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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 %
ARMC
976
American Research & Management Company
Massachusetts
$472K
BAM
977
Belpointe Asset Management
Nevada
$471K -$593K -5,330 -56%
CONA
978
Capital One National Association
New York
$471K +$471K +4,227 New
MIC
979
Means Investment Company
Maine
$470K -$6.81K -66 -1%
PP
980
PDS Planning
Ohio
$469K +$153K +1,374 +48%
CCA
981
Checchi Capital Advisers
California
$468K +$15.7K +141 +3%
FA
982
FMA Advisory
Pennsylvania
$467K +$22.3K +200 +5%
PCMC
983
Paragon Capital Management (Colorado)
Colorado
$464K -$9.36K -84 -2%
YAL
984
Your Advocates Ltd
Texas
$464K +$464K +4,165 New
SG
985
Somerset Group
Minnesota
$463K -$101K -905 -18%
TAM
986
Trillium Asset Management
Massachusetts
$462K +$127K +1,137 +38%
OPS
987
Orion Portfolio Solutions
Nebraska
$457K +$457K +4,104 New
CAM
988
Cresset Asset Management
Illinois
$456K +$79.4K +712 +21%
LCM
989
Leisure Capital Management
California
$455K -$106K -956 -19%
LC
990
LCNB Corp
Ohio
$454K -$34.8K -312 -7%
TVAMP
991
Tennessee Valley Asset Management Partners
Tennessee
$454K -$20.8K -187 -4%
GC
992
Guardian Capital
Ontario, Canada
$451K
RA
993
Rational Advisors
New York
$451K +$409K +3,676 +983%
MCA
994
Mercer Capital Advisers
New Jersey
$449K
CIM
995
Corbyn Investment Management
Maryland
$447K
ACA
996
Ackerman Capital Advisors
Texas
$446K -$112K -1,000 -20%
MA
997
Montag & Associates
Georgia
$446K -$44.6K -400 -9%
FNBOH
998
First National Bank of Hutchinson
Kansas
$445K +$223 +2 +0.1%
IAMOG
999
Investors Asset Management of Georgia
Georgia
$442K -$11.2K -100 -2%
PL
1000
Perpetual Ltd
Australia
$442K