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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 %
VCWA
1101
Vanguard Capital Wealth Advisors
Colorado
$339K +$111 +1 +0%
CC
1102
Cadinha & Co
Hawaii
$339K +$14.5K +130 +4%
PL
1103
Plancorp LLC
Missouri
$338K -$668 -6 -0.2%
HWA
1104
HCR Wealth Advisors
California
$337K +$13.9K +125 +4%
SBSB
1105
Sullivan, Bruyette, Speros & Blaney
Virginia
$334K +$35.9K +322 +12%
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$332K +$36.5K +328 +12%
IUHSA
1107
Itau Unibanco Holding S.A.
Brazil
$332K +$332K +2,978 New
ARMT
1108
Amica Retiree Medical Trust
Rhode Island
$330K -$58.8K -528 -15%
AWE
1109
Avidian Wealth Enterprises
Texas
$330K +$70.4K +633 +27%
CEP
1110
Chicago Equity Partners
Illinois
$329K +$2.78K +25 +0.9%
RCA
1111
Resonant Capital Advisors
Wisconsin
$329K +$329K +2,954 New
BBA
1112
BLB&B Advisors
Pennsylvania
$328K -$14.9K -134 -4%
EDRIA
1113
Edmonds Duncan Registered Investment Advisors
Kansas
$327K
DJSG
1114
D.J. St. Germain
Massachusetts
$327K +$72.4K +650 +28%
CAM
1115
CenterStar Asset Management
Illinois
$326K
SL
1116
Stevard LLC
Illinois
$326K +$326K +2,930 New
PMG
1117
ProVise Management Group
Florida
$324K -$35.2K -316 -10%
DWA
1118
Douglass Winthrop Advisors
New York
$324K -$27.9K -251 -8%
LSAG
1119
Lake Street Advisors Group
New Hampshire
$324K +$33.8K +304 +12%
VC
1120
Veracity Capital
Georgia
$324K +$324K +2,911 New
AWA
1121
Alaska Wealth Advisors
Alaska
$323K +$323K +2,897 New
SSG
1122
Summit Securities Group
New York
$323K +$323K +2,900 New
ACM
1123
Argent Capital Management
Missouri
$321K -$55.6K -500 -15%
KIA
1124
KCM Investment Advisors
California
$321K
WIA
1125
Westbourne Investment Advisors
Maryland
$320K -$100K -903 -24%