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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 %
OA
1376
Operose Advisors
Wisconsin
$8K
1IA
1377
1834 Investment Advisors
Wisconsin
$8K
HR
1378
Howe & Rusling
New York
$8K +$699 +9 +10%
MFT
1379
Moisand Fitzgerald Tamayo
Florida
$8K +$8K +100 New
CP
1380
Castleview Partners
Texas
$7.28K +$3.46K +95 +90%
COCM
1381
Charter Oak Capital Management
New Hampshire
$7K
GKIM
1382
GW&K Investment Management
Massachusetts
$7K +$1.43K +18 +26%
RIM
1383
Rockbridge Investment Management
New York
$6.56K -$7.63K -93 -54%
FWM
1384
Focused Wealth Management
New York
$6K -$6K -77 -50%
HWM
1385
HighMark Wealth Management
Minnesota
$6K
OLVIG
1386
Oliver Lagore Vanvalin Investment Group
Michigan
$6K
KFS
1387
Kelly Financial Services
Massachusetts
$5.66K
FP
1388
Financial Perspectives
Minnesota
$5.17K
AFG
1389
Albion Financial Group
Utah
$5K -$182K -2,400 -97%
ETC
1390
Exchange Traded Concepts
Oklahoma
$5K -$159K -2,038 -97%
ACK
1391
Andrew C. Karlinski
$5K
DWA
1392
Delos Wealth Advisors
Texas
$5K
CI Investments Inc
1393
CI Investments Inc
Ontario, Canada
$5K +$424 +5 +9%
CA
1394
Crewe Advisors
Utah
$5K +$5K +60 New
FA
1395
Financial Advantage
Maryland
$4K
WB
1396
Webster Bank
Connecticut
$4K
MCA
1397
Maryland Capital Advisors
Maryland
$4K
CWM
1398
CarsonAllaria Wealth Management
Illinois
$4K
BCPWM
1399
Bradley & Co Private Wealth Management
Florida
$4K +$4K +44 New
CCMW
1400
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4K +50 New