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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 %
YIA
651
YHB Investment Advisors
Connecticut
$715K +$275K +3,825 +63%
SWM
652
SVA Wealth Management
Wisconsin
$710K -$79.9K -1,112 -10%
AF
653
Advisornet Financial
Minnesota
$702K -$129K -1,794 -16%
ACM
654
Alethea Capital Management
Washington
$700K -$345K -4,800 -33%
IA
655
IFP Advisors
Florida
$691K +$120K +1,745 +21%
GIA
656
Guyasuta Investment Advisors
Pennsylvania
$689K +$134K +1,860 +24%
BCCM
657
Bridge Creek Capital Management
Massachusetts
$688K -$6.47K -90 -0.9%
AWE
658
Avidian Wealth Enterprises
Texas
$680K +$331K +4,598 +95%
AAM
659
Azzad Asset Management
Virginia
$678K +$201K +2,790 +42%
B
660
Bailard
California
$677K +$677K +9,415 New
GPA
661
Garrison Point Advisors
California
$676K -$30.3K -422 -4%
CA
662
Cetera Advisors
Colorado
$675K +$35.3K +491 +6%
SMC
663
Smith, Moore & Co
Missouri
$664K -$63.9K -889 -9%
HS
664
Haafor (Singapore)
Singapore
$664K +$664K +9,240 New
WHG
665
Westwood Holdings Group
Texas
$661K +$108K +1,500 +20%
FIA
666
Foundations Investment Advisors
Arizona
$661K +$661K +9,658 New
CM
667
CoreCommodity Management
Connecticut
$659K
TIA
668
Trust Investment Advisors
Indiana
$657K -$10.8K -150 -2%
APF
669
Alaska Permanent Fund
Alaska
$655K
VAM
670
Verity Asset Management
North Carolina
$649K +$125K +1,738 +24%
CWS
671
Cypress Wealth Services
California
$648K +$6.11K +85 +1%
AIM
672
Acropolis Investment Management
Missouri
$646K +$62.5K +870 +11%
PAS
673
Park Avenue Securities
New York
$643K +$643K +8,937 New
CCFCSB
674
Cape Cod Five Cents Savings Bank
Massachusetts
$639K -$16.7K -233 -3%
WAOTB
675
Wealth Advisors of Tampa Bay
Florida
$633K -$4.32K -60 -0.7%