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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 %
JC
926
Jacobs & Co
California
$547K +$139K +1,250 +34%
SAM
927
SignalPoint Asset Management
Missouri
$545K +$30.1K +270 +6%
AIM
928
Anchor Investment Management
South Carolina
$543K -$2.79K -25 -0.5%
MMG
929
Monetary Management Group
Missouri
$543K
II
930
Inspire Investing
Idaho
$540K -$62.8K -563 -10%
WTB
931
Washington Trust Bank
Washington
$540K
CA
932
Calton & Associates
Florida
$540K +$208K +1,865 +63%
DT
933
Diversified Trust
Tennessee
$539K +$539K +4,835 New
GLA
934
Good Life Advisors
Pennsylvania
$537K -$38.5K -346 -7%
WSCM
935
Wellington Shields Capital Management
New York
$535K +$1.45K +13 +0.3%
C
936
Cerebellum
California
$535K +$484K +4,343 +955%
RA
937
RFG Advisory
Alabama
$535K +$535K +4,806 New
BPC
938
Banque Pictet & Cie
Switzerland
$534K +$114K +1,020 +27%
CFG
939
Capstone Financial Group
Oklahoma
$534K +$534K +4,794 New
JIC
940
Joel Isaacson & Co
New York
$532K +$1K +9 +0.2%
SFI
941
SPC Financial Inc
Maryland
$531K -$25.6K -230 -5%
QP
942
Quilter Plc
United Kingdom
$529K +$529K +4,752 New
CC
943
ClearArc Capital
Ohio
$528K -$225K -2,022 -30%
FMTC
944
Farmers & Merchants Trust Company
California
$525K +$2.78K +25 +0.5%
JHCP
945
Jackson Hole Capital Partners
Oklahoma
$523K
JCM
946
Jacobi Capital Management
Pennsylvania
$521K +$13.1K +127 +3%
RGC
947
Roberts, Glore & Co
Illinois
$520K +$145K +1,306 +39%
LOAME
948
Lombard Odier Asset Management (Europe)
United Kingdom
$519K
FNFDCM
949
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K
KA
950
Kovack Advisors
Florida
$516K -$32.2K -289 -6%