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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
526
Carroll Financial Associates
North Carolina
$1.18M +$639K +8,054 +118%
SIMM
527
Stillwater Investment Management (Minnesota)
Minnesota
$1.17M +$30.8K +388 +3%
CSIC
528
Clifford Swan Investment Counsel
California
$1.17M -$12.6K -159 -1%
FAAS
529
First Allied Advisory Services
California
$1.17M +$175K +2,196 +18%
BTNA
530
Bremer Trust National Association
Minnesota
$1.17M +$655K +8,255 +128%
DC
531
Davenport & Co
Virginia
$1.17M -$61.5K -775 -5%
TIA
532
Trust Investment Advisors
Indiana
$1.16M -$33.1K -417 -3%
FM
533
Foster & Motley
Ohio
$1.15M -$109K -1,377 -9%
BBHC
534
Brown Brothers Harriman & Co
New York
$1.15M +$358K +4,509 +45%
LGC
535
Laurel Grove Capital
California
$1.14M +$853K +10,750 +295%
BHWM
536
Bar Harbor Wealth Management
New Hampshire
$1.14M -$27.3K -344 -2%
SACTSONJ
537
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M
DA
538
Denali Advisors
California
$1.11M +$1.11M +14,000 New
CA
539
Cornerstone Advisors
North Carolina
$1.11M
VanEck Associates
540
VanEck Associates
New York
$1.11M +$233K +2,937 +27%
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$1.1M -$97.9K -1,233 -8%
CCFCSB
542
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M
TMAM
543
Tokio Marine Asset Management
Japan
$1.1M -$126K -1,582 -10%
CAI
544
Capital Advisors Inc
Oklahoma
$1.09M
CT
545
Cambridge Trust
Massachusetts
$1.09M -$17K -214 -2%
BCCM
546
Bridge Creek Capital Management
Massachusetts
$1.09M -$56.9K -717 -5%
CWM
547
Concert Wealth Management
California
$1.08M +$46.3K +580 +4%
GKWIM
548
Gerber Kawasaki Wealth & Investment Management
California
$1.07M +$435K +5,485 +68%
FNBT
549
FineMark National Bank & Trust
Florida
$1.07M -$451K -5,683 -30%
ACM
550
Argyle Capital Management
Pennsylvania
$1.06M