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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 %
RCA
826
Rowland Carmichael Advisors
Arizona
$357K
NIT
827
NumerixS Investment Technologies
British Columbia, Canada
$357K +$357K +4,968 New
WP
828
WealthSource Partners
California
$356K -$1.29K -18 -0.4%
RGC
829
Roberts, Glore & Co
Illinois
$354K -$69.5K -967 -16%
WA
830
WBH Advisory
Maryland
$354K -$3.52K -49 -1%
Acadian Asset Management
831
Acadian Asset Management
Massachusetts
$353K
BEC
832
Blue Edge Capital
Virginia
$350K +$288 +4 +0.1%
JHCP
833
Jackson Hole Capital Partners
Oklahoma
$349K +$11.9K +166 +4%
DWM
834
Dakota Wealth Management
Florida
$348K +$25K +348 +8%
WEC
835
Winslow Evans & Crocker
Massachusetts
$345K -$13.3K -185 -4%
BPC
836
Banque Pictet & Cie
Switzerland
$344K
WT
837
Whittier Trust
California
$343K -$257K -3,582 -43%
FDCDDQ
838
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342K -$132K -1,842 -28%
RPC
839
Rossmore Private Capital
Connecticut
$341K -$11.4K -159 -3%
CRC
840
Curi RMB Capital
Illinois
$339K -$109K -1,516 -24%
FSWA
841
Financial Synergies Wealth Advisors
Texas
$339K -$15.1K -210 -4%
APG
842
Abacus Planning Group
South Carolina
$338K +$338K +4,702 New
IAA
843
Independent Advisor Alliance
North Carolina
$336K -$7.98K -111 -2%
PP
844
PDS Planning
Ohio
$336K +$30.5K +425 +10%
WA
845
WP Advisors
California
$333K +$333K +4,638 New
PNC
846
Park National Corp
Ohio
$332K -$10.1K -140 -3%
APW
847
Austin Private Wealth
Texas
$332K -$4.32K -60 -1%
HAG
848
HighPoint Advisor Group
Illinois
$332K -$2.07K -30 -0.6%
SAM
849
SignalPoint Asset Management
Missouri
$332K +$19.1K +265 +6%
YAL
850
Your Advocates Ltd
Texas
$330K +$60K +941 +22%