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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 %
MA
1201
MANA Advisors
New York
$265K +$265K +2,380 New
CFA
1202
CWS Financial Advisors
Michigan
$265K +$265K +2,380 New
MWP
1203
Moller Wealth Partners
$264K
SWA
1204
Sutton Wealth Advisors
Florida
$261K
GW
1205
GW & Wade
Massachusetts
$261K -$2.79K -25 -1%
PFA
1206
Paradigm Financial Advisors
Missouri
$261K
WIA
1207
Wealthstreet Investment Advisors
Texas
$261K
APWM
1208
Atlas Private Wealth Management
New York
$261K +$261K +2,341 New
FCCM
1209
First City Capital Management
Georgia
$260K
LIM
1210
Loudon Investment Management
New Hampshire
$259K
HIP
1211
Harrell Investment Partners
Texas
$259K +$259K +2,328 New
FNC
1212
First National Corp
Massachusetts
$257K
AFP
1213
Ausdal Financial Partners
Iowa
$257K
RIA
1214
Realta Investment Advisors
Delaware
$256K -$51.5K -450 -17%
WDA
1215
Wendell David Associates
New Hampshire
$256K
LCM
1216
Liberty Capital Management
Michigan
$256K
CC
1217
Cognios Capital
Kansas
$255K
CBOR
1218
Community Bank of Raymore
Missouri
$254K +$6.69K +60 +3%
PCIA
1219
Prime Capital Investment Advisors
Kansas
$253K +$15.1K +135 +6%
BCA
1220
Bray Capital Advisors
Florida
$251K +$1.34K +12 +0.5%
GDP
1221
Great Diamond Partners
Maine
$250K +$250K +2,247 New
KBFS
1222
Kohmann Bosshard Financial Services
Ohio
$249K
CA
1223
Claro Advisors
Massachusetts
$249K +$16.7K +150 +7%
IP
1224
Investment Partners
Ohio
$248K +$1.67K +15 +0.7%
OIA
1225
Optimum Investment Advisors
Illinois
$247K