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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 %
RIM
1151
Rockbridge Investment Management
New York
$14K +$3.81K +53 +37%
KPCM
1152
Kings Point Capital Management
New York
$13K -$2.16K -30 -14%
HCM
1153
Highlander Capital Management
New Jersey
$13K
WWM
1154
Wolff Wiese Magana
California
$13K +$13K +184 New
LIM
1155
Lagoda Investment Management
New York
$12K
BAM
1156
Bellevue Asset Management
Washington
$12K
SFPG
1157
Stonebridge Financial Planning Group
Florida
$12K
LFG
1158
Larson Financial Group
Missouri
$12K +$2.62K +38 +28%
FPW
1159
Flagship Private Wealth
Massachusetts
$11.3K +$11.3K +158 New
AP
1160
Atwood & Palmer
Missouri
$11K
GWMIA
1161
Global Wealth Management Investment Advisory
Florida
$11K
PFA
1162
Professional Financial Advisors
Nebraska
$11K
HWM
1163
HighMark Wealth Management
Minnesota
$11K +$72 +1 +0.7%
AWM
1164
Accel Wealth Management
Iowa
$11K +$11K +156 New
MCM
1165
Manchester Capital Management
Vermont
$11K +$11K +156 New
ICP
1166
Interchange Capital Partners
Pennsylvania
$11K +$11K +161 New
AIG
1167
American International Group
New York
$10.8K -$414 -5,914 -4%
AssetMark Inc
1168
AssetMark Inc
California
$10K -$224K -3,040 -96%
RBC
1169
Roble Belko & Company
Pennsylvania
$10K
CTB
1170
Country Trust Bank
Illinois
$10K
TIM
1171
Tortoise Investment Management
New York
$10K
PGAM
1172
Princeton Global Asset Management
New Jersey
$10K +$6.5K +93 +186%
ST
1173
Sageworth Trust
Pennsylvania
$9K -$29.1K -417 -76%
SIS
1174
Sound Income Strategies
Florida
$9K -$10K -150 -53%
TPWA
1175
TRUE Private Wealth Advisors
Oregon
$9K -$3.93K -59 -30%