PSX icon

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 %
EWA
851
EP Wealth Advisors
California
$234K
AW
852
ACG Wealth
Georgia
$232K -$8.31K -108 -3%
CA
853
Capital Advantage
California
$232K +$1.69K +22 +0.7%
CCM
854
Canal Capital Management
Virginia
$232K +$1.69K +22 +0.7%
TWA
855
TCI Wealth Advisors
Arizona
$232K +$11.5K +150 +5%
MIP
856
Marietta Investment Partners
Wisconsin
$230K +$230K +2,457 New
BFM
857
Boothbay Fund Management
New York
$230K +$230K +2,995 New
BP
858
Ballentine Partners
Massachusetts
$227K +$922 +12 +0.4%
NFG
859
Next Financial Group
Texas
$227K +$7.28K +95 +3%
TC
860
Trust Company
Kansas
$226K +$9.46K +123 +4%
EWM
861
Empirical Wealth Management
Washington
$225K -$11.5K -150 -5%
CC
862
Courier Capital
New York
$225K
TNB
863
Thomasville National Bank
Georgia
$223K -$12.9K -167 -5%
KIA
864
KCM Investment Advisors
California
$221K -$12.5K -163 -5%
SHCM
865
Stokes & Hubbell Capital Management
Louisiana
$221K +$221K +2,877 New
GW
866
GW & Wade
Massachusetts
$219K +$19.1K +249 +10%
EIA
867
Edgemoor Investment Advisors
Maryland
$219K +$219K +2,844 New
BCM
868
Bluefin Capital Management
New York
$219K +$219K +2,850 New
MTC
869
McDaniel Terry & Co
Texas
$218K -$4.6K -60 -2%
MWP
870
Moller Wealth Partners
$217K
SCA
871
Secor Capital Advisors
New York
$216K -$111K -1,445 -34%
BWM
872
Braver Wealth Management
Massachusetts
$216K
KL
873
KWMG LLC
Kansas
$215K -$846 -11 -0.4%
CFSG
874
Community Financial Services Group
Vermont
$215K
GLI
875
Guardian Life Insurance
New York
$215K +$32.4K +422 +18%