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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
951
Wolverine Asset Management
Illinois
$272K +$272K +2,840 New
AA
952
Apriem Advisors
California
$271K
MWP
953
Moller Wealth Partners
$271K
BMCM
954
Bryn Mawr Capital Management
Pennsylvania
$271K +$271K +2,825 New
HWA
955
HCR Wealth Advisors
California
$270K -$1.05K -11 -0.4%
CPIM
956
Columbia Partners Investment Management
Virginia
$270K +$8.34K +87 +3%
NQWM
957
Northwest Quadrant Wealth Management
Oregon
$269K +$1.63K +17 +0.6%
BBA
958
BLB&B Advisors
Pennsylvania
$269K +$31.3K +326 +13%
WJA
959
Williams Jones & Associates
New York
$268K -$19.2K -200 -7%
CPIG
960
Chicago Partners Investment Group
Illinois
$267K -$15.3K -160 -5%
PP
961
PDS Planning
Ohio
$267K -$1.53K -16 -0.6%
TWA
962
TCI Wealth Advisors
Arizona
$267K
TNAM
963
Terra Nova Asset Management
New York
$266K +$23K +240 +9%
TAM
964
Todd Asset Management
Kentucky
$265K +$3.83K +40 +1%
NB
965
Northwest Bancshares
Pennsylvania
$264K -$2.4K -25 -0.9%
FCH
966
Freestone Capital Holdings
Washington
$263K -$27.2K -284 -9%
WPW
967
Waldron Private Wealth
Pennsylvania
$263K
LSAG
968
Lake Street Advisors Group
New Hampshire
$262K +$9.22K +96 +4%
PG
969
Pendal Group
Australia
$260K +$43.9K +458 +20%
NIMC
970
NWQ Investment Management Company
California
$260K -$864 -9 -0.3%
EA
971
Edge Advisors
Georgia
$260K
MAM
972
Martingale Asset Management
Massachusetts
$260K +$260K +2,706 New
SFFS
973
Stonehage Fleming Financial Services
Jersey
$259K
ACM
974
Argent Capital Management
Missouri
$259K
EWM
975
Empirical Wealth Management
Washington
$259K +$24K +250 +10%