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Phillips 66

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
1001
Monroe Bank & Trust
Michigan
$33K
MFBTD
1002
MB Financial Bank - Trust Department
Illinois
$31K
ACS
1003
Archford Capital Strategies
Illinois
$29.7K -$1.26K -16 -4%
MUS
1004
Mitsubishi UFJ Securities
Japan
$29K +$29K +370 New
TCM
1005
Tradewinds Capital Management
Washington
$28K -$14.2K -181 -34%
SHJ
1006
Sharkey, Howes & Javer
Colorado
$28K +$28K +350 New
LIM
1007
Lagoda Investment Management
New York
$26K
WCM
1008
Westend Capital Management
California
$26K
JG
1009
Jefferies Group
New York
$25K -$262K -3,288 -91%
LWA
1010
Lenox Wealth Advisors
New York
$25K
WA
1011
WealthTrust-Arizona
Arizona
$24K
RPG
1012
Risk Paradigm Group
Texas
$23.6K +$23.6K +300 New
MWP
1013
MYCIO Wealth Partners
Pennsylvania
$23K +$157 +2 +0.7%
JWA
1014
JFS Wealth Advisors
Pennsylvania
$22K +$2.79K +36 +15%
GWM
1015
Gupta Wealth Management
California
$22K +$22K +279 New
WP
1016
WealthPLAN Partners
Nebraska
$22K +$22K +283 New
GWS
1017
Glassman Wealth Services
Virginia
$21K
IP
1018
Isthmus Partners
Wisconsin
$20K
KA
1019
Klingman & Associates
New York
$20K +$78 +1 +0.4%
SA
1020
SRH Advisors
Kansas
$19K
AIC
1021
Ayalon Insurance Company
Israel
$19K +$19K +245 New
VFA
1022
Virtus Fund Advisers
Connecticut
$18K -$10.5M -131,619 -100%
WC
1023
Whitnell & Co
Illinois
$18K -$77.8K -999 -81%
TWMP
1024
Taylor Wealth Management Partners
Massachusetts
$18K +$18K +229 New
AWM
1025
Avior Wealth Management
Nebraska
$17K