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Phillips 66

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
826
Berkshire Asset Management
Pennsylvania
$326K +$11.1K +129 +4%
PG
827
Patten Group
Tennessee
$325K -$16.3K -197 -5%
SWM
828
Segment Wealth Management
Texas
$321K +$259 +3 +0.1%
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$319K -$21.1K -245 -6%
SFFS
830
Stonehage Fleming Financial Services
Jersey
$318K -$145K -1,675 -31%
BB
831
Bell Bank
North Dakota
$318K -$31.9K -369 -9%
KIA
832
KCM Investment Advisors
California
$316K -$75.5K -873 -19%
OPTFSNA
833
Old Point Trust & Financial Services N A
Virginia
$315K
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$314K -$17.3K -200 -5%
PAM
835
Private Asset Management
California
$314K -$10.2K -118 -3%
WA
836
WealthTrust Axiom
Pennsylvania
$314K -$1.47K -17 -0.5%
PAS
837
Partnervest Advisory Services
California
$312K -$173 -2 -0.1%
FSA
838
Franklin Street Advisors
North Carolina
$311K +$6.49K +75 +2%
AW
839
ACG Wealth
Georgia
$309K -$21.1K -244 -6%
UR
840
USCA RIA
Texas
$308K +$34.6K +401 +13%
AI
841
Atria Investments
North Carolina
$308K +$65.4K +756 +27%
HA
842
Harbor Advisors
Florida
$306K +$306K +3,541 New
BCM
843
Brookstone Capital Management
Illinois
$306K +$306K +3,543 New
GKWIM
844
Gerber Kawasaki Wealth & Investment Management
California
$304K -$501K -5,810 -62%
AIP
845
Almanack Investment Partners
Pennsylvania
$304K +$304K +3,523 New
CPIG
846
Chicago Partners Investment Group
Illinois
$303K -$6.92K -80 -2%
DLA
847
Douglas Lane & Associates
New York
$302K -$23.7K -274 -7%
SCA
848
STALEY CAPITAL ADVISERS
Pennsylvania
$302K
BCM
849
Bienville Capital Management
New York
$300K
EDRIA
850
Edmonds Duncan Registered Investment Advisors
Kansas
$299K