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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 %
AWA
951
Arete Wealth Advisors
Illinois
$512K -$59K -530 -10%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$510K +$12.8K +115 +3%
WI
953
Wedgewood Investors
Pennsylvania
$507K -$5.57K -50 -1%
PVWM
954
Point View Wealth Management
New Jersey
$506K -$24.9K -224 -5%
ONB
955
Old National Bancorp
Indiana
$502K -$91K -817 -15%
ZIC
956
ZWJ Investment Counsel
Georgia
$502K +$502K +4,510 New
CA
957
Clearstead Advisors
Ohio
$500K
CCM
958
Compton Capital Management
Rhode Island
$499K -$11.2K -100 -2%
WA
959
Wambolt & Associates
Colorado
$498K -$10.9K -98 -2%
GCM
960
Gables Capital Management
Florida
$495K +$48.4K +435 +11%
ATPW
961
Ashton Thomas Private Wealth
Arizona
$494K -$334 -3 -0.1%
APW
962
Austin Private Wealth
Texas
$492K +$492K +4,420 New
LCM
963
LVM Capital Management
Michigan
$490K -$25.3K -227 -5%
BIM
964
Bridges Investment Management
Nebraska
$487K -$11.1K -100 -2%
REMPR
965
Roof Eidam Maycock Peralta (REMP)
California
$486K
BEC
966
Blue Edge Capital
Virginia
$486K +$188 +2 +0%
ST
967
Spinnaker Trust
Maine
$485K
SC
968
SRB Corp
Massachusetts
$484K -$28K -251 -5%
AIM
969
Achmea Investment Management
Netherlands
$481K
AWCI
970
Alpine Woods Capital Investors
New York
$481K +$481K +4,315 New
JGUA
971
John G. Ullman & Associates
New York
$480K -$30.6K -275 -6%
DIM
972
Delta Investment Management
California
$478K +$243K +2,184 +104%
LMAM
973
Legg Mason Asset Management
Japan
$474K -$62.5K -557 -12%
SWM
974
SeaCrest Wealth Management
New York
$474K +$27.3K +245 +6%
GG
975
Gofen & Glossberg
Illinois
$473K +$3.01K +27 +0.6%