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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
826
Baldwin Wealth Partners
Massachusetts
$345K -$10.9K -119 -3%
SCM
827
SKBA Capital Management
California
$344K +$45.9K +500 +15%
CIA
828
Capital Investment Advisors
Georgia
$342K +$9.17K +100 +3%
IIM
829
Ipswich Investment Management
Massachusetts
$339K
PG
830
Patten Group
Tennessee
$339K
WOC
831
West Oak Capital
California
$338K -$22.9K -250 -6%
SFFS
832
Stonehage Fleming Financial Services
Jersey
$337K
IAM
833
Impax Asset Management
New Hampshire
$337K
Fiera Capital (Canada)
834
Fiera Capital (Canada)
Quebec, Canada
$336K -$84.2K -920 -20%
TNB
835
Thomasville National Bank
Georgia
$335K -$7.14K -78 -2%
HSA
836
HBK Sorce Advisory
Pennsylvania
$335K -$1.28K -14 -0.4%
BHBT
837
Burke & Herbert Bank & Trust
Virginia
$334K
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$334K +$190K +2,075 +132%
EWA
839
EP Wealth Advisors
California
$332K -$16.5K -180 -5%
BMC
840
Beaton Management Company
Massachusetts
$332K
GAM
841
Gotham Asset Management
New York
$331K +$331K +3,618 New
PFS
842
Prospera Financial Services
Texas
$330K +$1.1K +12 +0.3%
AssetMark Inc
843
AssetMark Inc
California
$327K +$36.7K +401 +13%
NIMC
844
NWQ Investment Management Company
California
$326K -$43.9M -479,089 -99%
PK
845
Pflug Koory
Nebraska
$325K +$9.17K +100 +3%
TMAM
846
Tokio Marine Asset Management
Japan
$324K -$24.7K -269 -7%
HA
847
Harbor Advisors
Florida
$324K
BFS
848
Bradley Foster & Sargent
Connecticut
$324K +$50.7K +553 +19%
PFP
849
Pinnacle Financial Partners
Tennessee
$322K
SCA
850
STALEY CAPITAL ADVISERS
Pennsylvania
$321K