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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 %
FMWA
876
Forvis Mazars Wealth Advisors
Missouri
$304K +$3.88K +54 +1%
DWM
877
Dorchester Wealth Management
Quebec, Canada
$304K +$304K +4,235 New
CCA
878
Checchi Capital Advisers
California
$303K -$7.19K -100 -2%
CCM
879
Compton Capital Management
Rhode Island
$302K -$62.9K -875 -17%
GCM
880
Gables Capital Management
Florida
$302K -$18K -250 -6%
Dodge & Cox
881
Dodge & Cox
California
$302K
WI
882
Wedgewood Investors
Pennsylvania
$302K
CGL
883
Clarius Group LLC
Washington
$301K -$116K -1,619 -28%
OFS
884
Orrstown Financial Services
Pennsylvania
$300K +$288 +4 +0.1%
EGM
885
Engineers Gate Manager
New York
$299K -$320K -4,450 -52%
WA
886
Wambolt & Associates
Colorado
$299K +$933 +13 +0.3%
YMRC
887
Yorktown Management & Research Company
Virginia
$298K -$154K -2,150 -34%
SP
888
Successful Portfolios
Florida
$298K
HA
889
HYA Advisors
Missouri
$297K +$2.01K +28 +0.7%
Cetera Investment Advisers
890
Cetera Investment Advisers
Illinois
$296K -$62.4K -869 -17%
KA
891
Kovack Advisors
Florida
$294K -$63.9K -889 -18%
EM
892
Excalibur Management
Massachusetts
$294K -$25.5K -355 -8%
CM
893
Columbus Macro
Pennsylvania
$294K -$22.3K -310 -7%
IHL
894
Investment House LLC
California
$294K +$294K +4,093 New
PG
895
Patten Group
Tennessee
$294K +$294K +4,095 New
CIA
896
Capital Investment Advisors
Georgia
$292K +$9.28K +129 +3%
BAM
897
Belpointe Asset Management
Nevada
$292K +$112K +1,554 +62%
AC
898
Avestar Capital
New York
$292K +$292K +4,064 New
DWT
899
Dorsey & Whitney Trust
South Dakota
$291K -$116K -1,620 -29%
MCA
900
Mercer Capital Advisers
New Jersey
$290K