PSX icon

Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
SMH
851
Sanders Morris Harris
Texas
$259K -$2.33M -29,315 -90%
CC
852
Cadinha & Co
Hawaii
$258K -$22.2K -280 -8%
CWM
853
CIBC World Markets
New York
$258K +$55.5K +699 +27%
NL
854
NWAM LLC
Washington
$257K -$12.2K -154 -5%
NSAM
855
North Star Asset Management
Wisconsin
$257K
WBG
856
Wharton Business Group
Pennsylvania
$257K +$4.68K +59 +2%
IWA
857
Inspirion Wealth Advisors
Illinois
$256K
TC
858
Trust Company
Kansas
$254K -$6.74K -85 -3%
LKIM
859
Lawson Kroeker Investment Management
Nebraska
$254K
YMRC
860
Yorktown Management & Research Company
Virginia
$254K
WPW
861
Waldron Private Wealth
Pennsylvania
$252K -$3.99K -50 -2%
KCM
862
Kanawha Capital Management
Virginia
$252K
IAM
863
Impax Asset Management
New Hampshire
$252K +$23.8K +300 +10%
WIS
864
Wright Investors Service
Connecticut
$250K -$516K -6,495 -67%
FCCM
865
First City Capital Management
Georgia
$249K -$4.91K -62 -2%
IWA
866
Intercontinental Wealth Advisors
Texas
$249K -$1.27K -16 -0.5%
NME
867
Notis-McConarty Edward
$249K
Kovitz Investment Group Partners
868
Kovitz Investment Group Partners
Illinois
$247K -$27K -340 -10%
VWA
869
V Wealth Advisors
Kansas
$247K +$6.15K +77 +3%
TWA
870
TCI Wealth Advisors
Arizona
$246K
AW
871
Alpha Windward
Massachusetts
$243K +$1.43K +18 +0.6%
PAS
872
Partnervest Advisory Services
California
$243K +$13.9K +175 +6%
DWM
873
Destination Wealth Management
California
$240K +$37.4K +472 +18%
PFBT
874
Parkside Financial Bank & Trust
Missouri
$239K
BPCA
875
Bank Pictet & Cie (Asia)
Singapore
$238K