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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 %
NFG
676
Next Financial Group
Texas
$632K -$230K -3,201 -27%
WA
677
WealthTrust Axiom
Pennsylvania
$631K -$27.3K -380 -4%
WAM
678
Wealthspire Advisors (Maryland)
Maryland
$630K -$53.2K -740 -8%
DAS
679
Dynamic Advisor Solutions
Arizona
$629K +$155K +2,160 +33%
Wealthfront Advisers
680
Wealthfront Advisers
California
$629K +$629K +8,750 New
JCM
681
Jacobi Capital Management
Pennsylvania
$628K -$5.14K -72 -0.8%
HAIM
682
Hunter Associates Investment Management
Pennsylvania
$628K +$10.8K +150 +2%
BS
683
Boenning & Scattergood
Pennsylvania
$628K +$126K +1,756 +25%
OSAM
684
O'Shaughnessy Asset Management
Connecticut
$625K -$12.6M -175,442 -95%
OCM
685
Orleans Capital Management
Louisiana
$624K -$586K -8,155 -48%
BHB
686
Bank Hapoalim BM
Israel
$624K +$193K +2,690 +45%
DAM
687
Doheny Asset Management
California
$622K -$506K -7,037 -45%
NSIM
688
North Star Investment Management
Illinois
$622K -$19.2K -267 -3%
HFG
689
Heron Financial Group
New York
$622K -$5.56K -91 -0.9%
ECG
690
Edge Capital Group
Georgia
$622K +$9.34K +130 +2%
PAM
691
Palisade Asset Management
Minnesota
$616K -$25.1K -350 -4%
MNBTD
692
Moody National Bank Trust Division
Texas
$616K +$616K +8,569 New
Fuller & Thaler Asset Management
693
Fuller & Thaler Asset Management
California
$611K
MGIA
694
Matthew Goff Investment Advisor
Texas
$602K +$1.37K +19 +0.2%
CA
695
Clearstead Advisors
Ohio
$600K -$5.76K -80 -1%
GC
696
Guardian Capital
Ontario, Canada
$600K +$273K +3,800 +84%
TCM
697
Teza Capital Management
Illinois
$599K +$599K +8,325 New
EP
698
Eudaimonia Partners
Tennessee
$597K +$25.2K +350 +4%
ANI
699
American National Insurance
Texas
$597K +$597K +8,300 New
RG
700
Retirement Group
California
$597K +$597K +8,302 New