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Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
551
Stephens Inc
Arkansas
$1.66M -$769K -7,512 -32%
B
552
Bailard
California
$1.66M +$78.7K +769 +5%
QT
553
Quantbot Technologies
New York
$1.66M +$1.36M +13,276 +457%
DAM
554
Doheny Asset Management
California
$1.64M -$145K -1,417 -8%
FC
555
FCA Corp
Texas
$1.63M -$10.9K -106 -0.7%
Northwestern Mutual Wealth Management
556
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$69K +674 +4%
PLFAM
557
Pineno Levin & Ford Asset Management
Virginia
$1.61M -$14.3K -140 -0.9%
ACM
558
Ativo Capital Management
Illinois
$1.6M -$297K -2,900 -16%
CWM
559
Connecticut Wealth Management
Connecticut
$1.6M +$12.8K +125 +0.8%
SGA
560
Strategic Global Advisors
California
$1.6M +$1.6M +15,585 New
BBI
561
Baxter Bros Inc
Connecticut
$1.6M +$229K +2,241 +17%
CCMINC
562
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.57M -$8.7K -85 -0.6%
WA1
563
Wimmer Associates 1
California
$1.57M -$24.9K -243 -2%
Rockefeller Capital Management
564
Rockefeller Capital Management
New York
$1.56M +$677K +6,615 +76%
H
565
HoyleCohen
California
$1.56M -$28.9K -282 -2%
SGI
566
Summit Global Investments
Utah
$1.55M +$1.55M +15,156 New
BC
567
Bartlett & Co
Ohio
$1.55M +$1.21M +11,798 +355%
BCWM
568
Bartlett & Co Wealth Management
Ohio
$1.55M +$1.21M +11,798 +355%
CFMC
569
Curbstone Financial Management Corp
New Hampshire
$1.55M -$5.12K -50 -0.3%
LBC
570
Lowe Brockenbrough & Co
Virginia
$1.54M +$130K +1,269 +9%
AUB
571
Atlantic Union Bankshares
Virginia
$1.54M +$46.1K +450 +3%
SAM
572
Silvercrest Asset Management
New York
$1.51M -$14.4K -141 -0.9%
FM
573
Foster & Motley
Ohio
$1.51M +$431K +4,213 +40%
FFWA
574
FRG Family Wealth Advisors
Washington
$1.51M -$170K -1,662 -10%
SFS
575
Sowell Financial Services
Arkansas
$1.5M +$1.5M +14,674 New