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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 %
BW
1126
Bison Wealth
Georgia
$320K -$2.68K -24 -0.8%
APG
1127
Abacus Planning Group
South Carolina
$318K -$20.8K -187 -6%
VCM
1128
Virtue Capital Management
Tennessee
$316K -$930K -8,347 -75%
PB
1129
Pinnacle Bancorp
Nebraska
$316K -$107K -958 -25%
TC
1130
Trust Company
Kansas
$316K
FTC
1131
Farmers Trust Company
Ohio
$313K -$37.1K -333 -11%
PGA
1132
Portland Global Advisors
Maine
$313K
SFSIG
1133
San Francisco Sentry Investment Group
California
$311K -$229K -2,048 -42%
IA
1134
IFG Advisory
Georgia
$311K -$23.4K -210 -7%
WOC
1135
West Oak Capital
California
$311K
FHA
1136
Flagship Harbor Advisors
Massachusetts
$310K -$25K -224 -7%
LWM
1137
Liberty Wealth Management
California
$310K -$2.01K -18 -0.6%
BMCM
1138
Bryn Mawr Capital Management
Pennsylvania
$309K -$4.23K -38 -1%
NQWM
1139
Northwest Quadrant Wealth Management
Oregon
$309K -$1.44K -13 -0.5%
WANY
1140
Wealthspire Advisors (New York)
New York
$309K +$5.45K +49 +2%
MG
1141
Mather Group
Illinois
$309K +$309K +2,778 New
BST
1142
Bath Savings Trust
Maine
$307K -$32.5K -292 -10%
AA
1143
Apriem Advisors
California
$307K
EH
1144
Equitable Holdings
New York
$307K +$307K +2,754 New
TNB
1145
Thomasville National Bank
Georgia
$305K -$85K -764 -22%
LWCFA
1146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$177K +1,588 +139%
WIS
1147
Wright Investors Service
Connecticut
$303K -$3K -27 -1%
PC
1148
Port Capital
Illinois
$303K +$27.6K +248 +10%
WPW
1149
Waldron Private Wealth
Pennsylvania
$302K +$17K +153 +6%
BFC
1150
Blue Fin Capital
Rhode Island
$301K -$8.34K -75 -3%