PSX icon

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 %
MBFW
1326
Morton Brown Family Wealth
Pennsylvania
$20K
MWM
1327
Mascoma Wealth Management
New Hampshire
$20K
AWM
1328
Atticus Wealth Management
Florida
$19K
WA
1329
Win Advisors
Florida
$18K -$166K -2,006 -90%
CDIA
1330
Capital Directions Investment Advisors
Georgia
$18K
LS
1331
Leelyn Smith
Illinois
$18K
TFGT
1332
TS Financial Group (TSFG)
Illinois
$18K
TFM
1333
TFC Financial Management
Massachusetts
$18K
FFC
1334
First Financial Corp
Indiana
$18K
CM
1335
Cornerstone Management
Georgia
$17.2K
Loomis, Sayles & Company
1336
Loomis, Sayles & Company
Massachusetts
$17K -$3.87K -48 -19%
EARNEST Partners
1337
EARNEST Partners
Georgia
$17K
WWP
1338
WR Wealth Planners
Missouri
$16.4K
HI
1339
Hoey Investments
Pennsylvania
$16K
WWM
1340
Wolff Wiese Magana
California
$16K +$1.21K +15 +8%
VWM
1341
Valley Wealth Managers
New Jersey
$16K +$16K +200 New
CMP
1342
Coston McIsaac & Partners
Maine
$16K +$16K +200 New
SCM
1343
Silvant Capital Management
Georgia
$15K -$902K -11,187 -98%
AF
1344
Arrow Financial
New York
$15K
BBPWM
1345
Blue Bell Private Wealth Management
Pennsylvania
$15K
LIM
1346
Lagoda Investment Management
New York
$14K
TCWA
1347
Ten Capital Wealth Advisors
Washington
$14K
TC
1348
Tacita Capital
Ontario, Canada
$14K
SIS
1349
Sound Income Strategies
Florida
$14K +$3.11K +38 +29%
BAM
1350
Byrne Asset Management
New Jersey
$14K +$4.86K +60 +53%