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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
751
Wedgewood Investors
Pennsylvania
$430K
AA
752
ALPS Advisors
Colorado
$430K +$195K +2,126 +83%
PL
753
Plancorp LLC
Missouri
$428K +$3.3K +36 +0.8%
SFA
754
Sequoia Financial Advisors
Ohio
$427K +$4.59K +50 +1%
AWE
755
Avidian Wealth Enterprises
Texas
$426K
CCM
756
Compton Capital Management
Rhode Island
$424K -$13.8K -150 -3%
FNFDCM
757
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$424K
STMM
758
South Texas Money Management
Texas
$424K +$1.01K +11 +0.2%
MMPW
759
Mitchell McLeod Pugh & Williams
Alabama
$423K
GF
760
Goodman Financial
Texas
$421K -$64.7K -706 -13%
JGUA
761
John G. Ullman & Associates
New York
$420K -$7.33K -80 -2%
IAMOG
762
Investors Asset Management of Georgia
Georgia
$417K
HCM
763
Howland Capital Management
Massachusetts
$414K -$22.9K -250 -5%
MA
764
Montag & Associates
Georgia
$414K +$183 +2 +0%
LNB
765
Ledyard National Bank
$413K +$56.9K +620 +16%
WEC
766
Winslow Evans & Crocker
Massachusetts
$412K -$10.4K -114 -2%
PCMM
767
Private Capital Management (Minnesota)
Minnesota
$412K -$339K -3,700 -45%
AWM
768
AE Wealth Management
Kansas
$412K +$23.7K +259 +6%
NFG
769
Next Financial Group
Texas
$411K +$16.8K +178 +4%
OA
770
Oxbow Advisors
Texas
$410K +$275 +3 +0.1%
AWA
771
Arete Wealth Advisors
Illinois
$408K +$22.5K +246 +6%
KA
772
Kovack Advisors
Florida
$407K -$102K -1,114 -20%
CCA
773
Checchi Capital Advisers
California
$406K +$917 +10 +0.2%
PAS
774
Partnervest Advisory Services
California
$405K +$13.7K +150 +4%
BAM
775
Berkshire Asset Management
Pennsylvania
$405K +$39.3K +429 +11%