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Phillips 66

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
851
First City Capital Management
Georgia
$232K +$1.93K +25 +0.8%
CBT
852
Central Bank & Trust
Kentucky
$232K
AUB
853
Atlantic Union Bankshares
Virginia
$232K +$232K +4,021 New
BCM
854
Blenheim Capital Management
New Jersey
$231K +$231K +3,000 New
BA
855
Birinyi Associates
Connecticut
$231K +$231K +3,000 New
PMG
856
ProVise Management Group
Florida
$230K -$58.9K -762 -20%
GP
857
Girard Partners
Pennsylvania
$230K +$4.25K +55 +2%
FCBT
858
First Citizens Bank & Trust
North Carolina
$228K -$17.9K -233 -7%
TWA
859
TCI Wealth Advisors
Arizona
$227K
BGAM
860
Boussard & Gavaudan Asset Management
United Kingdom
$226K -$49.9K -649 -18%
WPW
861
Waldron Private Wealth
Pennsylvania
$225K -$2.39K -31 -1%
JRP
862
Jasper Ridge Partners
California
$224K
BMO
863
Beck Mack & Oliver
New York
$223K -$107K -1,396 -32%
GGPS
864
Gary Goldberg Planning Services
New York
$221K -$34.9K -453 -14%
CFMC
865
Curbstone Financial Management Corp
New Hampshire
$220K +$220K +2,852 New
BWM
866
Braver Wealth Management
Massachusetts
$220K +$220K +2,860 New
MTC
867
McDaniel Terry & Co
Texas
$219K
NSAM
868
North Star Asset Management
Wisconsin
$218K -$11.7K -152 -5%
MWP
869
Moller Wealth Partners
$218K
CFSG
870
Community Financial Services Group
Vermont
$216K +$216K +2,800 New
KIG
871
Kovitz Investment Group
Illinois
$215K +$8.87K +127 +4%
FMWA
872
Forvis Mazars Wealth Advisors
Missouri
$214K -$41.5K -539 -16%
IIM
873
Ipswich Investment Management
Massachusetts
$213K -$81.3K -1,055 -28%
SFA
874
Sequoia Financial Advisors
Ohio
$213K +$8.96K +116 +4%
MBE
875
Michael B. Elefante
$212K