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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 %
RB
576
Rodgers Brothers
Pennsylvania
$1.13M +$122K +1,275 +12%
CM
577
CoreCommodity Management
Connecticut
$1.12M -$6.81K -71 -0.6%
TCA
578
Tortoise Capital Advisors
Kansas
$1.12M +$72.7K +758 +7%
FAAS
579
First Allied Advisory Services
California
$1.12M -$25.5K -267 -2%
TBA
580
Tower Bridge Advisors
Pennsylvania
$1.12M
WAM
581
Wealthspire Advisors (Maryland)
Maryland
$1.11M -$37.8K -394 -3%
SC
582
Saturna Capital
Washington
$1.11M -$38.4K -400 -3%
LIC
583
Lodestar Investment Counsel
Illinois
$1.1M -$9.59K -100 -0.9%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$1.1M +$16.5K +172 +2%
TAM
585
Tiverton Asset Management
Delaware
$1.1M +$496K +5,172 +83%
AAM
586
Azzad Asset Management
Virginia
$1.09M +$12.9K +135 +1%
SFS
587
Sowell Financial Services
Arkansas
$1.09M +$280K +2,445 +35%
FMT
588
First Mercantile Trust
Tennessee
$1.08M +$394K +4,104 +57%
WIP
589
Wellesley Investment Partners
Massachusetts
$1.08M +$19.5K +203 +2%
FM
590
Forward Management
California
$1.07M -$48.8K -509 -4%
UA
591
Unison Advisors
District of Columbia
$1.07M +$7.19K +75 +0.7%
NIPH
592
NN Investment Partners Holdings
Netherlands
$1.05M -$1.91M -19,932 -65%
MYAM
593
Meiji Yasuda Asset Management
Japan
$1.05M +$410K +4,270 +64%
FM
594
Foster & Motley
Ohio
$1.04M +$1.44K +15 +0.1%
LCM
595
Leisure Capital Management
California
$1.04M -$313K -3,264 -23%
SKK
596
Shepherd Kaplan Krochuk
Massachusetts
$1.04M
FI
597
FormulaFolio Investments
Michigan
$1.04M +$654K +6,815 +170%
CC
598
Cannell & Co
New York
$1.04M -$14.4K -150 -1%
SW
599
SVB Wealth
Massachusetts
$1.03M -$104K -1,085 -9%
IRF
600
IBM Retirement Fund
New York
$1.03M +$6.52K +68 +0.6%