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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 %
PFGIA
1076
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$2.85K +41 +7%
HCP
1077
Hexagon Capital Partners
Arkansas
$44K +$16.1K +233 +58%
GLLW
1078
Graves Light Lenhart Wealth
Virginia
$44K +$44K +624 New
SFO
1079
Standard Family Office
South Dakota
$44K +$44K +630 New
IRAG
1080
Investment Research & Advisory Group
Georgia
$43K
CB
1081
CNB Bank
Pennsylvania
$42K
CAL
1082
Capital Advisors Ltd
Ohio
$42K +$71 +1 +0.2%
SSC
1083
Syverson Strege & Co
Iowa
$42K +$42K +604 New
BWM
1084
Birchcreek Wealth Management
Ohio
$41K +$41K +593 New
AIL
1085
AGF Investments LLC
Ontario, Canada
$40K -$188K -2,661 -82%
TF
1086
TimeScale Financial
Massachusetts
$40K +$495 +7 +1%
SIAG
1087
Safeguard Investment Advisory Group
California
$38K +$38K +544 New
ONST
1088
Old North State Trust
North Carolina
$37K -$32.9K -476 -47%
CWP
1089
Concord Wealth Partners
Virginia
$37K +$37K +530 New
ADIM
1090
Alpha DNA Investment Management
Maryland
$37K +$37K +534 New
OC
1091
Oakworth Capital
Alabama
$35K -$24.3K -354 -41%
EWM
1092
Endurance Wealth Management
Rhode Island
$35K -$350 -5 -1%
CCMW
1093
Cypress Capital Management (Wyoming)
Wyoming
$35K
PS
1094
Planned Solutions
California
$35K
BWM
1095
Baystate Wealth Management
Massachusetts
$35K +$418 +6 +1%
WP
1096
Waycross Partners
Kentucky
$35K +$35K +500 New
DOA
1097
D'Orazio & Associates
Virginia
$34K
RPWA
1098
Regent Peak Wealth Advisors
Georgia
$34K +$34K +480 New
AIC
1099
Archer Investment Corporation
Indiana
$33.5K +$10.5K +150 +46%
GWS
1100
Glassman Wealth Services
Virginia
$33K -$16.8K -241 -34%