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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
726
Advisornet Financial
Minnesota
$803K -$104K -929 -11%
CB
727
Community Bank
New York
$801K +$12.3K +110 +2%
SC
728
Searle & Co
Connecticut
$794K
TU
729
TDAM USA
Ontario, Canada
$793K -$50K -445 -6%
Koshinski Asset Management
730
Koshinski Asset Management
Illinois
$792K +$21K +187 +3%
PLFAM
731
Pineno Levin & Ford Asset Management
Virginia
$783K
BAM
732
Belpointe Asset Management
Nevada
$778K -$8.54K -76 -1%
DWA
733
Douglass Winthrop Advisors
New York
$777K +$18.9K +168 +2%
AFIA
734
America First Investment Advisors
Nebraska
$759K
WSFS
735
Wilmington Savings Fund Society
Delaware
$755K +$64.2K +571 +9%
CFG
736
Citizens Financial Group
Rhode Island
$754K +$3.71K +33 +0.5%
FTC
737
Farmers Trust Company
Ohio
$749K -$22.3K -199 -3%
PFSC
738
Peoples Financial Services Corp
Pennsylvania
$744K
GLA
739
Good Life Advisors
Pennsylvania
$738K +$40.4K +361 +6%
VFA
740
Valeo Financial Advisors
Indiana
$735K +$9.6K +79 +1%
LW
741
Linscomb Wealth
Texas
$735K +$9.77K +87 +1%
VDI
742
Vaughan David Investments
Illinois
$730K -$70K -623 -9%
GWCM
743
Godshalk Welsh Capital Management
Pennsylvania
$727K -$16.8K -150 -2%
BA
744
Bennicas & Associates
California
$726K
BBHC
745
Brown Brothers Harriman & Co
New York
$725K -$27.6K -246 -4%
P
746
Pitcairn
Pennsylvania
$723K -$54.1K -482 -7%
SFA
747
Sequoia Financial Advisors
Ohio
$721K -$225 -2 -0%
CIC
748
Cornercap Investment Counsel
Georgia
$714K -$136K -1,212 -16%
IFAM
749
Institutional & Family Asset Management
Colorado
$713K
SWM
750
SeaCrest Wealth Management
New York
$710K +$20.1K +179 +3%