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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 %
APW
976
Acima Private Wealth
Virginia
$182K
VCG
977
Vantage Consulting Group
Virginia
$182K +$182K +2,606 New
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K
LC
979
Lindbrook Capital
California
$181K +$560 +8 +0.3%
DAC
980
Dividend Assets Capital
South Carolina
$179K +$179K +2,553 New
LPIC
981
LeJeune Puetz Investment Counsel
Michigan
$177K -$9.98K -143 -5%
QCG
982
Quadrant Capital Group
Ohio
$173K -$4.83K -69 -3%
LWM
983
Liberty Wealth Management
California
$169K -$6.66K -99 -4%
BCA
984
Bray Capital Advisors
Florida
$163K +$1.68K +24 +1%
CAM
985
Close Asset Management
United Kingdom
$162K
OIA
986
Optimum Investment Advisors
Illinois
$155K
BA
987
Bellwether Advisors
Nebraska
$148K +$148K +2,122 New
TFO
988
Tarbox Family Office
California
$145K +$6.78K +97 +5%
FWM
989
Focused Wealth Management
New York
$143K +$5.4K +77 +4%
PB
990
Pinnacle Bancorp
Nebraska
$140K
FPS
991
Fieldpoint Private Securities
Connecticut
$139K +$139K +1,987 New
SWA
992
Sutton Wealth Advisors
Florida
$137K -$4.2K -60 -3%
FMP
993
Financial Management Professionals
Texas
$137K -$1.05K -15 -0.8%
KFI
994
Key Financial Inc
Pennsylvania
$135K +$135K +1,935 New
LWANC
995
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K -$10.5K -150 -7%
DSC
996
Duncker Streett & Co
Missouri
$131K
CWA
997
Clearview Wealth Advisors
Oregon
$131K +$131K +1,867 New
EFSCE
998
Enterprise Financial Services Corp (EFSC)
Missouri
$129K -$4.81K -69 -4%
ZB
999
Zions Bancorporation
Utah
$125K +$4.84K +69 +4%
Jones Financial Companies
1000
Jones Financial Companies
Missouri
$124K +$124K +1,777 New