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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
651
Cannell & Spears
New York
$649K -$1.03K -13 -0.2%
OWP
652
Obermeyer Wealth Partners
Colorado
$649K
CCMD
653
Cypress Capital Management (Delaware)
Delaware
$641K -$15.9K -200 -2%
AFIA
654
America First Investment Advisors
Nebraska
$641K
CWP
655
Capital Wealth Planning
Florida
$638K -$1.04M -13,025 -62%
P
656
Pitcairn
Pennsylvania
$628K -$12.5K -157 -2%
IFB
657
iAB Financial Bank
Indiana
$627K +$19.8K +250 +3%
KS
658
Karpas Strategies
Connecticut
$626K
PFS
659
Prospera Financial Services
Texas
$618K +$2.22K +28 +0.4%
BAS
660
Brown Advisory Securities
Maryland
$615K +$22.9K +288 +4%
AAA
661
Adams Asset Advisors
Texas
$614K
VWM
662
Valley Wealth Managers
New Jersey
$611K +$277K +3,486 +83%
Dodge & Cox
663
Dodge & Cox
California
$609K -$47.6K -600 -7%
RFWA
664
RPg Family Wealth Advisory
Massachusetts
$606K -$30.8K -388 -5%
W
665
Wealthfront
California
$602K +$62.1K +783 +12%
CCM
666
Covington Capital Management
California
$599K -$3.25K -41 -0.5%
WA
667
WBH Advisory
Maryland
$595K -$41.6K -525 -7%
HH
668
Hilltop Holdings
Texas
$589K -$63.9K -805 -10%
HAG
669
HighPoint Advisor Group
Illinois
$584K +$133K +1,739 +30%
BDF
670
Balasa Dinverno & Foltz
$583K +$124K +1,564 +27%
BA
671
Bennicas & Associates
California
$576K -$23.8K -300 -4%
WCM
672
Weik Capital Management
Pennsylvania
$573K +$573K +7,225 New
SAM
673
SignalPoint Asset Management
Missouri
$571K +$18.3K +231 +3%
MYLI
674
Meiji Yasuda Life Insurance
Japan
$567K -$77.7K -980 -12%
GWCM
675
Godshalk Welsh Capital Management
Pennsylvania
$565K -$15.9K -200 -3%