PSX icon

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 %
VBCG
776
Valley Brook Capital Group
Pennsylvania
$360K +$360K +5,160 New
BUB
777
BBVA USA Bancshares
Texas
$359K -$35.7K -511 -9%
BHB
778
Bank Hapoalim BM
Israel
$358K -$87.6K -1,254 -20%
SLWA
779
San Luis Wealth Advisors
California
$358K +$358K +5,121 New
PP
780
Paloma Partners
Connecticut
$357K -$4.95M -70,703 -93%
SWM
781
SeaCrest Wealth Management
New York
$357K -$7.98K -114 -2%
LAM
782
Lingohr Asset Management
Germany
$357K
FSWA
783
Financial Synergies Wealth Advisors
Texas
$357K +$350 +5 +0.1%
VCWA
784
Vanguard Capital Wealth Advisors
Colorado
$355K +$355K +5,042 New
TW
785
Transform Wealth
Colorado
$354K +$354K +5,064 New
HB
786
Homrich & Berg
Georgia
$353K +$353K +5,042 New
UFG
787
United Fire Group
Iowa
$352K
AWA
788
Arete Wealth Advisors
Illinois
$351K -$58.4K -837 -14%
FMTC
789
Farmers & Merchants Trust Company
California
$351K +$1.47K +21 +0.4%
CTFG
790
Capstone Triton Financial Group
Oklahoma
$351K +$351K +5,021 New
IPW
791
Inlet Private Wealth
Florida
$350K +$350K +5,000 New
MYIA
792
Mount Yale Investment Advisors
Colorado
$348K -$225K -3,224 -39%
AWA
793
Arkadios Wealth Advisors
Georgia
$345K +$8.38K +120 +2%
OPS
794
Orion Portfolio Solutions
Nebraska
$344K -$36.1K -516 -9%
DILIC
795
Dai-ichi Life Insurance Company
Japan
$343K -$3.53M -50,465 -91%
CIC
796
Crawford Investment Counsel
Georgia
$342K -$61.5K -880 -15%
AF
797
Aldebaran Financial
$342K -$33.2K -475 -9%
FNBT
798
FineMark National Bank & Trust
Florida
$342K
BEC
799
Blue Edge Capital
Virginia
$341K +$350 +5 +0.1%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$340K -$2.54M -36,399 -88%