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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 %
COCM
1126
Charter Oak Capital Management
New Hampshire
$22K +$22K +309 New
FBT
1127
First Bank & Trust
South Dakota
$21K
FWM
1128
FSA Wealth Management
Massachusetts
$21K +$21K +297 New
LF
1129
Lee Financial
Texas
$20K
CIA
1130
CSat Investment Advisory
Michigan
$19K -$58.2K -851 -75%
SA
1131
SRH Advisors
Kansas
$19K -$8.67K -125 -31%
MAM
1132
McCarthy Asset Management
California
$19K +$19K +269 New
SLF
1133
Sun Life Financial
Ontario, Canada
$18K -$208 -3 -1%
KTC
1134
Kistler-Tiffany Companies
Pennsylvania
$18K
PP
1135
PrairieView Partners
Minnesota
$18K
CT
1136
Clearstead Trust
Maine
$17K
FFW
1137
Fusion Family Wealth
New York
$17K
TFGT
1138
TS Financial Group (TSFG)
Illinois
$16K
RTC
1139
Riverview Trust Company
Washington
$16K
MIM
1140
Meridiem Investment Management
United Kingdom
$16K +$16K +222 New
AWG
1141
Altus Wealth Group
Colorado
$16K +$16K +233 New
HFM
1142
Harvest Fund Management
China
$16K +$16K +241 New
TFM
1143
TFC Financial Management
Massachusetts
$15K
HGWM
1144
Harvest Group Wealth Management
Massachusetts
$15K
EARNEST Partners
1145
EARNEST Partners
Georgia
$15K
WB
1146
Webster Bank
Connecticut
$15K
LS
1147
Leelyn Smith
Illinois
$15K +$3.66K +52 +32%
BSSFA
1148
Baron Silver Stevens Financial Advisors
Florida
$15K +$15K +223 New
Skandinaviska Enskilda Banken (SEB)
1149
Skandinaviska Enskilda Banken (SEB)
Sweden
$14K
GRP
1150
Global Retirement Partners
California
$14K +$3.1K +44 +28%