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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
876
Williams Jones & Associates
New York
$238K +$31.8K +400 +15%
FFC
877
First Financial Corp
Indiana
$237K -$266K -3,356 -53%
YP
878
Yellowstone Partners
Idaho
$235K -$3.18K -40 -1%
PAIA
879
Park Avenue Institutional Advisers
New York
$235K -$2.06K -26 -0.9%
CG
880
Cutler Group
California
$235K +$156K +1,966 +196%
BHBT
881
Burke & Herbert Bank & Trust
Virginia
$235K +$235K +2,961 New
CWM
882
Cabot Wealth Management
Massachusetts
$231K +$31.7K +400 +16%
SHCM
883
Stokes & Hubbell Capital Management
Louisiana
$228K
VF
884
Virtu Financial
New York
$228K +$228K +2,874 New
KFC
885
Klingenstein Fields & Co
New York
$227K
WP
886
WealthSource Partners
California
$227K +$227K +2,856 New
MTC
887
McDaniel Terry & Co
Texas
$226K
JIM
888
Jupiter Investment Management
United Kingdom
$225K +$225K +2,838 New
MWP
889
Moller Wealth Partners
$224K
ACM
890
Argent Capital Management
Missouri
$224K
BWM
891
Braver Wealth Management
Massachusetts
$223K -$27.7K -350 -11%
NFG
892
Next Financial Group
Texas
$219K +$3.17K +40 +1%
CC
893
Cognios Capital
Kansas
$218K +$712 +9 +0.3%
ARMT
894
Amica Retiree Medical Trust
Rhode Island
$218K +$218K +2,743 New
DI
895
Diligent Investors
California
$217K +$11.4K +144 +6%
WA
896
WFG Advisors
Texas
$215K -$62.3K -785 -22%
HIC
897
Holderness Investments Company
North Carolina
$215K +$6.35K +80 +3%
SRC
898
Shufro Rose & Co
New York
$214K
BFA
899
Benedict Financial Advisors
Georgia
$214K +$956 +12 +0.4%
KL
900
KWMG LLC
Kansas
$211K -$954 -12 -0.4%