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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 %
PFBT
826
Parkside Financial Bank & Trust
Missouri
$268K +$5.53K +68 +2%
WTB
827
Washington Trust Bank
Washington
$267K -$239K -2,938 -47%
TCM
828
Twin Capital Management
Pennsylvania
$265K -$786K -9,690 -75%
NB
829
NBT Bank
New York
$262K -$13.3K -164 -5%
HSA
830
HBK Sorce Advisory
Pennsylvania
$261K -$6.02K -74 -2%
SFA
831
Sequoia Financial Advisors
Ohio
$260K -$244 -3 -0.1%
NPF
832
Norris Perne & French
Michigan
$259K -$28.5K -350 -10%
MIP
833
Marietta Investment Partners
Wisconsin
$259K
GLI
834
Guardian Life Insurance
New York
$258K -$12.6K -155 -5%
KIG
835
Kovitz Investment Group
Illinois
$258K
LIM
836
Loudon Investment Management
New Hampshire
$258K
KCM
837
Kanawha Capital Management
Virginia
$258K +$16.2K +200 +7%
RH
838
Rayner & Haynor
California
$257K -$18.3K -225 -7%
KFS
839
Kurt F. Somerville
$255K
NME
840
Notis-McConarty Edward
$255K
GGPS
841
Gary Goldberg Planning Services
New York
$248K -$1.22K -15 -0.5%
WPW
842
Waldron Private Wealth
Pennsylvania
$247K +$14.8K +183 +6%
HIM
843
Hillsdale Investment Management
Ontario, Canada
$245K -$97.7K -1,200 -29%
MAP
844
Managed Asset Portfolios
Michigan
$245K -$4.06K -50 -2%
CCM
845
CrestPoint Capital Management
Missouri
$244K
NES
846
New England Securities
New York
$244K +$11.1K +136 +5%
FCCM
847
First City Capital Management
Georgia
$243K
FCBT
848
First Citizens Bank & Trust
North Carolina
$242K -$1.79K -22 -0.7%
T
849
TradeWorx
New Jersey
$239K +$239K +2,945 New
PJSIMP
850
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K