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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 %
APWM
1051
Atlas Private Wealth Management
New York
$179K +$72 +1 +0%
CAM
1052
Columbia Asset Management
Michigan
$177K +$177K +2,462 New
TWA
1053
TCI Wealth Advisors
Arizona
$167K -$2.3K -32 -1%
CAM
1054
Close Asset Management
United Kingdom
$166K
BCA
1055
Bray Capital Advisors
Florida
$164K +$1.22K +17 +0.7%
Cohen & Steers
1056
Cohen & Steers
New York
$163K -$7.01M -97,644 -98%
WOC
1057
West Oak Capital
California
$163K -$37.9K -527 -19%
CMBA
1058
C.M. Bidwell & Associates
Hawaii
$162K +$162K +2,250 New
KBFS
1059
Kohmann Bosshard Financial Services
Ohio
$161K
AWM
1060
Avior Wealth Management
Nebraska
$160K -$246K -3,435 -61%
PB
1061
Pinnacle Bancorp
Nebraska
$159K -$24K -335 -13%
OIA
1062
Optimum Investment Advisors
Illinois
$159K
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K
ZB
1064
Zions Bancorporation
Utah
$150K -$13.6K -190 -8%
DSC
1065
Duncker Streett & Co
Missouri
$142K -$14.4K -200 -9%
TFO
1066
Tarbox Family Office
California
$142K -$7.1K -99 -5%
FMP
1067
Financial Management Professionals
Texas
$142K +$13.2K +184 +10%
FCA
1068
FinTrust Capital Advisors
South Carolina
$142K +$70.1K +974 +98%
SWA
1069
Sutton Wealth Advisors
Florida
$141K -$10.9K -152 -7%
CFG
1070
Citizens Financial Group
Rhode Island
$141K -$524K -7,324 -79%
EFSCE
1071
Enterprise Financial Services Corp (EFSC)
Missouri
$141K -$7.79K -108 -5%
FWM
1072
Focused Wealth Management
New York
$141K +$72 +1 +0.1%
FHA
1073
First Horizon Advisors
Tennessee
$138K -$998 -14 -0.7%
CF
1074
Centaurus Financial
California
$136K -$2.15K -30 -2%
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$135K +$11.1K +154 +9%