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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 %
GWMIA
1351
Global Wealth Management Investment Advisory
Florida
$13K
SWA
1352
SOA Wealth Advisors
New York
$13K +$82 +1 +0.6%
PFA
1353
Professional Financial Advisors
Nebraska
$13K +$160 +2 +1%
SAM
1354
Strategic Asset Management
Minnesota
$12K -$8.43K -99 -41%
PGAM
1355
Princeton Global Asset Management
New Jersey
$12K
BC
1356
Burleson & Co
California
$12K
PPWM
1357
PFG Private Wealth Management
Florida
$12K +$1.8K +22 +18%
NMG
1358
New Millennium Group
Utah
$12K +$12K +147 New
GEA
1359
Glen Eagle Advisors
New Jersey
$11.9K +$5.58K +68 +88%
PA
1360
PSI Advisors
Florida
$11K
BWP
1361
Baldwin Wealth Partners
Massachusetts
$11K
FCMT
1362
Founders Capital Management (Texas)
Texas
$11K +$11K +139 New
SC
1363
Stephens Consulting
Michigan
$10.9K
TC
1364
Truvestments Capital
Florida
$10K +$10K +118 New
BIA
1365
Bell Investment Advisors
California
$10K +$10K +119 New
FBT
1366
First Bank & Trust
South Dakota
$9K -$1.74K -22 -16%
AssetMark Inc
1367
AssetMark Inc
California
$9K -$1.62K -20 -15%
RBC
1368
Roble Belko & Company
Pennsylvania
$9K
HS
1369
Horan Securities
United States
$9K
KC
1370
Kenfarb & Co
Kentucky
$9K
CAC
1371
Core Alternative Capital
Georgia
$9K +$2.43K +31 +37%
TFP
1372
Tilia Fiduciary Partners
North Carolina
$9K +$3.6K +46 +67%
WWM
1373
Wagner Wealth Management
South Carolina
$9K +$9K +105 New
WBC
1374
West Branch Capital
Massachusetts
$8K
LFA
1375
Level Financial Advisors
New York
$8K