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Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
726
Balasa Dinverno & Foltz
$500K +$86.1K +995 +21%
WT
727
Whittier Trust
California
$497K -$83.1K -959 -14%
1SB
728
1ST Source Bank
Indiana
$497K -$7.7K -89 -2%
CFP
729
Cornerstone Financial Partners
North Carolina
$494K -$410K -4,745 -45%
WHG
730
Westwood Holdings Group
Texas
$492K +$492K +5,686 New
CCMW
731
Cypress Capital Management (Wyoming)
Wyoming
$481K +$8.66K +100 +2%
PVWM
732
Point View Wealth Management
New Jersey
$479K -$9.35K -108 -2%
CIC
733
Crawford Investment Counsel
Georgia
$475K -$49K -566 -9%
STMM
734
South Texas Money Management
Texas
$474K -$100K -1,161 -17%
SSP
735
Sapphire Star Partners
Washington
$474K +$237K +2,900 +100%
FMWA
736
Forvis Mazars Wealth Advisors
Missouri
$471K -$25.7K -297 -5%
PFSC
737
Peoples Financial Services Corp
Pennsylvania
$469K +$65K +750 +16%
WIP
738
Wellesley Investment Partners
Massachusetts
$467K +$125K +1,445 +37%
WC
739
Wexford Capital
Florida
$467K +$467K +5,390 New
ACM
740
Azimuth Capital Management
Michigan
$466K -$18.3K -211 -4%
AWM
741
Arbor Wealth Management
Florida
$465K
HTC
742
Haverford Trust Company
Pennsylvania
$459K +$29.9K +345 +7%
EWA
743
EP Wealth Advisors
California
$459K +$195K +2,254 +74%
GG
744
Gofen & Glossberg
Illinois
$455K -$29.8K -344 -6%
NCMW
745
Northern Capital Management (Wisconsin)
Wisconsin
$453K -$46.5K -537 -9%
NPC
746
National Planning Corporation
California
$452K -$191K -2,431 -30%
CIM
747
Corbyn Investment Management
Maryland
$452K -$12.7K -147 -3%
CCM
748
Compton Capital Management
Rhode Island
$449K -$17.3K -200 -4%
AIM
749
Anchor Investment Management
South Carolina
$449K +$449K +5,182 New
SCM
750
Schnieders Capital Management
California
$444K +$444K +5,133 New