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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 %
Fisher Asset Management
776
Fisher Asset Management
Washington
$449K -$138K -1,926 -24%
TBA
777
Tower Bridge Advisors
Pennsylvania
$446K -$92.4K -1,285 -17%
VDI
778
Vaughan David Investments
Illinois
$446K +$14.4K +200 +3%
MRCM
779
M&R Capital Management
New Jersey
$445K -$1.58K -22 -0.4%
WIC
780
Wilkins Investment Counsel
Massachusetts
$444K -$21.6K -300 -5%
PA
781
Procyon Advisors
Connecticut
$443K -$55.3K -769 -11%
SWM
782
Segment Wealth Management
Texas
$443K +$99.1K +1,380 +29%
CWM
783
Cornerstone Wealth Management
Missouri
$438K +$35.5K +494 +9%
SIC
784
Salem Investment Counselors
North Carolina
$435K -$439K -6,115 -50%
HCA
785
Heck Capital Advisors
Wisconsin
$433K
PBO
786
Peoples Bank (Ohio)
Ohio
$432K +$39.8K +553 +10%
FNBOSM
787
First National Bank of South Miami
Florida
$428K -$64.7K -901 -13%
TWI
788
Thomas White International
Illinois
$428K
CB
789
Cadence Bank
Mississippi
$427K +$35.9K +500 +9%
REMPR
790
Roof Eidam Maycock Peralta (REMP)
California
$425K
SFA
791
Sequoia Financial Advisors
Ohio
$425K +$66.5K +924 +19%
VF
792
Virtu Financial
New York
$425K +$425K +5,911 New
WC
793
Westhampton Capital
North Carolina
$421K
ZIC
794
ZWJ Investment Counsel
Georgia
$417K +$417K +5,804 New
SC
795
Saturna Capital
Washington
$407K
SCA
796
Snowden Capital Advisors
New York
$404K +$1.29K +18 +0.3%
BUB
797
BBVA USA Bancshares
Texas
$404K -$21.3K -296 -5%
BA
798
Bennicas & Associates
California
$404K
BWM
799
BerganKDV Wealth Management
Minnesota
$404K +$5.17K +72 +1%
SC
800
Savant Capital
Illinois
$403K -$32.1K -446 -7%