PSX icon

Phillips 66

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
SNT
651
Security National Trust
West Virginia
$600K -$70.6K -892 -11%
P
652
Pitcairn
Pennsylvania
$597K -$11.1K -140 -2%
OWP
653
Obermeyer Wealth Partners
Colorado
$595K -$83.1K -1,048 -12%
HT
654
HighTower Trust
Texas
$590K +$230K +2,900 +64%
VNA
655
Valley National Advisers
Pennsylvania
$588K -$262K -3,305 -31%
RB
656
Rodgers Brothers
Pennsylvania
$585K +$145K +1,825 +33%
TIP
657
Torray Investment Partners
Maryland
$584K +$41.6K +525 +8%
TAM
658
Tocqueville Asset Management
New York
$580K -$11.9K -150 -2%
WSCM
659
Wellington Shields Capital Management
New York
$580K +$1.27K +16 +0.2%
WI
660
Wintrust Investments
Illinois
$575K +$348K +4,390 +153%
WAM
661
Wealthspire Advisors (Maryland)
Maryland
$573K +$83.2K +1,050 +17%
CCM
662
CrestPoint Capital Management
Missouri
$562K -$71.2K -900 -11%
CCM
663
Covington Capital Management
California
$559K -$7.92K -100 -1%
SC
664
Searle & Co
Connecticut
$554K -$5.23K -66 -0.9%
BA
665
Bennicas & Associates
California
$551K
BAAM
666
Baker Avenue Asset Management
California
$551K +$52K +657 +10%
HH
667
Hilltop Holdings
Texas
$550K -$4.91K -62 -0.9%
CA
668
Clearstead Advisors
Ohio
$550K +$79.3K +1,000 +17%
SMC
669
Smith, Moore & Co
Missouri
$546K -$119K -1,499 -18%
Dodge & Cox
670
Dodge & Cox
California
$545K -$7.93K -100 -1%
CFG
671
Citizens Financial Group
Rhode Island
$540K -$475 -6 -0.1%
WT
672
Whittier Trust
California
$540K +$70.1K +885 +15%
WA
673
WBH Advisory
Maryland
$536K -$45.5K -575 -8%
LOAME
674
Lombard Odier Asset Management (Europe)
United Kingdom
$535K -$115K -1,455 -18%
GWCM
675
Godshalk Welsh Capital Management
Pennsylvania
$533K