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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
PK
876
Pflug Koory
Nebraska
$340K
MFG
877
Monte Financial Group
Connecticut
$339K +$16.4K +171 +5%
PG
878
Patten Group
Tennessee
$338K -$14.4K -150 -4%
ECM
879
Evergreen Capital Management
Washington
$337K +$337K +3,509 New
SICM
880
Sustainable Insight Capital Management
New York
$336K
SCA
881
STALEY CAPITAL ADVISERS
Pennsylvania
$336K
LKIM
882
Lawson Kroeker Investment Management
Nebraska
$335K
EWA
883
EP Wealth Advisors
California
$331K
CAM
884
Cypress Asset Management
Texas
$330K -$74K -771 -18%
BHBT
885
Burke & Herbert Bank & Trust
Virginia
$330K -$19.2K -200 -5%
AFP
886
Ausdal Financial Partners
Iowa
$328K +$1.06K +11 +0.3%
AIM
887
Allen Investment Management
New York
$328K +$8.93K +93 +3%
RPC
888
Rossmore Private Capital
Connecticut
$328K +$99.9K +1,042 +44%
BAM
889
Barrett Asset Management
New York
$326K
MIA
890
MainStreet Investment Advisors
Illinois
$325K +$7.19K +75 +2%
AI
891
Atria Investments
North Carolina
$323K +$42.7K +445 +15%
OPTFSNA
892
Old Point Trust & Financial Services N A
Virginia
$322K -$4.81K -50 -1%
ATC
893
Argent Trust Co
Tennessee
$321K +$7.77K +81 +2%
TC
894
Trust Company
Kansas
$319K -$4.79K -50 -1%
IWA
895
Inspirion Wealth Advisors
Illinois
$319K
BA
896
Ballew Advisors
Mississippi
$318K
SAM
897
Summit Asset Management
Tennessee
$316K
ACM
898
Azimuth Capital Management
Michigan
$315K -$39.4K -410 -11%
MFW
899
Mosaic Family Wealth
Missouri
$315K -$28.8K -300 -8%
BB
900
Bell Bank
North Dakota
$315K -$3.55K -37 -1%