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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 %
PP
751
Patron Partners
Texas
$399K +$399K +5,711 New
YAL
752
Your Advocates Ltd
Texas
$397K +$27.1K +388 +7%
PA
753
Procyon Advisors
Connecticut
$392K -$10.8K -155 -3%
IWA
754
Intercontinental Wealth Advisors
Texas
$391K +$76K +1,087 +24%
BA
755
Bennicas & Associates
California
$385K -$3.5K -50 -0.9%
GT
756
Greenleaf Trust
Michigan
$385K +$27.3K +391 +8%
OF
757
Outfitter Financial
Maine
$385K +$385K +5,500 New
CBT
758
CoreFirst Bank & Trust
Kansas
$384K +$384K +5,489 New
TNA
759
True North Advisors
Texas
$382K +$382K +5,472 New
BOPW
760
Brandywine Oak Private Wealth
Pennsylvania
$381K -$6.85K -98 -2%
CGL
761
Clarius Group LLC
Washington
$379K -$31.9K -456 -8%
TCOT
762
Trust Company of Toledo
Ohio
$373K
BFM
763
Boothbay Fund Management
New York
$373K +$373K +5,336 New
CI
764
CX Institutional
Indiana
$371K -$1.55M -22,196 -81%
NFGCM
765
Norman Fields Gottscho Capital Management
New York
$370K -$121K -1,725 -25%
NFG
766
Next Financial Group
Texas
$369K -$4.56K -65 -1%
CAAS
767
Capital Asset Advisory Services
Michigan
$369K +$90.1K +1,287 +32%
LW
768
Linscomb Wealth
Texas
$368K
LC
769
Lincoln Capital
Nebraska
$368K
CB
770
Cadence Bank
Mississippi
$366K -$14K -200 -4%
LJAC
771
L.J. Altfest & Co
New York
$366K +$366K +5,227 New
DWM
772
Dorchester Wealth Management
Quebec, Canada
$366K +$366K +5,235 New
CWM
773
Cornerstone Wealth Management
Missouri
$363K -$41.5K -592 -10%
CFGS
774
Concourse Financial Group Securities
Alabama
$362K -$3.29K -47 -0.9%
WTC
775
WhitTier Trust Company
Nevada
$362K