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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 %
WA
826
WBH Advisory
Maryland
$309K -$59.4K -789 -16%
PP
827
PDS Planning
Ohio
$309K -$17.2K -247 -5%
FAIM
828
Financial Advocates Investment Management
Washington
$308K -$67.6K -968 -18%
WIA
829
Westbourne Investment Advisors
Maryland
$308K
RA
830
RFG Advisory
Alabama
$308K +$308K +4,354 New
VFA
831
Voya Financial Advisors
Connecticut
$308K +$308K +4,360 New
SWM
832
Segment Wealth Management
Texas
$307K -$44.9K -643 -13%
EF
833
Empirical Finance
Pennsylvania
$307K +$307K +4,391 New
PI
834
PEAK6 Investments
Illinois
$305K -$1.03M -14,741 -77%
FMWA
835
Forvis Mazars Wealth Advisors
Missouri
$305K +$305K +4,360 New
PFP
836
Pinnacle Financial Partners
Tennessee
$302K -$62.9K -961 -17%
GIA
837
GHP Investment Advisors
Colorado
$302K -$56.4K -805 -16%
SAM
838
S.A. Mason
Michigan
$300K -$8.74K -125 -3%
SP
839
Successful Portfolios
Florida
$300K -$3.63K -52 -1%
AT
840
Arden Trust
Delaware
$298K -$20.6K -295 -6%
DWT
841
Dorsey & Whitney Trust
South Dakota
$297K -$109K -1,565 -27%
ARMC
842
American Research & Management Company
Massachusetts
$296K
CCA
843
Checchi Capital Advisers
California
$296K +$12.9K +185 +5%
EM
844
Excalibur Management
Massachusetts
$295K -$7.82K -112 -3%
LCM
845
LVM Capital Management
Michigan
$295K -$7.05K -101 -2%
JGUA
846
John G. Ullman & Associates
New York
$294K -$69.8K -1,000 -19%
MAFM
847
Mid Atlantic Financial Management
Pennsylvania
$294K -$1.75K -25 -0.6%
MHR
848
Matthew Hamilton Rosenberg
$294K +$155K +2,218 +112%
FCH
849
Freestone Capital Holdings
Washington
$292K +$4.97K +71 +2%
SC
850
Scotia Capital
Ontario, Canada
$291K +$19.9K +284 +7%