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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 %
JWCA
701
J.W. Coons Advisors
Ohio
$596K
WA
702
Wealth Alliance
New York
$594K +$212K +2,942 +55%
BSA
703
Bull Street Advisors
Georgia
$593K +$14.4K +200 +2%
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$588K +$118K +1,636 +25%
MHI
705
Miller Howard Investments
New York
$585K -$358K -4,971 -38%
QSS
706
Quantitative Systematic Strategies
Florida
$584K +$584K +8,117 New
BOS
707
Bank of Stockton
California
$583K -$141K -1,967 -20%
CC
708
Centiva Capital
New York
$578K -$1.36M -18,965 -70%
PPW
709
Parcion Private Wealth
Washington
$578K +$68K +999 +13%
TA
710
Tiedemann Advisors
New York
$577K -$58.1K -806 -9%
WI
711
WBI Investments
New Jersey
$576K +$576K +8,008 New
EDRH
712
Edmond de Rothschild Holding
Switzerland
$571K +$272K +3,781 +91%
Luther King Capital Management (LKCM)
713
Luther King Capital Management (LKCM)
Texas
$568K -$7.4K -103 -1%
SCA
714
Salient Capital Advisors
Texas
$567K
HVIA
715
Hudson Valley Investment Advisors
New York
$563K -$2.95K -41 -0.5%
EH
716
Employers Holdings
Nevada
$562K -$201K -2,790 -26%
KS
717
Karpas Strategies
Connecticut
$556K
AIL
718
AGF Investments LLC
Ontario, Canada
$552K +$261K +3,623 +89%
TC
719
Trilogy Capital
California
$549K +$549K +8,811 New
ESB
720
Essex Savings Bank
Connecticut
$540K +$53.1K +738 +11%
EF
721
Exeter Financial
Arizona
$539K -$83.7K -1,165 -13%
RE
722
RBC Europe
United Kingdom
$538K +$39.1K +544 +8%
AW
723
Alpha Windward
Massachusetts
$537K -$43.1K -600 -7%
RIM
724
Regent Investment Management
Kentucky
$537K +$58.4K +812 +12%
COF
725
Capital One Financial
Virginia
$536K +$10.7K +149 +2%