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Phillips 66

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
926
Kurt F. Somerville
$203K -$3.25K -41 -2%
RCAG
927
Rehmann Capital Advisory Group
Michigan
$203K +$2.93K +37 +1%
RBC
928
Ronald Blue & Co
Georgia
$202K +$202K +2,540 New
HI
929
Hudock Inc
Pennsylvania
$197K +$22.8K +288 +13%
CFA
930
CT Financial Advisors
Pennsylvania
$196K
AA
931
Apriem Advisors
California
$193K +$23.8K +300 +14%
AIP
932
Almanack Investment Partners
Pennsylvania
$189K -$89.6K -1,133 -32%
SBL
933
Sargent Bickham Lagudis
Colorado
$189K +$3.33K +42 +2%
FANJ
934
Financial Architects (New Jersey)
New Jersey
$189K +$85.7K +1,080 +83%
WA
935
WFG Advisors
Texas
$182K -$4.03K -51 -2%
AssetMark Inc
936
AssetMark Inc
California
$182K -$1.82K -23 -1%
LA
937
Legacy Advisors
Pennsylvania
$182K
CFN
938
Cordasco Financial Network
Florida
$174K
IWM
939
IHT Wealth Management
Illinois
$165K +$55.7K +717 +51%
JWM
940
Jacobus Wealth Management
Wisconsin
$162K
SIAP
941
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$160K
EFSCE
942
Enterprise Financial Services Corp (EFSC)
Missouri
$159K -$3.96K -50 -2%
SWA
943
Sutton Wealth Advisors
Florida
$153K -$10.7K -135 -7%
QCG
944
Quadrant Capital Group
Ohio
$153K +$4.56K +61 +3%
ADL
945
Asset Dedication LLC
California
$152K -$5.83K -74 -4%
DIA
946
Davidson Investment Advisors
Montana
$152K +$62.5K +790 +70%
RWA
947
Ropes Wealth Advisors
Massachusetts
$149K -$35.4K -446 -19%
BC
948
Barnett & Company
Tennessee
$149K
PMFA
949
Plante Moran Financial Advisors
Michigan
$149K +$12.8K +161 +9%
DSI
950
Daiwa SB Investments
Japan
$147K -$15K -190 -9%