PSX icon

Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
876
Inspirion Wealth Advisors
Illinois
$295K
BCB
877
Brian C. Broderick
$294K -$135K -1,475 -32%
DAC
878
Dividend Assets Capital
South Carolina
$294K
Grantham, Mayo, Van Otterloo & Co (GMO)
879
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$293K
DLA
880
Douglas Lane & Associates
New York
$291K +$8.26K +90 +3%
SG
881
Somerset Group
Minnesota
$290K
BDF
882
Balasa Dinverno & Foltz
$290K +$5.5K +60 +2%
Kovitz Investment Group Partners
883
Kovitz Investment Group Partners
Illinois
$289K -$4.58K -50 -2%
WPC
884
Waters Parkerson & Co
Louisiana
$288K -$42.3K -462 -13%
WA
885
WealthTrust Axiom
Pennsylvania
$288K -$36.2K -396 -11%
YP
886
Yellowstone Partners
Idaho
$288K +$288K +3,140 New
WT
887
Washington Trust
Rhode Island
$286K -$27.5K -300 -9%
AW
888
Alpha Windward
Massachusetts
$286K -$91 -1 -0%
CA
889
Capital Advantage
California
$285K -$43.5K -475 -13%
TCOV
890
Trust Company of Vermont
Vermont
$285K -$3.76K -41 -1%
NME
891
Notis-McConarty Edward
$284K -$4.04K -44 -1%
RWP
892
RWA Wealth Partners
Massachusetts
$284K +$284K +3,105 New
SCP
893
Syntal Capital Partners
Texas
$283K -$3.66K -40 -1%
MSAM
894
Moloney Securities Asset Management
Missouri
$282K -$641 -7 -0.2%
PAM
895
Private Asset Management
California
$280K -$41.4K -452 -13%
HIIFS
896
Harel Insurance Investments & Financial Services
Israel
$279K -$157K -1,720 -36%
FHA
897
Flagship Harbor Advisors
Massachusetts
$279K +$26.3K +283 +10%
AIP
898
Ahrens Investment Partners
Louisiana
$278K +$183 +2 +0.1%
CIC
899
Carnegie Investment Counsel
Ohio
$277K
EDRIA
900
Edmonds Duncan Registered Investment Advisors
Kansas
$277K