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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 %
WT
751
Whittier Trust
California
$709K
SC
752
Savant Capital
Illinois
$708K +$2.25K +20 +0.3%
SWM
753
Segment Wealth Management
Texas
$707K +$266K +2,371 +60%
FIM
754
Frontier Investment Management
Texas
$704K +$53.7K +478 +8%
VWA
755
V Wealth Advisors
Kansas
$703K -$11.2K -99 -2%
NSAM
756
North Star Asset Management
Wisconsin
$701K
CT
757
CPF Texas
Texas
$701K +$701K +6,246 New
GTAM
758
Global Trust Asset Management
Florida
$697K
VNA
759
Valley National Advisers
Pennsylvania
$694K -$49.5K -441 -7%
MRCM
760
M&R Capital Management
New Jersey
$694K -$20.3K -181 -3%
WA
761
WBH Advisory
Maryland
$690K -$112 -1 -0%
NL
762
NVWM LLC
Pennsylvania
$689K +$10.1K +90 +1%
Cetera Investment Advisers
763
Cetera Investment Advisers
Illinois
$687K -$92.2K -821 -12%
CA
764
Cullinan Associates
Kentucky
$685K -$5.37M -47,800 -89%
HAG
765
HighPoint Advisor Group
Illinois
$685K -$2.53K -22 -0.4%
CG
766
Caprock Group
Idaho
$685K +$2.7K +24 +0.4%
SAM
767
SignalPoint Asset Management
Missouri
$683K -$154K -1,370 -18%
SFSIG
768
San Francisco Sentry Investment Group
California
$680K -$1.45M -12,908 -68%
HCA
769
Heck Capital Advisors
Wisconsin
$676K +$676K +6,021 New
BO
770
Bank OZK
Arkansas
$676K +$22.3K +199 +3%
SS
771
Simplicity Solutions
Minnesota
$669K +$319K +2,835 +91%
REMPR
772
Roof Eidam Maycock Peralta (REMP)
California
$664K
DWT
773
Dorsey & Whitney Trust
South Dakota
$662K -$70.2K -625 -10%
FIM
774
Fruth Investment Management
Texas
$660K
KA
775
Kovack Advisors
Florida
$655K -$63K -561 -9%