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Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Market Value Shares Shares
Change
Shares
Change %
HCM
876
Hodges Capital Management
Texas
$235K 2,921 -163 -5%
JRP
877
Jasper Ridge Partners
California
$234K 2,910
I
878
IberiaBank
Louisiana
$234K 2,910 +2,910 New
PJSIMP
879
P.J. Schmidt Investment Management (PJS)
Wisconsin
$233K 2,900 -1,200 -29%
CBT
880
Central Bank & Trust
Kentucky
$232K 3,011
W
881
Wealthfront
California
$231K 2,834 +1,166 +70%
NES
882
New England Securities
New York
$230K 2,866 -262 -8%
WPW
883
Waldron Private Wealth
Pennsylvania
$230K 2,864 -52 -2%
BWM
884
Braver Wealth Management
Massachusetts
$230K 2,863 +3 +0.1%
LI
885
LMCG Investments
Massachusetts
$229K 2,847 -200 -7%
CFMC
886
Curbstone Financial Management Corp
New Hampshire
$229K 2,852
MTC
887
McDaniel Terry & Co
Texas
$229K 2,843
MWP
888
Moller Wealth Partners
$227K 2,826
CFSG
889
Community Financial Services Group
Vermont
$225K 2,800
WT
890
Washington Trust
Rhode Island
$225K 2,792 +2,792 New
BSW
891
Buckingham Strategic Wealth
Missouri
$224K 2,787 +2,787 New
MBE
892
Michael B. Elefante
$221K 2,750
GRQ
893
Gardner Russo & Quinn
Pennsylvania
$219K 2,720
BMO
894
Beck Mack & Oliver
New York
$217K 2,700 -200 -7%
AB
895
AT Bancorp
Iowa
$216K 2,681
BFM
896
Boston Financial Management
Massachusetts
$215K 2,670 +2,670 New
EIA
897
Edgemoor Investment Advisors
Maryland
$214K 2,666 +12 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
898
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$214K 2,500 +2,500 New
MBTD
899
Mechanics Bank - Trust Department
California
$213K 2,642 -600 -19%
CC
900
Courier Capital
New York
$213K 2,654 -57 -2%