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Phillips 66

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M
Name Holding Trade Value Shares
Change
Shares
Change %
MUS
1001
Mitsubishi UFJ Securities
Japan
$30K
ACS
1002
Archford Capital Strategies
Illinois
$30K
HA
1003
Harfst & Associates
Wyoming
$30K +$30K +369 New
CHP
1004
Cable Hill Partners
Oregon
$29K -$5.89K -69 -17%
OSNBOA
1005
Old Second National Bank of Aurora
Illinois
$28K -$22.2K -277 -44%
WCM
1006
Westend Capital Management
California
$26K
FNYS
1007
First New York Securities
New York
$25.9K +$25.9K +321 New
AIM
1008
Assured Investment Management
New York
$25K -$385K -4,793 -94%
LIM
1009
Lagoda Investment Management
New York
$25K -$2.04K -25 -8%
LWA
1010
Lenox Wealth Advisors
New York
$25K
RPG
1011
Risk Paradigm Group
Texas
$24.2K
WA
1012
WealthTrust-Arizona
Arizona
$24K
MWP
1013
MYCIO Wealth Partners
Pennsylvania
$24K +$163 +2 +0.7%
JWA
1014
JFS Wealth Advisors
Pennsylvania
$23K
GWS
1015
Glassman Wealth Services
Virginia
$22K
WA
1016
Waverly Advisors
Alabama
$22K +$9.56K +116 +77%
IP
1017
Isthmus Partners
Wisconsin
$21K
SHJ
1018
Sharkey, Howes & Javer
Colorado
$20K -$8.57K -105 -30%
AIC
1019
Ayalon Insurance Company
Israel
$20K
SA
1020
SRH Advisors
Kansas
$20K
SFPIA
1021
Stevens First Principles Investment Advisors
California
$20K +$6.94K +85 +53%
VFA
1022
Virtus Fund Advisers
Connecticut
$18K
AWS
1023
Aris Wealth Services
Pennsylvania
$18K
BAM
1024
Brave Asset Management
New Jersey
$18K
TWMP
1025
Taylor Wealth Management Partners
Massachusetts
$18K