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Phillips 66

1,228 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 355 increasing their positions, 514 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+103
Holders Change %
+9.16%
% of All Funds
21.79%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
212
Increased
355
Reduced
514
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
551
Hartford Financial Management
Connecticut
$829K -$5.17K -74 -0.6%
RM
552
Resource Management
Louisiana
$828K -$38.9K -556 -4%
BFA
553
Bragg Financial Advisors
North Carolina
$823K -$5.73K -82 -0.7%
IA
554
IFP Advisors
Florida
$820K +$60.4K +863 +8%
RIM
555
Redpoint Investment Management
Australia
$811K
JWM
556
Jeppson Wealth Management
California
$810K -$145K -2,070 -15%
FC
557
Ferris Capital
Massachusetts
$805K -$4.83K -69 -0.6%
PIM
558
Penobscot Investment Management
Massachusetts
$802K -$973K -13,921 -55%
EF
559
Exeter Financial
Arizona
$801K
SS
560
Simplicity Solutions
Minnesota
$795K -$86.8K -1,241 -10%
CCM
561
Copeland Capital Management
Pennsylvania
$793K -$5.04K -72 -0.6%
BAS
562
Brown Advisory Securities
Maryland
$790K -$476K -6,806 -38%
SAM
563
Silvercrest Asset Management
New York
$790K -$18.7K -268 -2%
O
564
Ossiam
France
$784K +$779K +11,137 +14,654%
CAI
565
Capital Advisors Inc
Oklahoma
$774K -$209K -2,987 -21%
BOH
566
Bank of Hawaii
Hawaii
$771K -$379K -5,419 -33%
FNT
567
First National Trust
Pennsylvania
$770K -$128K -1,837 -14%
TNB
568
TCF National Bank
South Dakota
$762K -$725K -10,376 -49%
EWM
569
Empirical Wealth Management
Washington
$749K +$62.9K +900 +9%
VAG
570
VisionPoint Advisory Group
Texas
$748K -$185K -2,650 -20%
SMC
571
Smith, Moore & Co
Missouri
$746K -$65.1K -931 -8%
CA
572
Cetera Advisors
Colorado
$746K +$34.6K +495 +5%
VA
573
Valmark Advisers
Ohio
$744K +$744K +10,636 New
SWP
574
Strategic Wealth Partners
Ohio
$741K -$22.9K -327 -3%
WCM
575
Weik Capital Management
Pennsylvania
$739K -$39.5K -565 -5%