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Phillips 66

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
601
Transamerica Financial Advisors
Florida
$837K +$555K +6,815 +196%
PAM
602
PartnerRe Asset Management
Connecticut
$832K -$147K -1,803 -15%
CK
603
Carnick & Kubik
Colorado
$827K +$22.5K +277 +3%
VAM
604
Visium Asset Management
New York
$826K -$188K -2,312 -19%
DIA
605
Denver Investment Advisors
Colorado
$818K +$114K +1,400 +16%
Flossbach Von Storch
606
Flossbach Von Storch
Germany
$813K -$1.63M -20,000 -67%
AAM
607
AR Asset Management
California
$801K
BHWM
608
Bar Harbor Wealth Management
New Hampshire
$798K +$24.2K +297 +3%
SNT
609
Security National Trust
West Virginia
$796K -$488 -6 -0.1%
HDIM
610
Hanson & Doremus Investment Management
Vermont
$795K -$3.25K -40 -0.4%
SYBT
611
Stock Yards Bank & Trust
Kentucky
$794K -$225K -2,768 -22%
BRWA
612
B. Riley Wealth Advisors
Florida
$789K -$1.05M -12,887 -57%
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$785K +$79.5K +978 +11%
AT
614
Arden Trust
Delaware
$784K -$20.2K -248 -3%
ANTB
615
AMG National Trust Bank
Colorado
$780K +$12.2K +150 +2%
FT
616
Fiduciary Trust
Massachusetts
$776K -$4.07K -50 -0.5%
AR
617
Advisory Research
Illinois
$775K -$102K -1,255 -12%
BSWMG
618
Barrington Strategic Wealth Management Group
Illinois
$775K +$11.8K +145 +2%
Axa
619
Axa
France
$765K -$8.95K -110 -1%
Envestnet Asset Management
620
Envestnet Asset Management
Illinois
$763K +$397K +4,883 +108%
VDI
621
Vaughan David Investments
Illinois
$762K -$268K -3,300 -26%
CCFCSB
622
Cape Cod Five Cents Savings Bank
Massachusetts
$757K -$30.5K -375 -4%
MMCM
623
Marque Millennium Capital Management
New York
$757K
QAM
624
Quantres Asset Management
Cayman Islands
$756K +$195K +2,400 +35%
NSIM
625
North Star Investment Management
Illinois
$751K +$24.4K +300 +3%