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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 %
TWA
1151
TCI Wealth Advisors
Arizona
$300K -$67.8K -609 -18%
SFFS
1152
Stonehage Fleming Financial Services
Jersey
$300K
WA
1153
WealthTrust Axiom
Pennsylvania
$300K +$334 +3 +0.1%
RICHC
1154
Renaissance Investment Consultants Holding Company
Pennsylvania
$299K +$299K +2,712 New
NFG
1155
Nations Financial Group
Iowa
$297K -$2.12K -19 -0.7%
EM
1156
Excalibur Management
Massachusetts
$296K -$2.79K -25 -0.9%
CG
1157
CFO4Life Group
Texas
$294K -$27K -242 -8%
IWM
1158
IHT Wealth Management
Illinois
$293K -$28.5K -256 -9%
CPIG
1159
Chicago Partners Investment Group
Illinois
$293K -$3.53K -34 -1%
AFG
1160
Albion Financial Group
Utah
$292K
DAC
1161
Dividend Assets Capital
South Carolina
$292K +$1.89K +17 +0.7%
DSC
1162
Duncker Streett & Co
Missouri
$291K
PCG
1163
Private Capital Group
Connecticut
$288K -$276K -2,487 -49%
UF
1164
Univest Financial
Pennsylvania
$288K -$31.6K -366 -10%
TSW
1165
Thompson Siegel & Walmsley
Virginia
$288K
WAG
1166
Winthrop Advisory Group
Massachusetts
$287K +$1.89K +17 +0.7%
PA
1167
Probity Advisors
Texas
$286K -$18.9K -170 -6%
WP
1168
WealthSource Partners
California
$286K
RP
1169
Rowlandmiller & Partners
Georgia
$284K -$6.13K -55 -2%
NFP
1170
Narus Financial Partners
Utah
$284K -$7.24K -65 -2%
YWP
1171
YorkBridge Wealth Partners
New York
$284K -$2.45K -22 -0.9%
SNT
1172
Security National Trust
West Virginia
$284K
MFG
1173
Magnus Financial Group
New York
$284K +$19.5K +175 +7%
ACA
1174
Anchor Capital Advisors
Massachusetts
$283K
AIC
1175
Ameritas Investment Company
Nebraska
$282K +$18.4K +165 +7%