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Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
901
Partnervest Advisory Services
California
$250K +$34.1K +395 +16%
SHCM
902
Stokes & Hubbell Capital Management
Louisiana
$249K
IAM
903
Impax Asset Management
New Hampshire
$249K +$11.9K +138 +5%
KFC
904
Klingenstein Fields & Co
New York
$247K -$17.3K -200 -7%
MTC
905
McDaniel Terry & Co
Texas
$246K
MWP
906
Moller Wealth Partners
$245K
ACM
907
Argent Capital Management
Missouri
$245K +$10.8K +125 +5%
FFA
908
First Foundation Advisors
California
$245K +$245K +2,828 New
TNB
909
Thomasville National Bank
Georgia
$244K -$7.02K -81 -3%
KFS
910
Kurt F. Somerville
$242K -$28.9K -335 -11%
MWM
911
Mission Wealth Management
California
$240K +$240K +2,776 New
CNBT
912
Canandaigua National Bank & Trust
New York
$238K -$186K -2,151 -44%
CC
913
Cognios Capital
Kansas
$237K -$60.1K -696 -20%
NFG
914
Next Financial Group
Texas
$236K +$33.5K +387 +17%
SRC
915
Shufro Rose & Co
New York
$234K +$17.3K +200 +8%
BW
916
Bison Wealth
Georgia
$232K -$356K -4,120 -61%
KA
917
Kovack Advisors
Florida
$231K -$25.7K -297 -10%
BFA
918
Benedict Financial Advisors
Georgia
$231K -$18.1K -209 -7%
CIC
919
Carnegie Investment Counsel
Ohio
$231K
KL
920
KWMG LLC
Kansas
$231K +$87 +1 +0%
BP
921
Ballentine Partners
Massachusetts
$230K -$22.3K -256 -9%
OI
922
Oakbrook Investments
Illinois
$229K -$17.3K -200 -7%
BIA
923
Barry Investment Advisors
Massachusetts
$229K -$519 -6 -0.2%
GW
924
GW & Wade
Massachusetts
$229K +$5.02K +58 +2%
WDA
925
Wendell David Associates
New Hampshire
$229K +$229K +2,637 New