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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 %
WCG
1126
Weaver Consulting Group
California
$58K
FANJ
1127
Financial Architects (New Jersey)
New Jersey
$55K +$14.7K +202 +36%
NIM
1128
NuWave Investment Management
New Jersey
$54K -$268K -3,748 -83%
LFASL
1129
Lugano Financial Advisors SA (LFA)
Switzerland
$54K
CAC
1130
Certified Advisory Corp
Florida
$54K +$144 +2 +0.3%
OC
1131
Oakworth Capital
Alabama
$54K +$7.23K +100 +15%
RA
1132
Rational Advisors
New York
$54K +$54K +754 New
LWA
1133
Lenox Wealth Advisors
New York
$52K +$8.45K +118 +19%
IAS
1134
IMA Advisory Services
Colorado
$51K
CAL
1135
Capital Advisors Ltd
Ohio
$51K +$72 +1 +0.1%
ACA
1136
Atlas Capital Advisors
Wyoming
$49.8K -$3.96K -55 -7%
TFA
1137
Toth Financial Advisory
Virginia
$49K -$1.72K -24 -3%
BC
1138
Barnett & Company
Tennessee
$49K
EW
1139
Evoke Wealth
California
$47K -$15.2K -211 -24%
CCMW
1140
Cypress Capital Management (Wyoming)
Wyoming
$47K
PMFA
1141
Plante Moran Financial Advisors
Michigan
$46K +$29K +400 +171%
MLFP
1142
MPS Loria Financial Planners
Illinois
$46K +$46K +633 New
ANBT
1143
American National Bank & Trust
Texas
$45K
1W
1144
1776 Wealth
Georgia
$44K -$44K -624 -50%
IRAG
1145
Investment Research & Advisory Group
Georgia
$44K
FWM
1146
Filbrandt Wealth Management
Wisconsin
$44K +$13.1K +182 +42%
CB
1147
CNB Bank
Pennsylvania
$43K
TF
1148
Tompkins Financial
New York
$43K +$18.3K +256 +74%
PFGIA
1149
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$11.6K +163 +38%
FCFS
1150
First Command Financial Services
Texas
$41K -$29K -400 -41%