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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 %
LWA
1001
Lenox Wealth Advisors
New York
$25K 316
TRCT
1002
Tower Research Capital (TRC)
New York
$24K 302 -6,739 -96%
WA
1003
WealthTrust-Arizona
Arizona
$24K 300
MFBTD
1004
MB Financial Bank - Trust Department
Illinois
$23K 282 -68 -19%
MWP
1005
MYCIO Wealth Partners
Pennsylvania
$23K 287 +1 +0.3%
FBT
1006
Founders Bank & Trust
Michigan
$22K 276
VNB
1007
Valley National Bancorp
New York
$21K 263
WCMN
1008
Westchester Capital Management (Nebraska)
Nebraska
$21K 260
NCM
1009
Nelson Capital Management
California
$21K 255 +163 +177%
JWA
1010
JFS Wealth Advisors
Pennsylvania
$21K 264 +264 New
BKBG
1011
BHF Kleinwort Benson Group
Belgium
$20K 250 -12,675 -98%
CG
1012
Colony Group
Massachusetts
$20K 253 -25 -9%
SA
1013
SRH Advisors
Kansas
$20K 248
BAM
1014
Brave Asset Management
New Jersey
$18K 220
AWM
1015
Avior Wealth Management
Nebraska
$17K 215 -200 -48%
PO
1016
Private Ocean
California
$17K 215 +100 +87%
OSNBOA
1017
Old Second National Bank of Aurora
Illinois
$16K 200 -150 -43%
WF
1018
WealthTrust Fairport
Ohio
$16K 205 +205 New
PAS
1019
Partnervest Advisory Services
California
$15K 184
FAM
1020
Fred Alger Management
New York
$14K 173 +131 +312%
TCM
1021
TD Capital Management
Tennessee
$13K 156
FA
1022
Financial Advantage
Maryland
$12K 155
BCM
1023
Blume Capital Management
California
$12K 153 +153 New
MAS
1024
Madden Advisory Services
Florida
$11K 134
KPCM
1025
Kings Point Capital Management
New York
$11K 136