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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 %
PWMG
1101
Prestige Wealth Management Group
New Jersey
$33K -$5.92K -85 -15%
AWMS
1102
Advocacy Wealth Management Services
Georgia
$33K
POIA
1103
Pin Oak Investment Advisors
Texas
$33K
TI
1104
Truehand Inc
New Hampshire
$32K
PO
1105
Private Ocean
California
$31K -$8.6K -122 -22%
SWM
1106
Sugarloaf Wealth Management
Georgia
$31K
Kayne Anderson Rudnick Investment Management
1107
Kayne Anderson Rudnick Investment Management
California
$31K
FCA
1108
FinTrust Capital Advisors
South Carolina
$30K -$210K -2,962 -87%
DI
1109
Disciplined Investments
Oklahoma
$30K -$8.33K -120 -22%
DWMG
1110
DB Wealth Management Group
California
$30K +$30K +435 New
FFC
1111
First Financial Corp
Indiana
$29K -$19.5K -282 -40%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$29K +$7.78K +110 +37%
1IA
1113
1834 Investment Advisors
Wisconsin
$28K
GG
1114
Gleason Group
Kentucky
$28K +$353 +5 +1%
PCA
1115
Peddock Capital Advisors
Massachusetts
$28K +$28K +400 New
CWM
1116
Curi Wealth Management
North Carolina
$28K +$28K +408 New
MCM
1117
MV Capital Management
Maryland
$26K
KFAA
1118
Klaas Financial Asset Advisors
Illinois
$26K +$26K +370 New
MF
1119
Manchester Financial
California
$25K +$2.08K +30 +9%
TF
1120
Tompkins Financial
New York
$24K -$17.6K -252 -42%
TFIPS
1121
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.1K +$23.1K +330 New
JWA
1122
JFS Wealth Advisors
Pennsylvania
$23K -$2.14K -31 -9%
FCM
1123
Firestone Capital Management
Florida
$22K
EIP
1124
Ellis Investment Partners
Pennsylvania
$22K +$348 +5 +2%
FHC
1125
First Horizon Corporation
Tennessee
$22K +$677 +10 +3%