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Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
776
Atlas Brown
Kentucky
$375K +$8.85K +110 +2%
BJL
777
Brighton Jones LLC
Washington
$374K +$4.02K +50 +1%
CIC
778
Crawford Investment Counsel
Georgia
$374K +$6.19K +77 +2%
BFC
779
Blue Fin Capital
Rhode Island
$371K -$6.04K -75 -2%
FBNAT
780
FirstMerit Bank N.A. Trustee
Ohio
$371K +$371K +4,610 New
EWA
781
EP Wealth Advisors
California
$370K -$39.1K -486 -10%
FNFDCM
782
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$368K +$148K +1,840 +67%
CS
783
Cannell & Spears
New York
$366K -$40.2K -500 -10%
PFS
784
Prospera Financial Services
Texas
$363K +$33K +410 +10%
PAM
785
Private Asset Management
California
$362K -$56.5K -703 -13%
MSS
786
Mitchell Sinkler & Starr
Pennsylvania
$362K -$45.8K -570 -11%
Envestnet Asset Management
787
Envestnet Asset Management
Illinois
$362K +$164K +2,041 +83%
WA
788
Waverly Advisors
Alabama
$360K +$1.13K +14 +0.3%
LPC
789
Loeb Partners Corp
New York
$359K
DVM
790
Dreman Value Management
Florida
$358K +$63.7K +792 +22%
EM
791
Excalibur Management
Massachusetts
$357K -$4.67K -58 -1%
GIS
792
Guardian Investor Services
New York
$352K -$20.3K -252 -5%
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$352K -$28.2K -350 -7%
BA
794
Birinyi Associates
Connecticut
$349K +$108K +1,340 +45%
RGC
795
Roberts, Glore & Co
Illinois
$347K
WEC
796
Winslow Evans & Crocker
Massachusetts
$346K +$5.15K +64 +2%
CAS
797
CTC Alternative Strategies
Illinois
$346K +$346K +4,300 New
BWP
798
Baldwin Wealth Partners
Massachusetts
$344K -$26.5K -329 -7%
STMM
799
South Texas Money Management
Texas
$344K +$6.51K +81 +2%
LCM
800
LVM Capital Management
Michigan
$342K -$16.1K -200 -4%