PSX icon

Phillips 66

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M
Name Market Value Shares Shares
Change
Shares
Change %
CDIA
1226
Capital Directions Investment Advisors
Georgia
$11K 150
GWMIA
1227
Global Wealth Management Investment Advisory
Florida
$11K 157
BEI
1228
Benjamin Edwards Inc
Missouri
$10K 136 -211 -61%
LFG
1229
Larson Financial Group
Missouri
$10K 136
HS
1230
Horan Securities
United States
$10K 143 +75 +110%
KPCM
1231
Kings Point Capital Management
New York
$10K 140 +140 New
RIM
1232
Rockbridge Investment Management
New York
$10K 142 +142 New
SIAS
1233
Shine Investment Advisory Services
Colorado
$9K 125
IF
1234
Ironwood Financial
Arizona
$9K 130 +100 +333%
NG
1235
NWK Group
California
$9K 122 +122 New
KFS
1236
Kelly Financial Services
Massachusetts
$8.99K 125
RBC
1237
Roble Belko & Company
Pennsylvania
$8K 110
SL
1238
Savior LLC
Massachusetts
$8K 111
TC
1239
Truvestments Capital
Florida
$8K 118
PCTC
1240
Perkins Coie Trust Company
Washington
$7K 100 -11 -10%
CFO
1241
CVA Family Office
Colorado
$7K 103
CTB
1242
Country Trust Bank
Illinois
$7K 100
MFT
1243
Moisand Fitzgerald Tamayo
Florida
$7K 100 +100 New
FP
1244
Financial Perspectives
Minnesota
$4.53K 63
QCMC
1245
Quantum Capital Management (California)
California
$4K 50 -10,291 -100%
TAIM
1246
TD Ameritrade Investment Management
Nebraska
$4K 53 -2 -4%
FA
1247
Financial Advantage
Maryland
$3K 55
PGAM
1248
Princeton Global Asset Management
New Jersey
$3K 50
CMA
1249
Cedar Mountain Advisors
Oregon
$3K 42
DAM
1250
Delta Asset Management
Tennessee
$3K 39