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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 %
GA
1201
GoalVest Advisory
New York
$4K +$4K +64 New
LB
1202
Legacy Bridge
Iowa
$3K -$491K -6,542 -99%
APWA
1203
Atlas Private Wealth Advisors
New Jersey
$3K
ANBT
1204
American National Bank & Trust
Texas
$3K
DAM
1205
Delta Asset Management
Tennessee
$3K
BEI
1206
Benjamin Edwards Inc
Missouri
$3K
TJHA
1207
Thomas J. Herzfeld Advisors
Florida
$3K
FA
1208
Financial Advantage
Maryland
$3K
CMA
1209
Cedar Mountain Advisors
Oregon
$3K
FFG
1210
Fortem Financial Group
California
$3K +$3K +36 New
HCM
1211
Horrell Capital Management
Arkansas
$2K
ACM
1212
AUA Capital Management
Pennsylvania
$2K
SC
1213
Sawyer & Company
Massachusetts
$2K
SWP
1214
ShoreHaven Wealth Partners
New Jersey
$2K +$2K +23 New
TLFA
1215
True Link Financial Advisors
California
$2K +$2K +26 New
NSB
1216
Norway Savings Bank
Maine
$2K +$2K +27 New
HR
1217
Howe & Rusling
New York
$2K +$2K +28 New
CBTWT
1218
Community Bank & Trust (Waco, Texas)
Texas
$1.02K +$62 +887 +6%
SSWG
1219
Seven Springs Wealth Group
Tennessee
$1K +$1K +13 New
BWL
1220
Bogart Wealth LLC
Virginia
$1K +$933 +14 +1,400%
NCM
1221
New Capital Management
Texas
$1K +$1K +18 New
JMF
1222
Johnson Midwest Financial
Iowa
$1K +$1K +19 New
WIM
1223
Westside Investment Management
California
$104
TI
1224
tru Independence
Oregon
$33 +$19 +268 +134%
CVA
1225
Ceredex Value Advisors
Florida
-$50.6M -976,500 Closed