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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 %
MWA
1226
Meridian Wealth Advisors
Texas
$247K
PFBT
1227
Parkside Financial Bank & Trust
Missouri
$246K +$6.13K +55 +3%
IWA
1228
Intercontinental Wealth Advisors
Texas
$245K -$129K -1,393 -35%
MIA
1229
MainStreet Investment Advisors
Illinois
$243K -$1.78K -16 -0.7%
ACA
1230
Aptus Capital Advisors
Alabama
$243K
VWM
1231
Vigilare Wealth Management
Arizona
$243K +$243K +2,735 New
DDC
1232
DF Dent & Co
Maryland
$242K
EFSCE
1233
Enterprise Financial Services Corp (EFSC)
Missouri
$242K
LWANC
1234
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K
GVAG
1235
Great Valley Advisor Group
Delaware
$241K +$1.01K +9 +0.4%
BHTS
1236
Bar Harbor Trust Services
Maine
$241K +$241K +2,162 New
CG
1237
Cutler Group
California
$239K -$3.26M -29,284 -93%
TW
1238
Transform Wealth
Colorado
$239K -$334 -3 -0.1%
MCM
1239
Manchester Capital Management
Vermont
$236K -$602K -5,399 -72%
FNBSF
1240
First National Bank Sioux Falls
South Dakota
$236K +$236K +2,118 New
BCI
1241
Brinker Capital Investments
Pennsylvania
$235K -$1.34K -12 -0.6%
FWM
1242
Fairhaven Wealth Management
Illinois
$235K
WFM
1243
Wolff Financial Management
Michigan
$235K
CF
1244
Centaurus Financial
California
$235K +$6.03K +54 +3%
DI
1245
Diligent Investors
California
$234K -$11.1K -100 -5%
PWW
1246
Pettyjohn Wood & White
Virginia
$233K -$11.9K -107 -5%
GCA
1247
Guardian Capital Advisors
Ontario, Canada
$233K
LRPA
1248
L. Roy Papp & Associates
Arizona
$233K +$7.7K +69 +3%
JIP
1249
Jaffetilchin Investment Partners
Florida
$233K +$233K +2,090 New
ACI
1250
Alpha Cubed Investments
California
$233K +$233K +2,094 New