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Phillips 66

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
851
E&G Advisors
Texas
$384K -$131K -1,300 -25%
TIA
852
Tiemann Investment Advisors
California
$383K -$5.06K -50 -1%
JIC
853
Joel Isaacson & Co
New York
$383K +$1.11K +11 +0.3%
EM
854
Excalibur Management
Massachusetts
$381K -$7.08K -70 -2%
BFIM
855
Beese Fulmer Investment Management
Ohio
$381K -$3.04K -30 -0.8%
BWP
856
Baldwin Wealth Partners
Massachusetts
$381K
FB
857
Fulton Bank
Pennsylvania
$378K -$33.7K -333 -8%
CIA
858
Capital Investment Advisors
Georgia
$375K -$2.43K -24 -0.6%
IIM
859
Ipswich Investment Management
Massachusetts
$375K
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$374K +$5.56K +55 +2%
ACM
861
Azimuth Capital Management
Michigan
$373K -$106K -1,050 -22%
BFC
862
Blue Fin Capital
Rhode Island
$373K -$30.3K -300 -8%
PG
863
Patten Group
Tennessee
$371K -$2.53K -25 -0.7%
SWM
864
Segment Wealth Management
Texas
$371K +$36K +356 +11%
CA
865
CapWealth Advisors
Tennessee
$370K -$46.6K -460 -11%
WOC
866
West Oak Capital
California
$369K -$5.06K -50 -1%
BHBT
867
Burke & Herbert Bank & Trust
Virginia
$368K
ACI
868
Alpha Cubed Investments
California
$368K +$23.7K +235 +7%
CA
869
Centerpoint Advisors
Massachusetts
$365K +$365K +3,607 New
MFW
870
Mosaic Family Wealth
Missouri
$363K -$670K -6,625 -65%
BMC
871
Beaton Management Company
Massachusetts
$363K -$3.13K -31 -0.9%
HB
872
Homrich & Berg
Georgia
$360K -$22.2K -220 -6%
LWS
873
Lucia Wealth Services
California
$359K +$359K +3,548 New
PK
874
Pflug Koory
Nebraska
$358K
HA
875
Harbor Advisors
Florida
$358K