PSX icon

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 %
LAM
1001
Lingohr Asset Management
Germany
$223K +$223K +3,600 New
AF
1002
Allworth Financial
California
$222K +$130K +1,817 +142%
BWP
1003
Bernardo Wealth Planning
Pennsylvania
$222K +$222K +3,091 New
KCM
1004
Kanawha Capital Management
Virginia
$222K +$222K +3,094 New
GLA
1005
Good Life Advisors
Pennsylvania
$221K -$91.4K -1,266 -29%
PCG
1006
Private Capital Group
Connecticut
$220K +$4.25K +59 +2%
CW
1007
CreativeOne Wealth
Kansas
$220K +$220K +3,053 New
TCM
1008
Tributary Capital Management
Nebraska
$219K +$219K +3,050 New
WTB
1009
Washington Trust Bank
Washington
$217K -$76.4K -1,059 -26%
FWP
1010
FAS Wealth Partners
Kansas
$217K +$217K +3,013 New
SIP
1011
Stoneridge Investment Partners
Pennsylvania
$217K +$217K +3,023 New
PK
1012
Pflug Koory
Nebraska
$216K -$35.9K -500 -14%
HWA
1013
HCR Wealth Advisors
California
$215K +$215K +3,033 New
BA
1014
Ballew Advisors
Mississippi
$215K +$215K +3,320 New
DWA
1015
Douglass Winthrop Advisors
New York
$214K +$214K +2,975 New
WA
1016
Wheatland Advisors
Pennsylvania
$213K +$213K +2,965 New
BHTS
1017
Bar Harbor Trust Services
Maine
$213K +$213K +2,965 New
FFBTD
1018
First Financial Bank - Trust Division
Ohio
$211K +$211K +2,926 New
SL
1019
Stevard LLC
Illinois
$211K +$211K +2,930 New
IWM
1020
IHT Wealth Management
Illinois
$209K +$209K +2,911 New
LCM
1021
Leisure Capital Management
California
$206K -$77.2K -1,075 -27%
BAM
1022
Berkshire Asset Management
Pennsylvania
$206K -$66.5K -927 -24%
SBL
1023
Sargent Bickham Lagudis
Colorado
$206K -$10.7K -149 -5%
XSC
1024
X-Square Capital
Puerto Rico
$206K +$206K +2,869 New
EF
1025
Empirical Finance
Pennsylvania
$205K +$205K +2,845 New