PSX icon

Phillips 66

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Shares
Change %
ISWM
876
Independent Solutions Wealth Management
New York
$632K +$632K +5,677 New
FFA
877
First Foundation Advisors
California
$631K -$90.4K -811 -13%
HB
878
Homrich & Berg
Georgia
$631K +$22.1K +198 +4%
SC
879
Saturna Capital
Washington
$630K
BOPW
880
Brandywine Oak Private Wealth
Pennsylvania
$626K -$15.8K -142 -2%
PT
881
Plimoth Trust
Massachusetts
$625K
GC
882
Grace Capital
Massachusetts
$624K -$66.9K -600 -10%
VFA
883
Voya Financial Advisors
Connecticut
$624K -$15.8K -143 -2%
TCOT
884
Trust Company of Toledo
Ohio
$618K
CT
885
Columbia Trust
Oregon
$616K +$616K +5,537 New
PGWM
886
Parisi Gray Wealth Management
New Jersey
$612K +$16.2K +145 +3%
OFG
887
OmniStar Financial Group
North Carolina
$612K +$612K +5,491 New
VWA
888
Visionary Wealth Advisors
Illinois
$612K +$612K +5,496 New
HAG
889
HighPoint Advisor Group
Illinois
$610K +$102K +1,003 +20%
GTAM
890
Global Trust Asset Management
Florida
$609K -$6.79K -61 -1%
CB
891
Cadence Bank
Mississippi
$606K +$100K +900 +20%
P
892
Pitcairn
Pennsylvania
$605K -$87.5K -785 -13%
CCIA
893
Campbell & Co Investment Adviser
Maryland
$605K +$214K +1,919 +55%
HAM
894
Highstreet Asset Management
Ontario, Canada
$602K +$282K +2,534 +88%
BWM
895
BerganKDV Wealth Management
Minnesota
$601K +$6.91K +62 +1%
CWM
896
Cornerstone Wealth Management
Missouri
$592K -$41.1K -369 -6%
ATC
897
Adirondack Trust Company
New York
$590K +$141K +1,544 +31%
CST
898
Charles Schwab Trust
Nevada
$587K
PBO
899
Peoples Bank (Ohio)
Ohio
$587K +$16.5K +148 +3%
MFG
900
Menard Financial Group
Texas
$587K +$587K +5,267 New