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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 %
BCM
1476
Blume Capital Management
California
$19K
CC
1477
Centiva Capital
New York
$19K +$19K +171 New
PA
1478
PSI Advisors
Florida
$19K +$19K +178 New
GEA
1479
Glen Eagle Advisors
New Jersey
$18.8K +$12.1K +109 +182%
CTB
1480
Country Trust Bank
Illinois
$18K -$1.21K -11 -6%
AP
1481
Atwood & Palmer
Missouri
$18K
SCA
1482
Stuart Chaussee & Associates
California
$18K
NCM
1483
New Capital Management
Texas
$18K
SIAS
1484
Shine Investment Advisory Services
Colorado
$18K +$14K +125 +347%
BAM
1485
Bellevue Asset Management
Washington
$18K +$18K +161 New
IIA
1486
ICW Investment Advisors
Arizona
$18K +$18K +161 New
TCM
1487
TD Capital Management
Tennessee
$17K -$5.89K -54 -26%
GWMIA
1488
Global Wealth Management Investment Advisory
Florida
$17K -$975 -9 -5%
BL
1489
Balentine LLC
Georgia
$17K +$1K +9 +6%
CDIA
1490
Capital Directions Investment Advisors
Georgia
$17K +$8.5K +75 +100%
HWM
1491
HighMark Wealth Management
Minnesota
$17K +$17K +157 New
CA
1492
CXI Advisors
Indiana
$16K +$16K +142 New
SQA
1493
Simon Quick Advisors
New Jersey
$14K +$10.2K +95 +271%
KFS
1494
Kelly Financial Services
Massachusetts
$13.9K
FEG
1495
Financial Enhancement Group
Indiana
$13K
VCM
1496
Vigilant Capital Management
Maine
$13K
QAM
1497
QCI Asset Management
New York
$13K
THWM
1498
Taylor Hoffman Wealth Management
Virginia
$12K -$1.75K -16 -13%
RBC
1499
Roble Belko & Company
Pennsylvania
$12K
AP
1500
Arlington Partners
Alabama
$11K