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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 %
SAM
951
Strategy Asset Managers
California
$255K +$255K +3,547 New
BMC
952
Beaton Management Company
Massachusetts
$254K +$254K +3,531 New
BB
953
Busey Bank
Illinois
$254K +$254K +3,531 New
TAM
954
Townsend Asset Management
North Carolina
$253K +$253K +3,519 New
AIM
955
Allen Investment Management
New York
$252K +$252K +3,498 New
SBSB
956
Sullivan, Bruyette, Speros & Blaney
Virginia
$251K +$59.5K +827 +31%
ECM
957
Estabrook Capital Management
New York
$250K +$4.24K +59 +2%
HIA
958
Harbor Investment Advisory
Maryland
$250K +$1.22K +17 +0.5%
SFI
959
SPC Financial Inc
Maryland
$248K -$96.5K -1,345 -28%
VFA
960
Valeo Financial Advisors
Indiana
$248K +$1.58K +22 +0.6%
MFW
961
Mosaic Family Wealth
Missouri
$248K +$248K +3,450 New
WCM
962
Whitener Capital Management
North Carolina
$248K +$248K +3,458 New
TA
963
TFG Advisers
Michigan
$247K +$247K +3,436 New
SS
964
Sunbelt Securities
Texas
$246K -$10.8M -149,887 -98%
ARMT
965
Amica Retiree Medical Trust
Rhode Island
$246K -$334K -4,636 -58%
TWM
966
Tolleson Wealth Management
Texas
$246K +$246K +3,425 New
JC
967
Jacobs & Co
California
$244K +$244K +3,404 New
RCAG
968
Rehmann Capital Advisory Group
Michigan
$242K +$242K +3,370 New
LKIM
969
Lawson Kroeker Investment Management
Nebraska
$242K +$242K +3,360 New
SAM
970
Summit Asset Management
Tennessee
$242K +$242K +3,367 New
HC
971
HNP Capital
New York
$242K +$242K +3,531 New
BHBT
972
Burke & Herbert Bank & Trust
Virginia
$240K +$240K +3,340 New
MA
973
Montag & Associates
Georgia
$240K +$240K +3,341 New
SW
974
SkyOak Wealth
Michigan
$239K +$239K +3,318 New
IIM
975
Ipswich Investment Management
Massachusetts
$236K +$236K +3,280 New