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Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Market Value Shares Shares
Change
Shares
Change %
IWC
976
Integrated Wealth Counsel
California
$56K 700
CFG
977
CKW Financial Group
Hawaii
$56K 699 +111 +19%
CAL
978
Capital Analysts LLC
Pennsylvania
$55.3K 688
JFA
979
JNBA Financial Advisors
Minnesota
$54K 669
GSC
980
Ground Swell Capital
South Carolina
$53K 658 +658 New
HCM
981
Highlander Capital Management
New Jersey
$52.8K 656
AP
982
Atwood & Palmer
Missouri
$49K 612 +612 New
LWM
983
LBA Wealth Management
Florida
$48K 600
DBT
984
Dubuque Bank & Trust
Iowa
$47K 589 +77 +15%
MUMSS
985
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47K 590 +290 +97%
RFS
986
Rockefeller Financial Services
New York
$46K 576
DA
987
Dunvegan Associates
California
$45K 565
TIM
988
Tortoise Investment Management
New York
$41K 511 +500 +4,545%
SSG
989
Summit Securities Group
New York
$40K 500 -900 -64%
FWC
990
First Washington Corp
Washington
$40K 500
CAL
991
Capital Advisors Ltd
Ohio
$35K 440
IA
992
IndexIQ Advisors
New York
$34K 421 -3,195 -88%
OC
993
Oakworth Capital
Alabama
$33K 410
MBT
994
Monroe Bank & Trust
Michigan
$33K 413
EWM
995
Elite Wealth Management
Washington
$32K 400
SGC
996
South Georgia Capital
Illinois
$31K 383 -98 -20%
ACS
997
Archford Capital Strategies
Illinois
$30.4K 378
TCM
998
Tradewinds Capital Management
Washington
$28K 346 -2 -0.6%
GI
999
Gradient Investments
Minnesota
$27K 340 +220 +183%
LFR
1000
Lehman Financial Resources
Pennsylvania
$26K 322 -2,000 -86%