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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
TIP
526
Torray Investment Partners
Maryland
$1.4M +$181K +1,889 +15%
IA
527
IFP Advisors
Florida
$1.38M
AAIM
528
American Assets Investment Management
California
$1.37M
ZCM
529
Zebra Capital Management
Connecticut
$1.37M -$76K -792 -5%
WA1
530
Wimmer Associates 1
California
$1.36M -$42.1K -439 -3%
ECM
531
Everence Capital Management
Indiana
$1.36M +$281K +2,930 +26%
DP
532
Dearborn Partners
Illinois
$1.36M -$29.5K -307 -2%
LNC
533
Lincoln National Corp
Pennsylvania
$1.36M -$1.34M -14,024 -50%
ACG
534
Allen Capital Group
Nebraska
$1.36M +$54.5K +568 +4%
AP
535
Advisor Partners
California
$1.34M -$82.1K -856 -6%
BBI
536
Baxter Bros Inc
Connecticut
$1.33M -$34.1K -356 -3%
AT
537
Arden Trust
Delaware
$1.32M -$63.5K -662 -5%
WCM
538
Weik Capital Management
Pennsylvania
$1.3M -$1.44K -15 -0.1%
II
539
IFM Investors
Australia
$1.3M +$128K +1,329 +11%
PP
540
Paloma Partners
Connecticut
$1.29M -$275K -2,871 -18%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$1.29M -$13.1K -137 -1%
FC
542
Ferris Capital
Massachusetts
$1.28M -$231K -2,407 -15%
SIC
543
Salem Investment Counselors
North Carolina
$1.27M -$248K -2,616 -16%
HT
544
Heritage Trust
Oklahoma
$1.27M -$64.2K -669 -5%
PP
545
Patten & Patten
Tennessee
$1.27M -$36K -375 -3%
CFMC
546
Curbstone Financial Management Corp
New Hampshire
$1.26M +$648K +6,752 +105%
WS
547
Wedbush Securities
California
$1.26M +$199K +2,076 +19%
WF
548
Welch & Forbes
Massachusetts
$1.23M -$47.2K -492 -4%
GHCM
549
Glen Harbor Capital Management
California
$1.21M +$84.4K +880 +7%
PAG
550
Private Advisor Group
New Jersey
$1.21M -$1.49M -15,483 -55%