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Phillips 66

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
701
Avantax Planning Partners
Iowa
$1.01M +$37.9K +336 +4%
CWS
702
Cypress Wealth Services
California
$992K +$451 +4 +0%
SW
703
SVB Wealth
Massachusetts
$973K +$61.3K +544 +7%
VCM
704
Virtue Capital Management
Tennessee
$968K +$599K +5,311 +162%
CANY
705
Caxton Associates (New York)
New York
$966K +$472K +4,183 +95%
LCM
706
Leisure Capital Management
California
$964K -$18.2K -161 -2%
SM
707
Sciencast Management
New Jersey
$959K +$959K +9,711 New
BS
708
Boenning & Scattergood
Pennsylvania
$956K -$863K -7,659 -47%
IRF
709
IBM Retirement Fund
New York
$944K -$122K -1,080 -11%
WAM
710
Weatherly Asset Management
California
$944K -$22.5K -200 -2%
TAM
711
Tiverton Asset Management
Delaware
$943K
HAIM
712
Hunter Associates Investment Management
Pennsylvania
$939K
RIM
713
Regent Investment Management
Kentucky
$935K -$45.1K -400 -5%
Holocene Advisors
714
Holocene Advisors
New York
$933K +$933K +8,277 New
EWA
715
EP Wealth Advisors
California
$931K +$519K +4,605 +126%
SSP
716
Sapphire Star Partners
Washington
$925K -$33.8K -300 -4%
FFSOTS
717
Fiduciary Financial Services of The Southwest
Texas
$922K
HDIM
718
Hanson & Doremus Investment Management
Vermont
$919K -$4.62K -41 -0.5%
W
719
Wealthfront
California
$915K -$163K -1,449 -15%
KCMRT
720
Kemper Corp Master Retirement Trust
Illinois
$913K
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$909K +$18.5K +164 +2%
EWM
722
Empirical Wealth Management
Washington
$900K +$18.4K +163 +2%
Luther King Capital Management (LKCM)
723
Luther King Capital Management (LKCM)
Texas
$896K -$15.5K -137 -2%
OCM
724
Orleans Capital Management
Louisiana
$896K +$28.2K +250 +3%
KS
725
Karpas Strategies
Connecticut
$890K