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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 %
TAM
1001
Townsend Asset Management
North Carolina
$442K +$442K +3,968 New
ATC
1002
Argent Trust Co
Tennessee
$441K -$9.02K -81 -2%
CPC
1003
Congress Park Capital
New York
$439K
WSTAM
1004
Wilbanks Smith & Thomas Asset Management
Virginia
$439K +$7.8K +70 +2%
SP
1005
Successful Portfolios
Florida
$438K -$19.9K -179 -4%
AG
1006
Algert Global
California
$438K +$438K +3,932 New
BUB
1007
BBVA USA Bancshares
Texas
$437K +$129K +1,161 +42%
CP
1008
Covenant Partners
Tennessee
$430K +$196K +1,762 +84%
GP
1009
Girard Partners
Pennsylvania
$429K +$26.1K +234 +6%
TIA
1010
Tiemann Investment Advisors
California
$426K -$12.5K -112 -3%
PFO
1011
Pathstone Family Office
New Jersey
$426K +$12.2K +11 +3%
EWF
1012
Epstein & White Financial
California
$426K +$426K +3,815 New
IC
1013
IEQ Capital
California
$426K +$426K +3,833 New
TCOV
1014
Trust Company of Vermont
Vermont
$423K +$16.5K +148 +4%
FCA
1015
FinTrust Capital Advisors
South Carolina
$420K +$353K +3,171 +529%
CAAS
1016
Capital Asset Advisory Services
Michigan
$420K +$420K +4,654 New
Cerity Partners
1017
Cerity Partners
New York
$414K -$34.5K -309 -8%
WJWM
1018
Williams Jones Wealth Management
New York
$413K -$66.8K -600 -14%
BWP
1019
Bernardo Wealth Planning
Pennsylvania
$412K -$556 -5 -0.1%
GIM
1020
Greylin Investment Management
Virginia
$411K -$148K -1,325 -26%
OFS
1021
Orrstown Financial Services
Pennsylvania
$411K +$411K +3,919 New
SBIA
1022
Sheaff Brock Investment Advisors
Indiana
$410K -$54K -484 -12%
ZCM
1023
Zebra Capital Management
Connecticut
$410K +$182K +1,633 +80%
CA
1024
Centerpoint Advisors
Massachusetts
$409K -$21.3K -191 -5%
TWM
1025
Tolleson Wealth Management
Texas
$409K +$27.4K +246 +7%