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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 %
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$591K -$58.9K -725 -9%
GF
677
Goodman Financial
Texas
$589K
OWD
678
Osborn Williams & Donohoe
Ohio
$581K -$35K -430 -6%
MC
679
Menta Capital
California
$577K -$1.05M -12,900 -65%
SF
680
Synovus Financial
Georgia
$569K +$13.8K +170 +2%
PWP
681
Private Wealth Partners
California
$565K
KFA
682
Kelleher Financial Advisors
New York
$564K -$98.1K -1,250 -15%
PPSG
683
Princeton Portfolio Strategies Group
New Jersey
$560K -$41.9K -515 -7%
CBB
684
Citizens Business Bank
California
$555K -$59.9K -736 -10%
CFS
685
Community Financial System
New York
$554K
1SB
686
1ST Source Bank
Indiana
$550K -$13.6K -167 -2%
MCM
687
MAI Capital Management
Ohio
$547K -$32.5K -400 -6%
LW
688
Linscomb Wealth
Texas
$528K +$31.8K +391 +6%
MRCM
689
M&R Capital Management
New Jersey
$526K
CA
690
CapWealth Advisors
Tennessee
$525K -$6.75K -83 -1%
FTIOP
691
Fiduciary Trust International of Pennsylvania
Pennsylvania
$522K -$106K -1,306 -17%
CCMD
692
Cypress Capital Management (Delaware)
Delaware
$521K
CCM
693
Covington Capital Management
California
$519K +$41.1K +505 +9%
NPIT
694
National Penn Investors Trust
Pennsylvania
$512K +$7.64K +94 +2%
Two Sigma Advisers
695
Two Sigma Advisers
New York
$507K +$507K +6,240 New
SMC
696
Smith, Moore & Co
Missouri
$506K +$10.8K +133 +2%
PL
697
Perpetual Ltd
Australia
$503K +$40.6K +500 +9%
BCB
698
Brian C. Broderick
$500K -$15.3K -188 -3%
MSU
699
Maple Securities USA
New Jersey
$500K +$500K +6,148 New
SCM
700
Southport Capital Management
Tennessee
$494K