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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 %
HI
1026
Hudock Inc
Pennsylvania
$84K +$14.3K +207 +21%
JWM
1027
Janiczek Wealth Management
Colorado
$83K +$26.5K +377 +47%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$80K -$10.9K -155 -12%
MPWT
1029
MassMutual Private Wealth & Trust
Connecticut
$75K +$2.02K +29 +3%
HWA
1030
Heritage Wealth Advisors
Virginia
$75K +$49.6K +705 +195%
TCM
1031
TD Capital Management
Tennessee
$74K
SFFS
1032
Stonehage Fleming Financial Services
Jersey
$72K
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$71K -$27.3K -391 -28%
PCH
1034
PGIM Custom Harvest
New Jersey
$70K +$70K +923 New
FPCG
1035
Fort Pitt Capital Group
Pennsylvania
$70K +$70K +1,000 New
GFPC
1036
Global Financial Private Client
Florida
$69K +$839 +12 +1%
GAM
1037
Gemmer Asset Management
California
$67K -$278 -4 -0.4%
NFSG
1038
Newbridge Financial Services Group
Florida
$67K +$280 +4 +0.4%
Acadian Asset Management
1039
Acadian Asset Management
Massachusetts
$66K -$587K -8,351 -90%
TIAM2
1040
Tru Independence Asset Management 2
Oregon
$66K +$66K +937 New
ME
1041
McIlrath & Eck
Washington
$64K -$3.35K -48 -5%
CYG
1042
Clean Yield Group
Vermont
$63K
JFA
1043
JNBA Financial Advisors
Minnesota
$63K
AW
1044
Avion Wealth
Texas
$63K +$19.9K +285 +46%
VNA
1045
Valley National Advisers
Pennsylvania
$62K -$2.53K -36 -4%
FHA
1046
First Horizon Advisors
Tennessee
$61K -$8.1K -117 -12%
BFC
1047
Bedel Financial Consulting
Indiana
$59K -$7.02K -100 -11%
BCA
1048
Berman Capital Advisors
Georgia
$59K -$6.8K -99 -10%
FCFS
1049
First Command Financial Services
Texas
$58K -$2.79K -40 -5%
FCB
1050
First Command Bank
Texas
$58K -$2.79K -40 -5%