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Phillips 66

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BIC
526
Beach Investment Counsel
Pennsylvania
$2.05M
KRS
527
Kentucky Retirement Systems
Kentucky
$2.05M +$41.7K +370 +2%
ACM
528
Argyle Capital Management
Pennsylvania
$2.04M
CAM
529
Carret Asset Management
New York
$2.03M -$59.2K -525 -3%
SFI
530
SPC Financial Inc
Maryland
$2.03M
WF
531
WoodTrust Financial
Wisconsin
$2.02M +$64.8K +575 +3%
LIM
532
Leavell Investment Management
Alabama
$2.02M -$6.09K -54 -0.3%
H
533
HoyleCohen
California
$2.01M -$3.04K -27 -0.2%
DRS
534
Deane Retirement Strategies
Louisiana
$2M -$1.13K -10 -0.1%
NCM
535
Northside Capital Management
Oregon
$1.98M
LWAC
536
Laurel Wealth Advisors (California)
California
$1.97M -$170K -1,507 -8%
BSB
537
Bangor Savings Bank
Maine
$1.96M -$63.5K -563 -3%
ST
538
Somerset Trust
Pennsylvania
$1.94M +$16.7K +148 +0.9%
CIC
539
Cornercap Investment Counsel
Georgia
$1.93M +$1.22M +10,799 +170%
FWM
540
Frontier Wealth Management
Missouri
$1.93M -$88.6K -786 -4%
FPTW
541
Franklin, Parlapiano, Turner & Welch
Texas
$1.93M -$772K -6,847 -29%
SIM
542
Sonora Investment Management
Arizona
$1.92M -$31K -275 -2%
FHB
543
First Hawaiian Bank
Hawaii
$1.92M +$1.92M +17,071 New
RWA
544
River Wealth Advisors
Pennsylvania
$1.91M -$1.01K -9 -0.1%
CPA
545
Capital Planning Advisors
California
$1.91M +$616K +5,463 +48%
HVIA
546
Hudson Valley Investment Advisors
New York
$1.9M -$76.1K -675 -4%
AAM
547
Auxier Asset Management
Oregon
$1.9M -$11.3K -100 -0.6%
TIP
548
Torray Investment Partners
Maryland
$1.9M +$193K +1,710 +11%
LMGAM
549
Liberty Mutual Group Asset Management
Massachusetts
$1.89M
MAM
550
Martingale Asset Management
Massachusetts
$1.87M +$1.57M +13,912 +513%