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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
751
Simplicity Solutions
Minnesota
$396K +$15.2K +192 +4%
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$395K -$36.3K -457 -8%
HTC
753
Haverford Trust Company
Pennsylvania
$394K -$26.4K -333 -6%
EWA
754
EP Wealth Advisors
California
$390K -$30.8K -388 -7%
WI
755
Wedgewood Investors
Pennsylvania
$390K
BEC
756
Blue Edge Capital
Virginia
$389K +$476 +6 +0.1%
CTA
757
Colonial Trust Advisors
South Carolina
$389K +$7.94K +100 +2%
BB
758
Bell Bank
North Dakota
$387K -$6.66K -84 -2%
GG
759
Gofen & Glossberg
Illinois
$382K -$35.3K -445 -8%
NPC
760
National Planning Corporation
California
$381K -$57.7K -757 -13%
CCMG
761
Clark Capital Management Group
Pennsylvania
$373K -$122K -1,535 -25%
FIB
762
First Interstate Bank
Montana
$369K
Toronto Dominion Bank
763
Toronto Dominion Bank
Ontario, Canada
$367K -$106K -1,334 -22%
ARMC
764
American Research & Management Company
Massachusetts
$367K -$4.45K -56 -1%
IH
765
IFC Holdings
Florida
$367K +$22K +276 +6%
Lido Advisors
766
Lido Advisors
California
$367K +$89K +1,120 +32%
SCA
767
Snowden Capital Advisors
New York
$367K +$317 +4 +0.1%
MAM
768
Martingale Asset Management
Massachusetts
$365K +$58.4K +734 +19%
MMG
769
Monetary Management Group
Missouri
$363K -$19.8K -250 -5%
WOC
770
West Oak Capital
California
$363K -$29K -365 -7%
SKK
771
Shepherd Kaplan Krochuk
Massachusetts
$362K
FNFDCM
772
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$362K
PWAG
773
Polaris Wealth Advisory Group
California
$359K -$27K -341 -7%
AB
774
Atlas Brown
Kentucky
$357K -$8.73K -110 -2%
WEC
775
Winslow Evans & Crocker
Massachusetts
$355K +$79 +1 +0%