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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
526
Advisor Partners
California
$1.28M +$73.6K +804 +6%
LFAS
527
Level Four Advisory Services
Texas
$1.27M +$226K +2,468 +22%
SSP
528
Sapphire Star Partners
Washington
$1.26M -$82.4K -900 -6%
Mariner
529
Mariner
Kansas
$1.26M -$548K -5,989 -30%
PP
530
Patten & Patten
Tennessee
$1.26M -$267K -2,910 -17%
PNC
531
Park National Corp
Ohio
$1.25M -$20.3K -222 -2%
WCM
532
Weik Capital Management
Pennsylvania
$1.25M +$137K +1,500 +12%
SC
533
Scotia Capital
Ontario, Canada
$1.24M +$59.7K +652 +5%
SYBT
534
Stock Yards Bank & Trust
Kentucky
$1.24M -$26.3K -287 -2%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$1.22M +$5.22K +57 +0.4%
CA
536
Clearstead Advisors
Ohio
$1.21M +$531K +5,793 +79%
WF
537
Welch & Forbes
Massachusetts
$1.2M +$28.9K +315 +2%
CAI
538
Capital Advisors Inc
Oklahoma
$1.19M -$95.2K -1,039 -7%
BCCM
539
Bridge Creek Capital Management
Massachusetts
$1.19M -$4.58K -50 -0.4%
APP
540
Avantax Planning Partners
Iowa
$1.19M +$42K +458 +4%
CFMC
541
Curbstone Financial Management Corp
New Hampshire
$1.18M +$612K +6,677 +107%
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$1.18M -$33.3K -363 -3%
IH
543
IFC Holdings
Florida
$1.16M -$14.5K -159 -1%
TIA
544
Trust Investment Advisors
Indiana
$1.16M -$224K -2,450 -16%
NSIM
545
North Star Investment Management
Illinois
$1.16M -$629K -6,868 -35%
BFA
546
Bragg Financial Advisors
North Carolina
$1.14M -$4.58K -50 -0.4%
MCM
547
Marathon Capital Management
Maryland
$1.14M -$342K -3,737 -23%
FNBTCON
548
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M -$4.58K -50 -0.4%
FM
549
Forward Management
California
$1.12M -$160K -1,750 -13%
II
550
IFM Investors
Australia
$1.12M -$29.5K -322 -3%