PSX icon

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 %
LCP
1251
Legacy Capital Partners
Wisconsin
$231K +$231K +2,069 New
NC
1252
NovaPoint Capital
Georgia
$231K +$231K +2,071 New
SIM
1253
SSI Investment Management
California
$230K -$891 -8 -0.4%
BCB
1254
Brian C. Broderick
$229K -$110K -985 -32%
CWM
1255
Cabot Wealth Management
Massachusetts
$229K
CS
1256
Cannell & Spears
New York
$228K -$405K -3,627 -64%
OWP
1257
Obermeyer Wealth Partners
Colorado
$228K -$59.1K -530 -21%
CIA
1258
CSat Investment Advisory
Michigan
$228K +$56.6K +507 +33%
MFW
1259
Meristem Family Wealth
Minnesota
$227K -$20.3K -182 -8%
LIA
1260
LBMC Investment Advisors
Tennessee
$227K +$111 +1 +0%
CFW
1261
CA Family Wealth
California
$227K +$227K +2,040 New
LA
1262
LexAurum Advisors
Kansas
$226K
TFO
1263
Tarbox Family Office
California
$226K +$334 +3 +0.1%
BCM
1264
BTR Capital Management
California
$225K
CCM
1265
Canal Capital Management
Virginia
$224K +$1.79K +16 +0.8%
CMBA
1266
C.M. Bidwell & Associates
Hawaii
$224K +$88.6K +795 +65%
KFGK
1267
Keystone Financial Group (Kentucky)
Kentucky
$224K +$224K +2,015 New
FMP
1268
Financial Management Professionals
Texas
$223K -$24.4K -219 -10%
SIC
1269
Schwartz Investment Counsel
Michigan
$223K
KFC
1270
Klingenstein Fields & Co
New York
$223K +$223K +2,001 New
ET
1271
Equitable Trust
Tennessee
$221K -$58.9K -530 -21%
VHAM
1272
Van Hulzen Asset Management
California
$221K
TI
1273
Tidal Investments
Wisconsin
$221K +$221K +1,982 New
SIA
1274
Soltis Investment Advisors
Utah
$221K +$221K +1,983 New
KA
1275
KLCM Advisors
Wisconsin
$219K +$219K +1,970 New