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Phillips 66

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
701
Cornerstone Wealth Management
Missouri
$670K +$32.7K +319 +5%
CTA
702
Colonial Trust Advisors
South Carolina
$665K +$69.5K +687 +12%
DWT
703
Dorsey & Whitney Trust
South Dakota
$659K
MRCM
704
M&R Capital Management
New Jersey
$658K +$21.5K +213 +3%
SWM
705
SeaCrest Wealth Management
New York
$657K +$657K +6,494 New
SC
706
Savant Capital
Illinois
$654K +$19.6K +194 +3%
CFMC
707
Curbstone Financial Management Corp
New Hampshire
$648K -$658K -6,502 -50%
CG
708
Caprock Group
Idaho
$639K +$17.4K +166 +3%
SFA
709
Sequoia Financial Advisors
Ohio
$639K +$168K +1,658 +36%
DWA
710
Douglass Winthrop Advisors
New York
$635K
BA
711
BKS Advisors
Michigan
$634K -$53.4K -528 -8%
CBB
712
Citizens Business Bank
California
$633K
TAM
713
Tiverton Asset Management
Delaware
$633K +$633K +6,263 New
GLA
714
Good Life Advisors
Pennsylvania
$631K +$102 +1 +0%
NSAM
715
North Star Asset Management
Wisconsin
$631K +$219K +2,168 +53%
WT
716
Whittier Trust
California
$628K -$88.2K -873 -12%
W
717
Wealthfront
California
$627K +$37.6K +372 +6%
OWP
718
Obermeyer Wealth Partners
Colorado
$624K +$6.88K +68 +1%
WA
719
WBH Advisory
Maryland
$621K -$15.1K -149 -2%
KA
720
Kovack Advisors
Florida
$621K +$172K +1,697 +38%
FMWA
721
Forvis Mazars Wealth Advisors
Missouri
$620K -$46.8K -462 -7%
N
722
Natixis
France
$614K -$2.16M -21,367 -78%
DS
723
DRW Securities
Illinois
$609K +$609K +6,024 New
FIM
724
Fruth Investment Management
Texas
$607K -$8.09K -80 -1%
HAG
725
HighPoint Advisor Group
Illinois
$602K -$59.6K -636 -9%