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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 %
MIH
826
Madison Investment Holdings
Wisconsin
$259K
HT
827
HighTower Trust
Texas
$258K +$36.7K +477 +17%
LA
828
LVW Advisors
New York
$257K -$6.83K -89 -3%
BSW
829
Buckingham Strategic Wealth
Missouri
$257K +$56.1K +730 +28%
AIM
830
Allen Investment Management
New York
$255K -$24.6K -320 -9%
HPBT
831
High Point Bank & Trust
North Carolina
$255K
BAM
832
Berkshire Asset Management
Pennsylvania
$251K -$19.5K -254 -7%
NSAM
833
North Star Asset Management
Wisconsin
$249K -$2.3K -30 -0.9%
IWA
834
Inspirion Wealth Advisors
Illinois
$248K
AW
835
Alpha Windward
Massachusetts
$247K -$449K -5,833 -65%
WPW
836
Waldron Private Wealth
Pennsylvania
$247K -$23.1K -301 -9%
WTB
837
Washington Trust Bank
Washington
$246K -$3.08K -40 -1%
LKIM
838
Lawson Kroeker Investment Management
Nebraska
$246K
KIG
839
Kovitz Investment Group
Illinois
$246K
PAIA
840
Park Avenue Institutional Advisers
New York
$245K -$36.9K -480 -13%
KCM
841
Kanawha Capital Management
Virginia
$244K
SWM
842
SVA Wealth Management
Wisconsin
$241K -$3.92K -51 -2%
NME
843
Notis-McConarty Edward
$241K
KFS
844
Kurt F. Somerville
$241K
SCM
845
Schnieders Capital Management
California
$241K +$241K +3,133 New
DI
846
Diligent Investors
California
$239K -$24.8K -300 -9%
JPTCCM
847
J.P. Turner & Co Capital Management
Georgia
$236K -$334K -4,291 -59%
TGI
848
Tradewinds Global Investors
California
$236K +$236K +3,070 New
KFC
849
Klingenstein Fields & Co
New York
$235K
TFA
850
Transamerica Financial Advisors
Florida
$235K +$999 +13 +0.4%