PSX icon

Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
951
VNBTrust National Association
Virginia
$210K +$210K +2,421 New
DWM
952
Destination Wealth Management
California
$209K
PJSIMP
953
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K +$208K +2,400 New
HB
954
Homrich & Berg
Georgia
$206K +$206K +2,378 New
RWA
955
Ropes Wealth Advisors
Massachusetts
$205K +$1.3K +15 +0.6%
FAT
956
First American Trust
California
$205K +$205K +2,367 New
TFF
957
The Family Firm
Maryland
$205K +$205K +2,370 New
CCM
958
Chilton Capital Management
Texas
$203K +$203K +2,343 New
WPC
959
Waters Parkerson & Co
Louisiana
$203K +$203K +2,347 New
SPWA
960
SteelBridge Private Wealth Advisors
Florida
$203K +$203K +2,347 New
LIM
961
Loudon Investment Management
New Hampshire
$201K -$36.3K -420 -15%
MSFP
962
Mark Sheptoff Financial Planning
Connecticut
$199K -$4.34K -50 -2%
HI
963
Hudock Inc
Pennsylvania
$198K +$13.8K +160 +8%
QCG
964
Quadrant Capital Group
Ohio
$192K +$13.3K +160 +7%
DSI
965
Daiwa SB Investments
Japan
$191K +$191K +2,210 New
CFN
966
Cordasco Financial Network
Florida
$190K +$17.3K +200 +10%
PG
967
Patten Group
Tennessee
$183K +$17.1K +197 +10%
TF
968
Tompkins Financial
New York
$181K -$21.9K -253 -11%
S
969
SignatureFD
Georgia
$181K +$10.7K +124 +6%
LWCFA
970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K +$25.9K +299 +17%
JIC
971
Joel Isaacson & Co
New York
$178K
BC
972
Barnett & Company
Tennessee
$171K -$47.6K -550 -22%
SFFS
973
Stonehage Fleming Financial Services
Jersey
$170K +$170K +2,060 New
SWA
974
Sutton Wealth Advisors
Florida
$168K +$168K +1,937 New
GWM
975
Gupta Wealth Management
California
$166K +$8.86K +102 +6%