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Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
676
Essex Financial Services
Connecticut
$1.01M -$1.34M -13,054 -57%
LAM
677
Lingohr Asset Management
Germany
$1M
FMT
678
First Mercantile Trust
Tennessee
$1M -$26.1K -255 -3%
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$997K
TFS
680
Thoroughbred Financial Services
Tennessee
$996K +$121K +1,185 +14%
FLPIM
681
F.L. Putnam Investment Management
Massachusetts
$996K +$720K +7,034 +261%
FNBT
682
FineMark National Bank & Trust
Florida
$991K +$74.9K +732 +8%
TIA
683
Trust Investment Advisors
Indiana
$987K -$41K -400 -4%
SS
684
Simplicity Solutions
Minnesota
$985K -$14.5K -142 -1%
PFSC
685
Peoples Financial Services Corp
Pennsylvania
$984K -$9.32K -91 -0.9%
AAM
686
AR Asset Management
California
$983K
FAAS
687
First Allied Advisory Services
California
$983K +$32.8K +322 +3%
BAM
688
Belpointe Asset Management
Nevada
$979K +$463K +4,521 +90%
WIP
689
Wellesley Investment Partners
Massachusetts
$976K +$28.3K +276 +3%
YMRC
690
Yorktown Management & Research Company
Virginia
$973K +$973K +9,500 New
VCA
691
Verdence Capital Advisors
Maryland
$970K +$6.35K +62 +0.7%
DWM
692
Dakota Wealth Management
Florida
$965K -$3.58K -35 -0.4%
BO
693
BRR OpCo
Ohio
$963K +$60.9K +595 +7%
ACG
694
Allen Capital Group
Nebraska
$956K -$6.06K -59 -0.6%
APP
695
Avantax Planning Partners
Iowa
$954K +$6.35K +62 +0.7%
NA
696
Navellier & Associates
Nevada
$950K -$857K -8,364 -47%
CCFCSB
697
Cape Cod Five Cents Savings Bank
Massachusetts
$934K
CM
698
CoreCommodity Management
Connecticut
$931K +$6.25K +61 +0.7%
Wealth Enhancement Advisory Services
699
Wealth Enhancement Advisory Services
Minnesota
$924K -$2.19M -20,564 -70%
Impax Asset Management Group
700
Impax Asset Management Group
United Kingdom
$924K +$83.3K +814 +10%