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Phillips 66

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M
Name Market Value Shares Shares
Change
Shares
Change %
IWC
951
Integrated Wealth Counsel
California
$54K 700
CAL
952
Capital Analysts LLC
Pennsylvania
$53K 688 +363 +112%
JFA
953
JNBA Financial Advisors
Minnesota
$52K 669 +60 +10%
HCM
954
Highlander Capital Management
New Jersey
$50.6K 656
MPWT
955
MassMutual Private Wealth & Trust
Connecticut
$48.2K 626 +100 +19%
CFG
956
CKW Financial Group
Hawaii
$48K 588
LWM
957
LBA Wealth Management
Florida
$46K 600
Manulife (Manufacturers Life Insurance)
958
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.4K 588,857 +756 +0.1%
HI
959
Hudock Inc
Pennsylvania
$45K 585 +1 +0.2%
RFS
960
Rockefeller Financial Services
New York
$44K 576
DA
961
Dunvegan Associates
California
$44K 565 +565 New
FWC
962
First Washington Corp
Washington
$39K 500
DBT
963
Dubuque Bank & Trust
Iowa
$39K 512
1832 Asset Management
964
1832 Asset Management
Ontario, Canada
$39K 505 +505 New
SGC
965
South Georgia Capital
Illinois
$37K 481 -147 -23%
CAL
966
Capital Advisors Ltd
Ohio
$34K 440 +187 +74%
OC
967
Oakworth Capital
Alabama
$32K 410
AWM
968
Avior Wealth Management
Nebraska
$32K 415 +415 New
EWM
969
Elite Wealth Management
Washington
$31K 400 -18 -4%
MBT
970
Monroe Bank & Trust
Michigan
$31K 413
PIM
971
Parasol Investment Management
Illinois
$30K 384
ACS
972
Archford Capital Strategies
Illinois
$29.1K 378 +378 New
MFBTD
973
MB Financial Bank - Trust Department
Illinois
$27K 350
TCM
974
Tradewinds Capital Management
Washington
$27K 348
OSNBOA
975
Old Second National Bank of Aurora
Illinois
$27K 350