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Phillips 66

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
526
Silvercrest Asset Management
New York
$1.23M +$349K +4,847 +40%
EWA
527
Exencial Wealth Advisors
Oklahoma
$1.22M -$62.8K -874 -5%
SC
528
SouthState Corp
Florida
$1.22M -$775K -10,779 -39%
EOCM
529
Energy Opportunities Capital Management
Texas
$1.21M
AP
530
Advisor Partners
California
$1.21M +$87K +1,210 +8%
MWM
531
Mattern Wealth Management
Kansas
$1.21M -$162K -2,257 -12%
PP
532
Palladium Partners
Virginia
$1.2M -$316K -4,390 -21%
ALAM
533
Asahi Life Asset Management
Japan
$1.2M -$547K -7,600 -31%
GI
534
Gradient Investments
Minnesota
$1.2M +$1.07M +14,863 +838%
FT
535
Fiduciary Trust
Massachusetts
$1.19M -$52.4K -729 -4%
SIM
536
Sonora Investment Management
Arizona
$1.18M +$43K +598 +4%
AUB
537
Atlantic Union Bankshares
Virginia
$1.17M -$29.8K -415 -2%
LI
538
Leap Investments
Illinois
$1.17M +$1.17M +16,307 New
HIM
539
Harbour Investment Management
Washington
$1.16M -$23.9K -332 -2%
PRC
540
Pearl River Capital
Michigan
$1.16M +$1.14M +15,813 +5,792%
IMRF
541
Illinois Municipal Retirement Fund
Illinois
$1.16M +$512K +7,127 +80%
Connor, Clark & Lunn Investment Management (CC&L)
542
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.15M +$1.15M +16,044 New
MSFP
543
Mark Sheptoff Financial Planning
Connecticut
$1.15M +$748K +10,404 +185%
PA
544
Parallel Advisors
California
$1.14M +$495K +6,893 +76%
LOAMS
545
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.14M +$556K +7,739 +95%
FC
546
FORA Capital
Florida
$1.14M -$2.37M -32,972 -68%
CG
547
Colony Group
Massachusetts
$1.14M -$91.5K -1,272 -7%
FC
548
FCA Corp
Texas
$1.13M -$1.44K -20 -0.1%
SF
549
Synovus Financial
Georgia
$1.13M +$42.2K +588 +4%
CCMINC
550
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.12M +$23.5K +327 +2%