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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
NCMW
851
Northern Capital Management (Wisconsin)
Wisconsin
$500K -$124K -1,107 -20%
AWM
852
Altium Wealth Management
New York
$499K +$145K +1,292 +41%
IAMOG
853
Investors Asset Management of Georgia
Georgia
$496K -$11.2K -100 -2%
CANY
854
Caxton Associates (New York)
New York
$493K +$493K +4,387 New
NIT
855
NumerixS Investment Technologies
British Columbia, Canada
$492K +$492K +4,400 New
BCM
856
Brookstone Capital Management
Illinois
$491K +$138K +1,234 +39%
CAM
857
Cypress Asset Management
Texas
$489K +$103K +917 +27%
SFG
858
Sather Financial Group
Texas
$484K +$28.1K +250 +6%
GG
859
Gofen & Glossberg
Illinois
$479K +$11.2K +100 +2%
SC
860
SRB Corp
Massachusetts
$478K +$219K +1,948 +85%
ARMC
861
American Research & Management Company
Massachusetts
$476K
CIA
862
Capital Investment Advisors
Georgia
$474K +$49.9K +445 +12%
ACA
863
Atlas Capital Advisors
Wyoming
$469K -$119K -1,074 -20%
PCM
864
Poehling Capital Management
Wisconsin
$467K -$166K -1,477 -26%
LNB
865
Ledyard National Bank
$467K -$5.62K -50 -1%
YWP
866
YorkBridge Wealth Partners
New York
$467K -$674 -6 -0.1%
FMLI
867
Fukoku Mutual Life Insurance
Japan
$466K
MCA
868
Mercer Capital Advisers
New Jersey
$466K
HB
869
Homrich & Berg
Georgia
$465K -$19.2K -171 -4%
CPC
870
Congress Park Capital
New York
$465K +$112 +1 +0%
CIM
871
Corbyn Investment Management
Maryland
$463K
FCMT
872
Founders Capital Management (Texas)
Texas
$462K -$68.6K -610 -13%
RG
873
Rathbones Group
United Kingdom
$461K -$6.63K -59 -1%
PAS
874
Partnervest Advisory Services
California
$459K -$112 -1 -0%
WIA
875
Westbourne Investment Advisors
Maryland
$455K