PSX icon

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 %
SNT
1001
Security National Trust
West Virginia
$122K -$5.74K -82 -4%
CF
1002
Centaurus Financial
California
$122K +$122K +1,748 New
APC
1003
Aspire Private Capital
North Carolina
$117K +$7.01K +100 +6%
VC
1004
Vestor Capital
Illinois
$113K
CHA
1005
Carmichael Hill & Associates
Maryland
$112K +$1.9K +27 +2%
TC
1006
Trust Company
Kansas
$107K -$85.4K -1,222 -44%
PCG
1007
Private Capital Group
Connecticut
$106K -$42.7K -613 -29%
FRA
1008
Front Row Advisors
California
$105K
PWM
1009
Perigon Wealth Management
California
$105K +$105K +1,500 New
EWM
1010
Edge Wealth Management
New York
$105K +$105K +1,500 New
HWA
1011
HHM Wealth Advisors
Tennessee
$104K
ST
1012
Smithfield Trust
Pennsylvania
$103K -$6.93K -99 -6%
TWA
1013
TCI Wealth Advisors
Arizona
$99K -$8.85K -126 -8%
ADL
1014
Asset Dedication LLC
California
$97K +$2.09K +30 +2%
DWP
1015
Destiny Wealth Partners
Florida
$97K +$97K +1,382 New
RWB
1016
RMR Wealth Builders
New Jersey
$97K +$97K +1,390 New
TFS
1017
TrustCore Financial Services
Tennessee
$96K
SN
1018
Sittner & Nelson
Oregon
$92K +$92K +1,310 New
FFA
1019
Freedman Financial Associates
Massachusetts
$90K +$90K +1,286 New
SIAP
1020
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$89K
ETI
1021
Enterprise Trust & Investment
California
$88K
ED
1022
Exane Derivatives
France
$87.7K +$87.7K +1,254 New
Bank Julius Baer & Co
1023
Bank Julius Baer & Co
Switzerland
$87K +$39.7K +567 +84%
FPB
1024
First PREMIER Bank
South Dakota
$86K +$9.87K +140 +13%
LTI
1025
Laffer Tengler Investments
Tennessee
$84.9K +$84.9K +1,202 New