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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
951
Summit Asset Management
Tennessee
$370K +$112 +1 +0%
MFW
952
Mosaic Family Wealth
Missouri
$369K
VCM
953
Virtue Capital Management
Tennessee
$368K +$126K +1,123 +52%
BJL
954
Brighton Jones LLC
Washington
$367K +$14.5K +129 +4%
FHA
955
First Horizon Advisors
Tennessee
$367K +$243K +2,168 +196%
CC
956
Cadinha & Co
Hawaii
$365K
HCM
957
Harvest Capital Management
New Hampshire
$364K +$364K +3,239 New
OCG
958
Opus Capital Group
Ohio
$364K +$364K +3,240 New
WOC
959
West Oak Capital
California
$360K
Fuller & Thaler Asset Management
960
Fuller & Thaler Asset Management
California
$359K
SWK
961
Stephen W. Kidder
$358K
CA
962
CapWealth Advisors
Tennessee
$355K
SCM
963
Schnieders Capital Management
California
$352K
VC
964
Vicus Capital
Pennsylvania
$351K +$1.12K +10 +0.3%
BWM
965
BerganKDV Wealth Management
Minnesota
$350K -$11.2K -100 -3%
KC
966
KHP Capital
Oklahoma
$350K
CC
967
Cognios Capital
Kansas
$349K -$1.01M -9,004 -74%
CBNLCF
968
Cognios Beta Neutral Large Cap Fund
Kansas
$349K +$349K +3,110 New
IWP
969
Icon Wealth Partners
Texas
$348K +$449 +4 +0.1%
TCOV
970
Trust Company of Vermont
Vermont
$347K +$26.9K +239 +8%
ECM
971
Evergreen Capital Management
Washington
$346K -$48.6K -432 -12%
WJA
972
Williams Jones & Associates
New York
$345K +$30.9K +275 +10%
SCP
973
Syntal Capital Partners
Texas
$344K +$112 +1 +0%
HIIFS
974
Harel Insurance Investments & Financial Services
Israel
$343K
TNB
975
Thomasville National Bank
Georgia
$342K