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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 %
ISWM
1276
Independent Solutions Wealth Management
New York
-$280K -5,396 Closed
DA
1277
Denali Advisors
California
-$270K -5,200 Closed
FA
1278
Faithward Advisors
Pennsylvania
-$267K -5,153 Closed
BIM
1279
Baldwin Investment Management
Pennsylvania
-$262K -5,050 Closed
RCA
1280
Rowland Carmichael Advisors
Arizona
-$257K -4,959 Closed
PFM
1281
Premier Fund Managers
United Kingdom
-$250K -4,790 Closed
CM
1282
Columbus Macro
Pennsylvania
-$233K -4,502 Closed
LOAME
1283
Lombard Odier Asset Management (Europe)
United Kingdom
-$219K -4,223 Closed
BOS
1284
Bank of Stockton
California
-$215K -4,162 Closed
SW
1285
SkyOak Wealth
Michigan
-$213K -4,100 Closed
NIM
1286
NuWave Investment Management
New Jersey
-$206K -3,970 Closed
CP
1287
Covenant Partners
Tennessee
-$205K -3,949 Closed
DT
1288
Diversified Trust
Tennessee
-$204K -3,931 Closed
AW
1289
Alpha Windward
Massachusetts
-$162K -3,118 Closed
AA
1290
AlphaCentric Advisors
Puerto Rico
-$158K -3,055 Closed
WOC
1291
West Oak Capital
California
-$118K -2,267 Closed
CCM
1292
Chiron Capital Management
Florida
-$116K -2,243 Closed
FHA
1293
Flagship Harbor Advisors
Massachusetts
-$87K -1,687 Closed
CHAM
1294
Clear Harbor Asset Management
Connecticut
-$71.3K -1,375 Closed
BWM
1295
BNC Wealth Management
Oregon
-$61K -1,176 Closed
SMFG
1296
Sumitomo Mitsui Financial Group
Japan
-$53K -1,024 Closed
FFA
1297
Founders Financial Alliance
North Carolina
-$50K -1,000 Closed
AA
1298
Advisory Alpha
Michigan
-$39K -750 Closed
JIR
1299
James Investment Research
Ohio
-$30K -578 Closed
HCA
1300
Horan Capital Advisors
Ohio
-$30K -578 Closed