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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 %
WF
726
Welch & Forbes
Massachusetts
$534K -$192K -2,675 -26%
AMIM
727
Aull & Monroe Investment Management
Alabama
$532K -$48.5K -675 -8%
DFA
728
Delta Financial Advisors
Louisiana
$531K +$531K +7,385 New
WA1
729
Wimmer Associates 1
California
$529K -$485K -7,475 -48%
Lido Advisors
730
Lido Advisors
California
$529K +$167K +2,317 +46%
MCM
731
MAI Capital Management
Ohio
$524K -$27.2K -379 -5%
First Manhattan
732
First Manhattan
New York
$524K -$12.4K -173 -2%
HI
733
Horizon Investments
North Carolina
$524K +$524K +7,294 New
EAM
734
Erste Asset Management
Austria
$523K
HDIM
735
Hanson & Doremus Investment Management
Vermont
$522K -$82.5K -1,147 -14%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$520K -$994K -13,815 -66%
CT
737
Cambridge Trust
Massachusetts
$519K -$123K -1,994 -19%
BO
738
Bank OZK
Arkansas
$519K +$12.3K +171 +2%
PFSC
739
Peoples Financial Services Corp
Pennsylvania
$511K
IF
740
Intrua Financial
Texas
$511K +$511K +8,159 New
TFS
741
Thoroughbred Financial Services
Tennessee
$510K -$145K -2,013 -22%
IFWM
742
Institute for Wealth Management
Colorado
$510K -$31.3K -436 -6%
WAM
743
Weatherly Asset Management
California
$510K -$3.6K -50 -0.7%
NFGCM
744
Norman Fields Gottscho Capital Management
New York
$508K
MA
745
MCF Advisors
Kentucky
$507K +$14.2K +197 +3%
AWA
746
Alaska Wealth Advisors
Alaska
$505K -$15.2K -211 -3%
SW
747
SteelPeak Wealth
California
$504K -$647K -8,999 -56%
CI
748
Conning Inc
Connecticut
$501K -$7.92K -110 -2%
LW
749
Linscomb Wealth
Texas
$498K -$108K -1,501 -18%
1SB
750
1ST Source Bank
Indiana
$494K -$5.4K -75 -1%