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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 %
LKIM
851
Lawson Kroeker Investment Management
Nebraska
$320K
GP
852
Girard Partners
Pennsylvania
$320K +$20.4K +223 +7%
GXMC
853
Global X Management Company
New York
$317K +$22.1K +241 +7%
AFP
854
Ausdal Financial Partners
Iowa
$314K +$30.6K +334 +11%
GLRA
855
Gerald L. Ray & Associates
Texas
$313K
ACI
856
Alpha Cubed Investments
California
$312K +$312K +3,408 New
OPTFSNA
857
Old Point Trust & Financial Services N A
Virginia
$311K -$9.15K -100 -3%
Fisher Asset Management
858
Fisher Asset Management
Washington
$311K -$5.22K -57 -2%
SRC
859
Shufro Rose & Co
New York
$311K +$22.9K +250 +8%
ATC
860
Argent Trust Co
Tennessee
$306K
FCH
861
Freestone Capital Holdings
Washington
$305K -$27K -295 -8%
AIM
862
Allen Investment Management
New York
$305K
BB
863
Bell Bank
North Dakota
$304K -$16.2K -177 -5%
SWM
864
Segment Wealth Management
Texas
$304K -$15K -163 -5%
SWK
865
Stephen W. Kidder
$303K
AIP
866
Almanack Investment Partners
Pennsylvania
$301K -$47.3K -516 -14%
SAM
867
Summit Asset Management
Tennessee
$301K
Carson Wealth (CWM LLC)
868
Carson Wealth (CWM LLC)
Nebraska
$300K -$28.5K -311 -9%
BCM
869
Brookstone Capital Management
Illinois
$298K -$5.41K -59 -2%
CC
870
Cadinha & Co
Hawaii
$298K
GT
871
Greenleaf Trust
Michigan
$298K +$12.4K +135 +4%
WIS
872
Wright Investors Service
Connecticut
$298K +$298K +3,255 New
TC
873
Trust Company
Kansas
$296K -$1.83K -20 -0.6%
CCM
874
Canal Capital Management
Virginia
$295K -$117K -1,273 -28%
BP
875
Ballentine Partners
Massachusetts
$295K -$9.37K -102 -3%