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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 %
PAS
701
Park Avenue Securities
New York
$923K +$923K +9,014 New
ANTB
702
AMG National Trust Bank
Colorado
$919K
TA
703
Tiedemann Advisors
New York
$917K -$59.5K -581 -6%
TBA
704
Tower Bridge Advisors
Pennsylvania
$915K -$479K -4,000 -34%
JG
705
Jefferies Group
New York
$911K +$681K +6,653 +296%
WAOTB
706
Wealth Advisors of Tampa Bay
Florida
$907K
BHWM
707
Bar Harbor Wealth Management
New Hampshire
$906K -$9.01K -88 -1%
AIP
708
Ahrens Investment Partners
Louisiana
$895K +$895K +8,744 New
PFS
709
Prospera Financial Services
Texas
$892K -$105K -1,030 -11%
SCA
710
Salient Capital Advisors
Texas
$892K +$892K +8,709 New
EH
711
Employers Holdings
Nevada
$889K +$89.1K +870 +11%
CWS
712
Cypress Wealth Services
California
$886K +$3.07K +30 +0.3%
HAIM
713
Hunter Associates Investment Management
Pennsylvania
$884K +$31.9K +312 +4%
ECG
714
Edge Capital Group
Georgia
$875K -$77.1K -753 -8%
CT
715
Cambridge Trust
Massachusetts
$871K +$5.12K +50 +0.6%
AMIM
716
Aull & Monroe Investment Management
Alabama
$858K -$200K -1,950 -19%
TAM
717
Tiverton Asset Management
Delaware
$857K
PAM
718
Palisade Asset Management
Minnesota
$855K +$12.3K +120 +1%
IFWM
719
Institute for Wealth Management
Colorado
$851K -$27.7K -271 -3%
IRF
720
IBM Retirement Fund
New York
$851K -$10.8K -106 -1%
Luther King Capital Management (LKCM)
721
Luther King Capital Management (LKCM)
Texas
$850K -$18.4K -180 -2%
CIA
722
Capital Investment Advisors
Georgia
$850K +$6.35K +62 +0.8%
Wealthfront Advisers
723
Wealthfront Advisers
California
$842K +$166K +1,617 +24%
SMH
724
Sanders Morris Harris
Texas
$836K
AT
725
Arden Trust
Delaware
$835K -$222K -2,168 -21%