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Phillips 66

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
951
Legacy Advisors
Pennsylvania
$190K
LCM
952
Liberty Capital Management
Michigan
$190K +$190K +2,302 New
CIAN
953
Capstone Investment Advisors (Netherlands)
New York
$182K -$46.3K -560 -20%
CFN
954
Cordasco Financial Network
Florida
$182K
JWM
955
Jacobus Wealth Management
Wisconsin
$169K
SIAP
956
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K
BC
957
Barnett & Company
Tennessee
$167K +$12.4K +150 +8%
EFSCE
958
Enterprise Financial Services Corp (EFSC)
Missouri
$166K -$248 -3 -0.1%
SWA
959
Sutton Wealth Advisors
Florida
$160K
BEAM
960
Baker Ellis Asset Management
Washington
$160K +$160K +1,935 New
PFBT
961
Parkside Financial Bank & Trust
Missouri
$152K +$6.11K +74 +4%
WA
962
WFG Advisors
Texas
$147K -$43.1K -522 -23%
RWA
963
Ropes Wealth Advisors
Massachusetts
$146K -$8.75K -106 -6%
QCG
964
Quadrant Capital Group
Ohio
$146K -$5.78K -78 -4%
BAM
965
Barrett Asset Management
New York
$146K
RIA
966
RPG Investment Advisory
California
$146K +$146K +1,769 New
CAM
967
Close Asset Management
United Kingdom
$142K
PMFA
968
Plante Moran Financial Advisors
Michigan
$139K -$16.1K -195 -10%
BTIS
969
BB&T Investment Services
North Carolina
$138K -$919 -11 -0.7%
WA
970
Winfield Associates
Ohio
$136K -$412 -5 -0.3%
DPA
971
Delphi Private Advisors
California
$136K
ADL
972
Asset Dedication LLC
California
$132K -$27.9K -337 -17%
DSI
973
Daiwa SB Investments
Japan
$132K -$21.5K -260 -14%
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$130K +$1.65K +20 +1%
FMP
975
Financial Management Professionals
Texas
$129K