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Phillips 66

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M
Name Holding Trade Value Shares
Change
Shares
Change %
RGC
776
Roberts, Glore & Co
Illinois
$322K
AUB
777
Atlantic Union Bankshares
Virginia
$321K +$321K +4,180 New
WEC
778
Winslow Evans & Crocker
Massachusetts
$321K -$1.84K -24 -0.6%
SFA
779
Sequoia Financial Advisors
Ohio
$320K -$25.2K -328 -7%
IH
780
IFC Holdings
Florida
$320K -$6.75K -86 -2%
AA
781
Ancora Advisors
Ohio
$319K -$231K -3,000 -42%
EM
782
Excalibur Management
Massachusetts
$317K -$3.84K -50 -1%
BWP
783
Baldwin Wealth Partners
Massachusetts
$317K
SAM
784
Symphony Asset Management
California
$315K +$315K +4,107 New
PAM
785
Private Asset Management
California
$313K -$27.8K -361 -8%
TIA
786
Tiemann Investment Advisors
California
$313K -$15.4K -200 -5%
PFSC
787
Peoples Financial Services Corp
Pennsylvania
$313K
SIG
788
Schooner Investment Group
Pennsylvania
$312K -$156K -2,000 -33%
SC
789
Scotia Capital
Ontario, Canada
$309K -$62.4K -812 -17%
HIM
790
Hillsdale Investment Management
Ontario, Canada
$308K
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$305K -$15.4K -200 -5%
SG
792
Somerset Group
Minnesota
$300K
IIM
793
Ipswich Investment Management
Massachusetts
$300K +$87.9K +1,145 +41%
NCM
794
Novare Capital Management
North Carolina
$299K
JIM
795
Jupiter Investment Management
United Kingdom
$299K +$299K +3,900 New
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$296K -$118K -1,532 -28%
ATC
797
Argent Trust Co
Tennessee
$291K +$38.4K +500 +15%
BFIM
798
Beese Fulmer Investment Management
Ohio
$290K +$84.5K +1,100 +41%
SWM
799
Stockman Wealth Management
Montana
$287K +$287K +3,743 New
FNT
800
First National Trust
Pennsylvania
$285K +$24.9K +325 +10%