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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 %
EWM
626
Empirical Wealth Management
Washington
$789K +$67K +932 +9%
TC
627
Telemus Capital
Michigan
$786K +$10.8K +177 +1%
MC
628
Moors & Cabot
Massachusetts
$786K +$80K +1,107 +11%
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$772K -$196K -2,730 -20%
EC
630
Estate Counselors
Wisconsin
$771K +$366K +5,085 +90%
CAI
631
Capital Advisors Inc
Oklahoma
$770K +$50.3K +825 +7%
FLPIM
632
F.L. Putnam Investment Management
Massachusetts
$769K +$109K +1,511 +16%
LWAC
633
Laurel Wealth Advisors (California)
California
$766K -$402K -5,591 -34%
WAS
634
Wealth Advisory Solutions
Indiana
$764K +$4.88K +68 +0.6%
CB
635
Community Bank
New York
$760K +$79.2K +1,102 +12%
SIM
636
Stratos Investment Management
Ohio
$757K +$46.9K +652 +7%
FFWA
637
FRG Family Wealth Advisors
Washington
$756K -$92.6K -1,287 -11%
AF
638
Aldebaran Financial
$754K -$529K -7,350 -41%
CT
639
Coastline Trust
Rhode Island
$750K -$47.1K -655 -6%
FAAS
640
First Allied Advisory Services
California
$743K -$105K -1,465 -12%
RG
641
Rikoon Group
New Mexico
$742K -$38.7K -538 -5%
FI
642
FormulaFolio Investments
Michigan
$737K -$60.4K -839 -8%
BWM
643
Buckley Wealth Management
Nevada
$731K -$17.8K -248 -2%
S
644
Seeyond
France
$726K -$28.5K -396 -4%
JCM
645
Jacobsen Capital Management
Utah
$726K +$726K +10,101 New
ANTB
646
AMG National Trust Bank
Colorado
$725K +$79.6K +1,106 +12%
IRC
647
Investors Research Corp
Georgia
$724K
SWP
648
Strategic Wealth Partners
Ohio
$724K +$724K +10,068 New
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$718K -$21.7K -302 -3%
SSB
650
Sandy Spring Bank
Maryland
$717K +$52.6K +732 +8%