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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 %
MWM
1176
Modera Wealth Management
New Jersey
$281K +$33.5K +300 +14%
CA
1177
CapWealth Advisors
Tennessee
$280K -$21.9K -197 -7%
NCM
1178
Next Capital Management
New York
$279K
GC
1179
Grimes & Company
Massachusetts
$279K +$891 +8 +0.3%
BRWM
1180
B. Riley Wealth Management
Tennessee
$278K -$15.1K -136 -5%
CWP
1181
Capital Wealth Planning
Florida
$278K -$11.1K -100 -4%
DAM
1182
Delta Asset Management
Tennessee
$278K -$7.68K -69 -3%
CW
1183
CreativeOne Wealth
Kansas
$278K +$11.7K +105 +4%
LA
1184
Legacy Advisors
Pennsylvania
$277K +$20.1K +180 +8%
HFAS
1185
Hummer Financial Advisory Services
Illinois
$277K +$277K +2,490 New
SRC
1186
Sage Rhino Capital
California
$275K +$45.6K +435 +20%
LPT
1187
Legacy Private Trust
Wisconsin
$274K
MIP
1188
Marietta Investment Partners
Wisconsin
$274K
WA
1189
WP Advisors
California
$274K +$2.12K +19 +0.8%
CFFP
1190
Center for Financial Planning
Michigan
$274K +$274K +2,459 New
PCS
1191
Personal CFO Solutions
New Jersey
$273K -$549K -4,936 -67%
AW
1192
ACG Wealth
Georgia
$273K -$19.1K -171 -7%
CAM
1193
Covenant Asset Management
New Jersey
$273K
CAM
1194
Close Asset Management
United Kingdom
$271K -$111 -1 -0%
PPP
1195
Private Portfolio Partners
New Jersey
$271K +$21.4K +192 +9%
MPWT
1196
MassMutual Private Wealth & Trust
Connecticut
$269K -$16.8K -151 -6%
DTC
1197
Davidson Trust Company
Washington
$268K +$268K +2,412 New
MFG
1198
MidWestOne Financial Group
Iowa
$267K +$28.9K +260 +12%
FHA
1199
First Horizon Advisors
Tennessee
$265K
MBT
1200
Montecito Bank & Trust
California
$265K