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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
701
Newgate Capital Management
Connecticut
$499K +$161K +2,031 +48%
WAM
702
Wealthspire Advisors (Maryland)
Maryland
$494K +$2.22K +28 +0.5%
NCMW
703
Northern Capital Management (Wisconsin)
Wisconsin
$494K +$79.3K +1,000 +19%
MAM
704
Mizuho Asset Management
Japan
$493K +$188K +2,366 +62%
WSTAM
705
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$198K +2,500 +68%
BWP
706
Baldwin Wealth Partners
Massachusetts
$488K +$28.6K +361 +6%
1SB
707
1ST Source Bank
Indiana
$488K +$31.8K +400 +7%
WIP
708
Wellesley Investment Partners
Massachusetts
$478K +$50.4K +635 +12%
NA
709
NewEdge Advisors
Louisiana
$478K +$478K +6,029 New
PWP
710
Private Wealth Partners
California
$476K -$43.6K -550 -8%
GF
711
Goodman Financial
Texas
$476K
TCM
712
Tributary Capital Management
Nebraska
$476K
PLFAM
713
Pineno Levin & Ford Asset Management
Virginia
$474K -$3.18K -40 -0.7%
TIP
714
Torray Investment Partners
Maryland
$474K +$474K +5,975 New
REMPR
715
Roof Eidam Maycock Peralta (REMP)
California
$469K
MRCM
716
M&R Capital Management
New Jersey
$467K +$3.96K +50 +0.9%
PCM
717
Pointe Capital Management
Michigan
$466K -$187K -2,359 -29%
SCM
718
Southport Capital Management
Tennessee
$466K -$9.45K -119 -2%
BIM
719
Baldwin Investment Management
Pennsylvania
$464K
DWA
720
Douglass Winthrop Advisors
New York
$463K -$8.18K -103 -2%
WT
721
Whittier Trust
California
$462K +$6.2K +78 +1%
LW
722
Linscomb Wealth
Texas
$459K +$159 +2 +0%
N
723
Natixis
France
$453K -$65.7M -827,107 -99%
SYBT
724
Stock Yards Bank & Trust
Kentucky
$450K -$139K -1,755 -24%
FB
725
Fulton Bank
Pennsylvania
$448K +$448K +5,649 New