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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
PGWM
676
Parisi Gray Wealth Management
New Jersey
$1.01M +$567K +5,096 +127%
HIM
677
Hermes Investment Management
United Kingdom
$1M
CA
678
Cetera Advisors
Colorado
$999K -$71.7K -640 -7%
PNC
679
Park National Corp
Ohio
$990K -$205K -1,823 -17%
CWS
680
Cypress Wealth Services
California
$988K +$88.7K +790 +10%
ECM
681
Element Capital Management
New York
$986K +$156K +1,386 +19%
FAIM
682
Financial Advocates Investment Management
Washington
$980K -$121K -1,093 -11%
LCM
683
Leisure Capital Management
California
$978K -$239K -2,130 -20%
RIM
684
Regent Investment Management
Kentucky
$977K -$7.87K -70 -0.8%
TRCT
685
Tower Research Capital (TRC)
New York
$972K +$972K +8,654 New
APP
686
Avantax Planning Partners
Iowa
$968K -$44.6K -397 -4%
WAM
687
Weatherly Asset Management
California
$963K -$16.3K -145 -2%
SSP
688
Sapphire Star Partners
Washington
$955K +$11.2K +100 +1%
AC
689
Ascend Capital
California
$943K -$2.7M -24,011 -74%
TAM
690
Tiverton Asset Management
Delaware
$940K -$344K -3,063 -27%
HAIM
691
Hunter Associates Investment Management
Pennsylvania
$936K
TA
692
Tiedemann Advisors
New York
$931K +$65.1K +580 +8%
HDIM
693
Hanson & Doremus Investment Management
Vermont
$921K -$63.4K -564 -6%
NIM
694
NuWave Investment Management
New Jersey
$920K +$468K +4,172 +104%
SF
695
Synovus Financial
Georgia
$919K -$12.7K -113 -1%
FFSOTS
696
Fiduciary Financial Services of The Southwest
Texas
$919K
BA
697
BKS Advisors
Michigan
$917K +$22.5K +200 +3%
KCMRT
698
Kemper Corp Master Retirement Trust
Illinois
$910K
SW
699
SVB Wealth
Massachusetts
$909K -$299K -2,662 -25%
Luther King Capital Management (LKCM)
700
Luther King Capital Management (LKCM)
Texas
$908K +$30.3K +270 +3%