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Phillips 66

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
651
Jacobus Wealth Management
Wisconsin
$580K -$5.33K -100 -0.9%
SMC
652
Smith, Moore & Co
Missouri
$579K +$26.9K +350 +5%
PCM
653
Pointe Capital Management
Michigan
$573K +$41.5K +540 +8%
CWM
654
Concert Wealth Management
California
$569K +$43.2K +552 +8%
SF
655
Synovus Financial
Georgia
$566K -$7.35K -95 -1%
LOAMS
656
Lombard Odier Asset Management (Switzerland)
Switzerland
$564K -$39.2K -510 -6%
GWCM
657
Godshalk Welsh Capital Management
Pennsylvania
$563K +$3.84K +50 +0.7%
LW
658
Linscomb Wealth
Texas
$560K +$3.31K +43 +0.6%
NPC
659
National Planning Corporation
California
$558K -$136K -1,461 -20%
GF
660
Goodman Financial
Texas
$556K
PWAG
661
Polaris Wealth Advisory Group
California
$554K -$9.23K -120 -2%
SAM
662
SignalPoint Asset Management
Missouri
$550K -$36.8K -479 -6%
FIM
663
Fruth Investment Management
Texas
$548K -$24K -312 -4%
FIM
664
Freedom Investment Management
Connecticut
$548K +$548K +5,814 New
CFA
665
Carroll Financial Associates
North Carolina
$547K +$28.5K +355 +6%
WSFS
666
Wilmington Savings Fund Society
Delaware
$543K -$16.1K -209 -3%
BC
667
Burney Company
Virginia
$543K -$14.8K -193 -3%
ICAS
668
Investors Capital Advisory Services
Massachusetts
$537K +$58.9K +767 +12%
CSS
669
Cubist Systematic Strategies
Connecticut
$536K -$66K -859 -11%
HMS
670
Hanseatic Management Services
New Mexico
$536K
WT
671
Whittier Trust
California
$535K +$47.9K +622 +10%
PFS
672
Prospera Financial Services
Texas
$524K -$64.9K -869 -11%
CB
673
Community Bank
New York
$524K
Mackenzie Financial
674
Mackenzie Financial
Ontario, Canada
$521K -$5.8M -75,504 -92%
ASN
675
Advisory Services Network
Georgia
$516K +$269K +3,500 +109%