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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
651
Vaughan David Investments
Illinois
$694K -$31.7K -346 -4%
SF
652
Synovus Financial
Georgia
$694K -$25.4K -276 -4%
SAM
653
SignalPoint Asset Management
Missouri
$677K +$677K +7,395 New
CCM
654
Covington Capital Management
California
$667K +$21K +229 +3%
HH
655
Hilltop Holdings
Texas
$663K +$23.1K +252 +4%
HAG
656
HighPoint Advisor Group
Illinois
$660K -$3.06M -32,725 -82%
TAM
657
Tocqueville Asset Management
New York
$657K
P
658
Pitcairn
Pennsylvania
$656K -$27.1K -296 -4%
WT
659
Whittier Trust
California
$649K +$76.4K +834 +13%
SLF
660
Sun Life Financial
Ontario, Canada
$645K +$350K +3,822 +119%
BOS
661
Bank of Stockton
California
$643K +$360K +3,935 +127%
BAM
662
Belpointe Asset Management
Nevada
$640K +$640K +6,990 New
BA
663
Bennicas & Associates
California
$638K
SC
664
Searle & Co
Connecticut
$636K
PAIA
665
Park Avenue Institutional Advisers
New York
$632K +$632K +6,900 New
PLFAM
666
Pineno Levin & Ford Asset Management
Virginia
$628K
BA
667
BKS Advisors
Michigan
$622K -$91.6K -1,000 -13%
VNA
668
Valley National Advisers
Pennsylvania
$622K -$23K -251 -4%
BBHC
669
Brown Brothers Harriman & Co
New York
$617K -$325K -3,545 -34%
GWCM
670
Godshalk Welsh Capital Management
Pennsylvania
$611K
PFSC
671
Peoples Financial Services Corp
Pennsylvania
$607K
CSM
672
CAMG Solamere Management
North Carolina
$607K +$93 +1 +0%
WSCM
673
Wellington Shields Capital Management
New York
$605K -$48.7K -532 -7%
FMWA
674
Forvis Mazars Wealth Advisors
Missouri
$604K +$29.1K +317 +5%
AFIA
675
America First Investment Advisors
Nebraska
$603K