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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 %
CCMW
1401
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4K +50 New
WIM
1402
Westside Investment Management
California
$3.31K
LPWM
1403
Lake Point Wealth Management
Texas
$3K -$11.7K -137 -80%
AP
1404
Atwood & Palmer
Missouri
$3K
HCM
1405
Horrell Capital Management
Arkansas
$3K
IAS
1406
IMA Advisory Services
Colorado
$3K
IBOK
1407
Independence Bank of Kentucky
Kentucky
$3K
CMA
1408
Cedar Mountain Advisors
Oregon
$3K
GC
1409
Gould Capital
Washington
$3K
TJHA
1410
Thomas J. Herzfeld Advisors
Florida
$3K
FGAM
1411
Financial Gravity Asset Management
Texas
$2.48K -$474 -282 -16%
FSWA
1412
Financial Synergies Wealth Advisors
Texas
$2.3K -$449K -5,475 -99%
JMF
1413
Johnson Midwest Financial
Iowa
$2K
ACM
1414
AUA Capital Management
Pennsylvania
$2K
KFP
1415
KB Financial Partners
New Jersey
$2K
FCG
1416
Financial Connections Group
California
$2K
SWM
1417
Sugarloaf Wealth Management
Georgia
$2K +$91 +1 +5%
IIL
1418
Insight Inv LLC
California
$2K +$2K +19 New
AWM
1419
Activest Wealth Management
Florida
$2K +$2K +28 New
BRWM
1420
B. Riley Wealth Management
Tennessee
$1.59K +$160 +1,952 +11%
CCA
1421
Column Capital Advisors
Indiana
$1K
FEG
1422
Financial Enhancement Group
Indiana
$1K
CFFP
1423
Center for Financial Planning
Michigan
$1K
CPFP
1424
Clear Perspectives Financial Planning
Ohio
$1K
ANBT
1425
American National Bank & Trust
Texas
$1K +$1K +15 New