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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 %
WA1
651
Wimmer Associates 1
California
$555K -$23.2K -332 -4%
PWPS
652
Pinnacle Wealth Planning Services
Ohio
$551K -$4.4K -63 -0.8%
CC
653
Centiva Capital
New York
$551K +$41.2K +589 +8%
SWM
654
SVA Wealth Management
Wisconsin
$549K -$111K -1,585 -17%
EH
655
Employers Holdings
Nevada
$546K
CCFCSB
656
Cape Cod Five Cents Savings Bank
Massachusetts
$541K
KJHP
657
K.J. Harrison & Partners
Ontario, Canada
$539K +$539K +7,700 New
LBD
658
Landsberg Bennett & Dubbaneh
Florida
$536K +$536K +7,658 New
HAIM
659
Hunter Associates Investment Management
Pennsylvania
$533K -$36K -515 -6%
RG
660
Rikoon Group
New Mexico
$532K -$95.2K -1,362 -15%
PAM
661
Palisade Asset Management
Minnesota
$532K -$67.9K -970 -11%
CCMD
662
Cypress Capital Management (Delaware)
Delaware
$531K -$35K -500 -6%
SSB
663
Sandy Spring Bank
Maryland
$529K -$171K -2,442 -24%
GI
664
Gradient Investments
Minnesota
$527K -$2.43K -47 -0.5%
BWM
665
Buckley Wealth Management
Nevada
$526K -$79.3K -1,134 -13%
AMIM
666
Aull & Monroe Investment Management
Alabama
$524K +$6.99K +100 +1%
KS
667
Karpas Strategies
Connecticut
$522K -$18.7K -267 -3%
FFWA
668
FRG Family Wealth Advisors
Washington
$520K -$192K -2,740 -27%
BO
669
Bank OZK
Arkansas
$520K +$32.9K +471 +7%
WF
670
Welch & Forbes
Massachusetts
$518K
GT
671
Glenview Trust
Kentucky
$514K +$68.3K +978 +15%
CA
672
Clearstead Advisors
Ohio
$511K -$30.8K -440 -6%
CCA
673
Childress Capital Advisors
Texas
$507K +$507K +7,255 New
RP
674
Rowlandmiller & Partners
Georgia
$507K +$328K +4,689 +183%
BWM
675
BerganKDV Wealth Management
Minnesota
$506K +$9.79K +140 +2%