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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 %
ISWM
801
Independent Solutions Wealth Management
New York
$399K -$48.6K -676 -11%
SC
802
Searle & Co
Connecticut
$398K
AWA
803
Arete Wealth Advisors
Illinois
$393K -$19K -265 -5%
GTAM
804
Global Trust Asset Management
Florida
$393K
SF
805
Symphony Financial
Texas
$392K +$52.3K +728 +15%
GC
806
Grace Capital
Massachusetts
$388K +$28.7K +400 +8%
WTC
807
WhitTier Trust Company
Nevada
$386K -$360 -5 -0.1%
TCOT
808
Trust Company of Toledo
Ohio
$385K -$7.4K -103 -2%
FRM
809
Fox Run Management
Connecticut
$384K +$384K +5,341 New
MMG
810
Monetary Management Group
Missouri
$383K +$89.9K +1,250 +31%
LC
811
Lincoln Capital
Nebraska
$381K -$3.74M -51,960 -91%
MAFM
812
Mid Atlantic Financial Management
Pennsylvania
$377K -$123K -1,716 -25%
CFGS
813
Concourse Financial Group Securities
Alabama
$376K +$60.2K +837 +19%
CST
814
Charles Schwab Trust
Nevada
$375K +$8.27K +115 +2%
MIA
815
MainStreet Investment Advisors
Illinois
$375K +$375K +5,215 New
PFS
816
Prospera Financial Services
Texas
$374K -$351K -4,876 -48%
SWM
817
SeaCrest Wealth Management
New York
$372K -$2.81K -39 -0.7%
PGWM
818
Parisi Gray Wealth Management
New Jersey
$371K +$14.8K +223 +4%
FNBT
819
FineMark National Bank & Trust
Florida
$370K -$269K -3,748 -42%
BBHC
820
Brown Brothers Harriman & Co
New York
$368K +$2.73K +38 +0.7%
UFG
821
United Fire Group
Iowa
$362K
FMTC
822
Farmers & Merchants Trust Company
California
$362K +$7.55K +105 +2%
CIC
823
Crawford Investment Counsel
Georgia
$362K +$10.1K +141 +3%
P
824
Pitcairn
Pennsylvania
$360K -$18.2K -253 -5%
SKK
825
Shepherd Kaplan Krochuk
Massachusetts
$360K +$360K +5,000 New