$83 +1 +0.3%
GA
1312
GoalVest Advisory
New York
$28K +$28K +343 New
HFS
1313
Heritage Financial Services
Massachusetts
$28K +$28K +346 New
BA
1314
Bellwether Advisors
Nebraska
$26K
TCM
1315
Tradewinds Capital Management
Washington
$25K -$12.7K -154 -34%
SA
1316
SRH Advisors
Kansas
$25K
PO
1317
Private Ocean
California
$25K
HC
1318
Hoese & Co
Minnesota
$25K
WOSD
1319
WFA of San Diego
California
$25K +$25K +300 New
LF
1320
Lee Financial
Texas
$24K
BLC
1321
Brown, Lisle/Cummings
Rhode Island
$22.8K
TIM
1322
Tortoise Investment Management
New York
$22K +$9.64K +117 +78%
FCT
1323
First Community Trust
Iowa
$20K -$6.94K -86 -26%
CT
1324
Clearstead Trust
Maine
$20K
PWMG
1325
Prestige Wealth Management Group
New Jersey
$20K