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Phillips 66

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
776
Howland Capital Management
Massachusetts
$348K -$119K -1,462 -25%
BWP
777
Baldwin Wealth Partners
Massachusetts
$348K
PFS
778
Prospera Financial Services
Texas
$347K -$3.89K -50 -1%
LCM
779
LVM Capital Management
Michigan
$346K
PGFC
780
Peapack-Gladstone Financial Corp
New Jersey
$343K -$12.4K -152 -3%
RIM
781
RS Investment Management
California
$342K
WEC
782
Winslow Evans & Crocker
Massachusetts
$342K -$8.13K -100 -2%
WA
783
WealthTrust Axiom
Pennsylvania
$336K +$163 +2 +0%
HRIA
784
Haberer Registered Investment Advisor
Ohio
$336K +$176K +2,160 +109%
SFT
785
Simmons First Trust
Arkansas
$335K
PL
786
Plancorp LLC
Missouri
$331K +$331K +4,085 New
FWP
787
FAS Wealth Partners
Kansas
$330K -$3.01K -37 -0.9%
BIM
788
Baldwin Investment Management
Pennsylvania
$329K +$40.6K +500 +14%
CWM
789
Concert Wealth Management
California
$328K -$21.4K -262 -6%
KFC
790
Klingenstein Fields & Co
New York
$326K
W
791
Wealthfront
California
$325K +$94.7K +1,165 +41%
GIS
792
Guardian Investor Services
New York
$322K -$33K -406 -9%
CCA
793
Checchi Capital Advisers
California
$322K +$53.4K +657 +20%
MA
794
Montag & Associates
Georgia
$321K -$61K -750 -16%
PAMG
795
Patton Albertson Miller Group
Tennessee
$320K -$66.6K -810 -17%
DTL
796
Dynamic Technology Lab
Singapore
$319K +$319K +3,922 New
RCAG
797
Rehmann Capital Advisory Group
Michigan
$318K -$3.9K -48 -1%
OPTFSNA
798
Old Point Trust & Financial Services N A
Virginia
$312K -$4.06K -50 -1%
PAG
799
Pinnacle Advisory Group
Maryland
$312K
PCM
800
Prelude Capital Management
New York
$312K +$45.7K +562 +17%