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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 %
LWM
901
Loveless Wealth Management
Montana
$252K +$252K +3,610 New
ST
902
Spinnaker Trust
Maine
$251K +$251K +3,603 New
KA
903
Kovack Advisors
Florida
$249K +$249K +3,562 New
SC
904
Searle & Co
Connecticut
$248K -$140K -2,000 -36%
HA
905
Harbor Advisors
Florida
$248K +$248K +3,541 New
SBIA
906
Sheaff Brock Investment Advisors
Indiana
$248K +$248K +3,546 New
WG
907
Winton Group
United Kingdom
$247K -$2.16M -30,881 -90%
SFA
908
Sequoia Financial Advisors
Ohio
$247K +$247K +3,534 New
ECM
909
Estabrook Capital Management
New York
$245K +$350 +5 +0.1%
APWM
910
Atlas Private Wealth Management
New York
$245K +$14.7K +211 +6%
SAM
911
Strategy Asset Managers
California
$245K +$245K +3,510 New
IA
912
IFG Advisory
Georgia
$244K -$136K -1,944 -36%
LHC
913
Little House Capital
Massachusetts
$244K -$76.4K -1,095 -24%
VRM
914
Vectors Research Management
New York
$243K -$3.49K -50 -1%
BHBT
915
Burke & Herbert Bank & Trust
Virginia
$242K +$242K +3,462 New
RVPG
916
Relative Value Partners Group
$242K +$242K +3,463 New
YMRC
917
Yorktown Management & Research Company
Virginia
$241K -$178K -2,550 -43%
CRC
918
Curi RMB Capital
Illinois
$238K -$34.6K -495 -13%
GW
919
GW & Wade
Massachusetts
$238K +$238K +3,398 New
WPA
920
West Paces Advisors
Georgia
$237K +$5.25K +75 +2%
TYCC
921
Texas Yale Capital Corp
Florida
$236K +$236K +3,381 New
AIM
922
Allen Investment Management
New York
$234K +$234K +3,342 New
CCT
923
Chemung Canal Trust
New York
$233K -$363K -5,183 -61%
FMB
924
Field & Main Bank
Kentucky
$233K +$107K +1,525 +84%
GAM
925
Gotham Asset Management
New York
$232K -$2.14M -30,642 -90%