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Phillips 66

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1326
FSA Wealth Management
Massachusetts
-$21K -297 Closed
CT
1327
Clearstead Trust
Maine
-$17K -250 Closed
AWG
1328
Altus Wealth Group
Colorado
-$16K -233 Closed
BSSFA
1329
Baron Silver Stevens Financial Advisors
Florida
-$15K -223 Closed
MIM
1330
Meridiem Investment Management
United Kingdom
-$16K -222 Closed
HGWM
1331
Harvest Group Wealth Management
Massachusetts
-$15K -213 Closed
Skandinaviska Enskilda Banken (SEB)
1332
Skandinaviska Enskilda Banken (SEB)
Sweden
-$14K -200 Closed
ICP
1333
Interchange Capital Partners
Pennsylvania
-$11K -161 Closed
TPWA
1334
TRUE Private Wealth Advisors
Oregon
-$9K -135 Closed
ST
1335
Sageworth Trust
Pennsylvania
-$9K -129 Closed
D
1336
Diversified
Delaware
-$5K -99 Closed
FWM
1337
ForthRight Wealth Management
Georgia
-$6K -88 Closed
GA
1338
GoalVest Advisory
New York
-$4K -64 Closed
TWM
1339
Tradition Wealth Management
Minnesota
-$4K -60 Closed
LB
1340
Legacy Bridge
Iowa
-$3K -40 Closed
FFG
1341
Fortem Financial Group
California
-$3K -36 Closed
HR
1342
Howe & Rusling
New York
-$2K -28 Closed
NSB
1343
Norway Savings Bank
Maine
-$2K -27 Closed
NCM
1344
New Capital Management
Texas
-$1K -18 Closed
SSWG
1345
Seven Springs Wealth Group
Tennessee
-$1K -13 Closed