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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 %
MYAM
751
Meiji Yasuda Asset Management
Japan
$491K +$491K +6,824 New
ATC
752
Adirondack Trust Company
New York
$489K -$32.8K -529 -6%
LB
753
Legacy Bridge
Iowa
$487K -$13.3K -185 -3%
AFIA
754
America First Investment Advisors
Nebraska
$486K
CS
755
Comerica Securities
Michigan
$481K -$588K -8,173 -55%
GWCM
756
Godshalk Welsh Capital Management
Pennsylvania
$480K +$3.6K +50 +0.8%
GIA
757
GHP Investment Advisors
Colorado
$476K -$13.7K -190 -3%
Lazard Asset Management
758
Lazard Asset Management
New York
$473K -$1.92M -26,770 -80%
BSW
759
Buckingham Strategic Wealth
Missouri
$473K -$65.5K -912 -12%
FAIM
760
Financial Advocates Investment Management
Washington
$472K +$32.2K +448 +7%
USGIU
761
U.S. Global Investors (USGI)
Texas
$467K
MIM
762
Miller Investment Management
Pennsylvania
$467K
NL
763
NVWM LLC
Pennsylvania
$467K +$453K +6,304 +3,152%
EFS
764
Essex Financial Services
Connecticut
$464K +$21K +292 +5%
AWM
765
Altium Wealth Management
New York
$462K -$58.9K -819 -11%
CFA
766
Carroll Financial Associates
North Carolina
$462K -$35.8K -499 -7%
SM
767
Sciencast Management
New Jersey
$460K +$460K +7,510 New
GT
768
Glenview Trust
Kentucky
$459K -$14.9K -207 -3%
ACG
769
Allen Capital Group
Nebraska
$454K -$42.1K -586 -8%
IFAM
770
Institutional & Family Asset Management
Colorado
$452K -$14.4K -200 -3%
CCM
771
Covington Capital Management
California
$452K +$4.67K +65 +1%
BOPW
772
Brandywine Oak Private Wealth
Pennsylvania
$452K +$49.8K +693 +12%
CG
773
Caprock Group
Idaho
$451K -$216 -3 -0%
OPS
774
Orion Portfolio Solutions
Nebraska
$451K +$219K +3,051 +95%
RBFC
775
Roman Butler Fullerton & Co
Missouri
$450K -$36.2K -504 -7%