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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
901
Jones Financial Companies
Missouri
$423K -$3.82K -34 -0.9%
VIA
902
Vident Investment Advisory
Georgia
$422K -$69.1K -615 -14%
PCG
903
Private Capital Group
Connecticut
$422K +$4.04K +36 +1%
FSA
904
Franklin Street Advisors
North Carolina
$421K
OPTFSNA
905
Old Point Trust & Financial Services N A
Virginia
$421K +$44.9K +400 +12%
BCB
906
Brian C. Broderick
$419K
BFIM
907
Beese Fulmer Investment Management
Ohio
$419K
UF
908
Univest Financial
Pennsylvania
$418K -$43.8K -390 -9%
SRC
909
Shufro Rose & Co
New York
$416K -$67.5K -600 -14%
TCM
910
Tributary Capital Management
Nebraska
$416K -$22.5K -200 -5%
TWA
911
TCI Wealth Advisors
Arizona
$416K +$104K +921 +33%
PCAP
912
Pratt Collard Advisory Partners
New York
$415K
CG
913
CFO4Life Group
Texas
$414K +$414K +3,693 New
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$414K -$10.1K -90 -2%
GP
915
Girard Partners
Pennsylvania
$410K -$4.95K -44 -1%
EWA
916
EP Wealth Advisors
California
$410K +$22.5K +200 +6%
LPIC
917
LeJeune Puetz Investment Counsel
Michigan
$407K -$16.9K -150 -4%
BFC
918
Blue Fin Capital
Rhode Island
$406K -$8.3K -74 -2%
VCA
919
Verdence Capital Advisors
Maryland
$406K +$77.2K +687 +23%
MWPCG
920
Measured Wealth Private Client Group
New Hampshire
$406K +$406K +3,617 New
WPA
921
West Paces Advisors
Georgia
$406K +$156K +1,391 +63%
PG
922
Patten Group
Tennessee
$405K +$9.99K +89 +3%
BDF
923
Balasa Dinverno & Foltz
$405K +$35.7K +318 +10%
JIC
924
Joel Isaacson & Co
New York
$403K -$54.9K -489 -12%
BMC
925
Beaton Management Company
Massachusetts
$403K