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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 %
FWM
1276
Focused Wealth Management
New York
$218K -$55.6K -499 -20%
BFC
1277
Bedel Financial Consulting
Indiana
$218K -$5.58K -50 -2%
FIM
1278
Freedom Investment Management
Connecticut
$218K +$218K +1,954 New
PAM
1279
Private Asset Management
California
$217K -$18.3K -164 -8%
DFA
1280
Delta Financial Advisors
Louisiana
$217K +$217K +1,950 New
KFI
1281
Key Financial Inc
Pennsylvania
$216K +$216K +1,935 New
WAP
1282
Wealthcare Advisory Partners
Pennsylvania
$215K -$5.34K -48 -2%
UCI
1283
Uncommon Cents Investing
Wisconsin
$215K +$215K +1,927 New
CA
1284
Capital Advantage
California
$214K
AIA
1285
Arbor Investment Advisors
North Carolina
$214K +$214K +1,925 New
MGIA
1286
Moneta Group Investment Advisors
Missouri
$213K +$213K +1,912 New
CWM
1287
Chesapeake Wealth Management
Virginia
$211K -$12.2K -110 -5%
HI
1288
Human Investing
Oregon
$211K +$92.4K +828 +78%
KPW
1289
Kore Private Wealth
New York
$211K +$211K +1,895 New
CPA
1290
Court Place Advisors
Maryland
$210K +$210K +1,884 New
GSBTD
1291
Glenview State Bank Trust Department
Illinois
$209K +$209K +1,882 New
BCM
1292
Birmingham Capital Management
Alabama
$208K +$208K +1,866 New
BMA
1293
Brooks Moore & Associates
Tennessee
$207K +$207K +1,856 New
MKC
1294
M. Kraus & Co
Vermont
$207K +$207K +1,857 New
MJRIC
1295
Mogy Joel R Investment Counsel
California
$207K +$207K +1,857 New
CFS
1296
CRA Financial Services
New Jersey
$207K +$207K +1,859 New
YL
1297
YCG LLC
Texas
$206K +$206K +1,853 New
SIC
1298
Samalin Investment Counsel
New York
$205K +$205K +1,846 New
WSC
1299
Wellington Shields & Co
New York
$204K +$204K +1,832 New
MSS
1300
Mitchell Sinkler & Starr
Pennsylvania
$204K +$204K +1,833 New