PSX icon

Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
801
Kovitz Investment Group Partners
Illinois
$619K +$5.12K +50 +0.8%
HSA
802
HBK Sorce Advisory
Pennsylvania
$617K +$2.36K +23 +0.4%
HCA
803
Heck Capital Advisors
Wisconsin
$617K
SRAM
804
Stone Ridge Asset Management
New York
$614K +$287K +2,800 +88%
IAA
805
Independent Advisor Alliance
North Carolina
$607K -$251K -2,448 -29%
VFA
806
Voya Financial Advisors
Connecticut
$601K -$45.6K -440 -7%
DCM
807
Driehaus Capital Management
Illinois
$600K -$220K -2,143 -27%
GCP
808
GSA Capital Partners
United Kingdom
$600K +$600K +5,859 New
DWT
809
Dorsey & Whitney Trust
South Dakota
$599K +$43.6K +426 +8%
HAG
810
HighPoint Advisor Group
Illinois
$599K +$119K +998 +25%
BSA
811
Bull Street Advisors
Georgia
$591K +$591K +5,776 New
RBFC
812
Roman Butler Fullerton & Co
Missouri
$590K -$33.1K -323 -5%
AI
813
ArchPoint Investors
Florida
$590K
BOPW
814
Brandywine Oak Private Wealth
Pennsylvania
$590K +$48K +469 +9%
WTC
815
WhitTier Trust Company
Nevada
$587K -$2.56K -25 -0.4%
DAS
816
Dynamic Advisor Solutions
Arizona
$586K +$205 +2 +0%
CWM
817
Cornerstone Wealth Management
Missouri
$582K -$28.1K -274 -5%
CS
818
Cannell & Spears
New York
$581K +$4.92K +48 +0.9%
SC
819
Saturna Capital
Washington
$579K -$46K -450 -7%
PT
820
Plimoth Trust
Massachusetts
$575K
BAM
821
Berkshire Asset Management
Pennsylvania
$575K +$6.24K +61 +1%
PNC
822
Park National Corp
Ohio
$570K -$3.58K -35 -0.6%
Lido Advisors
823
Lido Advisors
California
$569K +$234K +2,285 +70%
TCOT
824
Trust Company of Toledo
Ohio
$568K
TSS
825
Two Sigma Securities
New York
$568K +$568K +5,548 New