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Phillips 66

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PL
901
Perpetual Ltd
Australia
$447K
RGC
902
Roberts, Glore & Co
Illinois
$447K
OPTFSNA
903
Old Point Trust & Financial Services N A
Virginia
$445K +$22.5K +200 +5%
USGIU
904
U.S. Global Investors (USGI)
Texas
$445K +$445K +3,951 New
TIA
905
Tiemann Investment Advisors
California
$444K
TCM
906
Tuttle Capital Management
Connecticut
$444K +$336K +2,988 +312%
CAM
907
Columbia Asset Management
Michigan
$443K +$7.89K +70 +2%
WPC
908
Waters Parkerson & Co
Louisiana
$442K
WSTAM
909
Wilbanks Smith & Thomas Asset Management
Virginia
$441K -$9.83K -87 -2%
BWP
910
Baldwin Wealth Partners
Massachusetts
$441K +$16K +142 +4%
HIM
911
Hillsdale Investment Management
Ontario, Canada
$441K +$441K +3,910 New
MWM
912
Mission Wealth Management
California
$436K -$1.92K -17 -0.4%
ECM
913
Evergreen Capital Management
Washington
$436K +$89.4K +794 +26%
CA
914
Centerpoint Advisors
Massachusetts
$435K
SCM
915
SKBA Capital Management
California
$434K
GP
916
Girard Partners
Pennsylvania
$434K +$23.8K +212 +6%
Lido Advisors
917
Lido Advisors
California
$433K +$433K +3,843 New
ECM
918
Estabrook Capital Management
New York
$431K -$18.6K -165 -4%
S
919
SignatureFD
Georgia
$427K +$23.7K +210 +6%
JC
920
Jacobs & Co
California
$424K
BP
921
Ballentine Partners
Massachusetts
$422K -$13.6K -121 -3%
BFIM
922
Beese Fulmer Investment Management
Ohio
$421K
RMCM
923
Reynders McVeigh Capital Management
Massachusetts
$420K -$31K -275 -7%
BCB
924
Brian C. Broderick
$420K
PCAP
925
Pratt Collard Advisory Partners
New York
$416K