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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 %
IAIM
1026
International Assets Investment Management
Florida
$205K +$205K +2,849 New
AFP
1027
Ausdal Financial Partners
Iowa
$205K +$205K +2,849 New
VAS
1028
Vestmark Advisory Solutions
Massachusetts
$204K +$204K +2,831 New
DWM
1029
Doyle Wealth Management
Florida
$204K +$204K +2,836 New
FC
1030
Forte Capital
New York
$203K +$203K +2,819 New
HCM
1031
Howland Capital Management
Massachusetts
$203K +$203K +2,822 New
BIC
1032
Beach Investment Counsel
Pennsylvania
$202K -$1.06M -14,707 -84%
TSW
1033
Thompson Siegel & Walmsley
Virginia
$202K +$16K +222 +9%
CC
1034
Cadinha & Co
Hawaii
$202K +$202K +2,815 New
MSAM
1035
Moloney Securities Asset Management
Missouri
$201K +$201K +2,792 New
SCM
1036
Schnieders Capital Management
California
$200K +$200K +2,783 New
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K
Group One Trading
1038
Group One Trading
Illinois
$196K +$3.53K +49 +2%
MHR
1039
Matthew Hamilton Rosenberg
$196K +$55.9K +779 +40%
TCOV
1040
Trust Company of Vermont
Vermont
$194K -$10.3K -143 -5%
LPIC
1041
LeJeune Puetz Investment Counsel
Michigan
$193K
FMLI
1042
Fukoku Mutual Life Insurance
Japan
$191K
APW
1043
Acima Private Wealth
Virginia
$188K -$74.1K -1,030 -28%
NICM
1044
Neo Ivy Capital Management
New York
$187K -$44.6K -621 -19%
LC
1045
Lindbrook Capital
California
$187K -$1.44K -20 -0.8%
LWM
1046
Liberty Wealth Management
California
$187K +$7.56K +105 +4%
SNT
1047
Security National Trust
West Virginia
$184K -$2.38K -33 -1%
TC
1048
Trust Company
Kansas
$181K
S
1049
SignatureFD
Georgia
$180K -$111K -1,547 -38%
AssetMark Inc
1050
AssetMark Inc
California
$180K -$93.3K -1,300 -34%