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Phillips 66

1,026 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2014 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,026
Holders Change
-12
Holders Change %
-1.16%
% of All Funds
29.79%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
57
Increased
314
Reduced
473
Closed
61
Calls
$399M
Puts
$265M
Net Calls
+$134M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GLRA
876
Gerald L. Ray & Associates
Texas
$213K
TSW
877
Thompson Siegel & Walmsley
Virginia
$212K
CWM
878
Cabot Wealth Management
Massachusetts
$210K
BP
879
Ballentine Partners
Massachusetts
$210K +$162 +2 +0.1%
IH
880
IFC Holdings
Florida
$209K +$209K +2,574 New
DWM
881
Destination Wealth Management
California
$209K +$209K +2,574 New
HCM
882
Hodges Capital Management
Texas
$208K -$29.4K -362 -12%
ANB
883
Amarillo National Bank
Texas
$208K -$1.55K -19 -0.7%
FMWA
884
Forvis Mazars Wealth Advisors
Missouri
$208K
YMRC
885
Yorktown Management & Research Company
Virginia
$207K
SRC
886
Shufro Rose & Co
New York
$203K
BAS
887
Brown Advisory Securities
Maryland
$203K +$203K +2,501 New
PMG
888
ProVise Management Group
Florida
$202K -$39.9K -491 -16%
BFIM
889
Beese Fulmer Investment Management
Ohio
$202K
I
890
IberiaBank
Louisiana
$201K -$35.9K -441 -15%
AAM
891
Azzad Asset Management
Virginia
$200K +$200K +2,461 New
SC
892
Saiers Capital
New York
$195K +$195K +2,400 New
Group One Trading
893
Group One Trading
Illinois
$191K -$613K -7,520 -76%
BOK
894
Bank of Kentucky
Kentucky
$186K
FHA
895
First Horizon Advisors
Tennessee
$184K +$16.1K +198 +10%
SAMC
896
Shinko Asset Management Company
Japan
$179K -$8.12K -100 -4%
Cohen & Steers
897
Cohen & Steers
New York
$179K
ACM
898
Argent Capital Management
Missouri
$179K +$179K +2,200 New
TRCT
899
Tower Research Capital (TRC)
New York
$176K +$151K +1,866 +618%
WA
900
Winfield Associates
Ohio
$167K