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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 %
PCAP
1051
Pratt Collard Advisory Partners
New York
$386K -$11.1K -100 -3%
AWM
1052
Aries Wealth Management
Maine
$386K +$47.9K +445 +14%
BHBT
1053
Burke & Herbert Bank & Trust
Virginia
$385K
GC
1054
Gilbert & Cook
Iowa
$385K +$34.4K +309 +10%
MFW
1055
Mosaic Family Wealth
Missouri
$384K
VFA
1056
Valeo Financial Advisors
Indiana
$382K -$59.5K -534 -13%
VRM
1057
Vectors Research Management
New York
$382K +$29.3K +263 +8%
OCG
1058
Opus Capital Group
Ohio
$381K -$1.67K -15 -0.4%
NICM
1059
Neo Ivy Capital Management
New York
$381K +$381K +3,419 New
PG
1060
Patten Group
Tennessee
$380K -$557 -5 -0.1%
LKIM
1061
Lawson Kroeker Investment Management
Nebraska
$380K
BAM
1062
Barrett Asset Management
New York
$378K
LPIC
1063
LeJeune Puetz Investment Counsel
Michigan
$375K -$15.3K -137 -4%
TA
1064
TFG Advisers
Michigan
$375K -$8.23K -74 -2%
BFS
1065
Bradley Foster & Sargent
Connecticut
$373K -$14.7K -132 -4%
DI
1066
DAGCO Inc
Ohio
$373K -$5.24K -47 -1%
SRC
1067
Shufro Rose & Co
New York
$372K
LWM
1068
Loveless Wealth Management
Montana
$371K +$371K +3,421 New
AIM
1069
Allen Investment Management
New York
$370K -$13.9K -125 -4%
EGA
1070
E&G Advisors
Texas
$370K +$24.5K +220 +7%
BB
1071
Bell Bank
North Dakota
$369K
TCM
1072
Tributary Capital Management
Nebraska
$368K -$11.2K -100 -3%
OPTFSNA
1073
Old Point Trust & Financial Services N A
Virginia
$368K +$16.7K +150 +5%
CT
1074
Chicago Trust
Illinois
$367K -$12.6K -113 -3%
SAM
1075
Summit Asset Management
Tennessee
$367K