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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 %
ECM
926
Evergreen Capital Management
Washington
$230K -$55.3K -791 -19%
IWM
927
IHT Wealth Management
Illinois
$230K +$230K +3,295 New
SCA
928
Snowden Capital Advisors
New York
$229K +$229K +3,268 New
FCCM
929
First City Capital Management
Georgia
$228K -$77K -997 -25%
DTC
930
Davidson Trust Company
Washington
$226K +$226K +3,236 New
HIIFS
931
Harel Insurance Investments & Financial Services
Israel
$225K
WEC
932
Winslow Evans & Crocker
Massachusetts
$224K -$7.63K -109 -3%
AF
933
Allworth Financial
California
$224K -$4.62K -66 -2%
PK
934
Pflug Koory
Nebraska
$224K +$8.12K +116 +4%
WIA
935
World Investment Advisors
California
$224K +$224K +2,898 New
E
936
Ergoteles
New York
$224K +$224K +3,200 New
BAM
937
Barrett Asset Management
New York
$222K +$2.1K +30 +1%
FNBSF
938
First National Bank Sioux Falls
South Dakota
$222K +$222K +3,175 New
CAG
939
Csenge Advisory Group
Florida
$221K -$339K -4,843 -61%
MAM
940
Meeder Asset Management
Ohio
$221K +$61.4K +878 +38%
BTWM
941
Baker Tilly Wealth Management
Wisconsin
$221K +$221K +3,165 New
OPTFSNA
942
Old Point Trust & Financial Services N A
Virginia
$220K +$220K +3,150 New
BMC
943
Beaton Management Company
Massachusetts
$219K +$219K +3,131 New
BCM
944
Brookstone Capital Management
Illinois
$219K +$219K +3,132 New
OCG
945
Opus Capital Group
Ohio
$218K +$218K +3,119 New
WPP
946
Whalerock Point Partners
Rhode Island
$218K +$218K +3,119 New
JWCA
947
J.W. Cole Advisors
Florida
$216K -$3.07M -43,939 -93%
MA
948
Montag & Associates
Georgia
$216K +$216K +3,093 New
KCM
949
Kanawha Capital Management
Virginia
$216K +$216K +3,094 New
CAM
950
Cresset Asset Management
Illinois
$213K -$58.1K -830 -21%