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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 %
FWP
901
FAS Wealth Partners
Kansas
$276K
ST
902
Smithfield Trust
Pennsylvania
$275K +$32K +350 +13%
AA
903
Apriem Advisors
California
$273K +$17.2K +188 +7%
BJL
904
Brighton Jones LLC
Washington
$270K -$38.1K -416 -12%
BC
905
Bartlett & Co
Ohio
$270K +$36.6K +400 +16%
WA
906
WP Advisors
California
$266K -$27.1K -296 -9%
SHCM
907
Stokes & Hubbell Capital Management
Louisiana
$264K
NQWM
908
Northwest Quadrant Wealth Management
Oregon
$263K -$9.23K -99 -3%
MTC
909
McDaniel Terry & Co
Texas
$260K
HWA
910
HCR Wealth Advisors
California
$259K
BMCM
911
Bryn Mawr Capital Management
Pennsylvania
$259K +$259K +2,825 New
TAM
912
Todd Asset Management
Kentucky
$258K +$258K +2,816 New
WJA
913
Williams Jones & Associates
New York
$256K +$18.3K +200 +8%
ZIC
914
ZWJ Investment Counsel
Georgia
$255K -$41.2K -450 -14%
TWA
915
TCI Wealth Advisors
Arizona
$255K
CPIG
916
Chicago Partners Investment Group
Illinois
$255K +$172K +1,881 +208%
FC
917
Forte Capital
New York
$253K +$253K +2,759 New
WPW
918
Waldron Private Wealth
Pennsylvania
$252K
CPIM
919
Columbia Partners Investment Management
Virginia
$250K -$457 -5 -0.2%
CC
920
Cognios Capital
Kansas
$250K +$366 +4 +0.1%
EA
921
Edge Advisors
Georgia
$248K
ACM
922
Argent Capital Management
Missouri
$247K
BBA
923
BLB&B Advisors
Pennsylvania
$246K
DI
924
Diligent Investors
California
$245K -$4.57K -50 -2%
FLPIM
925
F.L. Putnam Investment Management
Massachusetts
$245K +$245K +2,672 New