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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
1001
IndexIQ Advisors
New York
$56K -$213K -2,669 -79%
CTB
1002
Country Trust Bank
Illinois
$56K
AWMS
1003
Advocacy Wealth Management Services
Georgia
$56K +$13.4K +170 +31%
JAM
1004
Jolley Asset Management
North Carolina
$55K +$12K +150 +28%
CAL
1005
Capital Analysts LLC
Pennsylvania
$54.6K -$2.81M -35,392 -98%
AC
1006
Alexandria Capital
Virginia
$53K +$2.86K +36 +6%
FPFS
1007
First Personal Financial Services
North Carolina
$51K +$51K +646 New
GI
1008
Gradient Investments
Minnesota
$50K +$23.7K +300 +90%
DAM
1009
Delta Asset Management
Tennessee
$48K -$3.19K -40 -6%
AF
1010
Allworth Financial
California
$48K +$1.99K +25 +4%
TIM
1011
Tortoise Investment Management
New York
$48K +$7.53K +95 +19%
DOA
1012
D'Orazio & Associates
Virginia
$45K
Financial Engines Advisors
1013
Financial Engines Advisors
California
$41K -$14.6K -186 -26%
EDRAML
1014
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$40K
SEC
1015
Seven Eight Capital
New York
$39K -$1.07M -13,600 -96%
HCM
1016
Highlander Capital Management
New Jersey
$38K
EDRE
1017
Edmond de Rothschild (Europe)
Luxembourg
$38K +$38K +479 New
AP
1018
Atwood & Palmer
Missouri
$37K
CHP
1019
Cable Hill Partners
Oregon
$36K +$6.05K +75 +20%
KLI
1020
Kelman-Lazarov Inc
Tennessee
$35.6K
HR
1021
Howe & Rusling
New York
$34K -$41.3K -520 -55%
CWM
1022
Cranbrook Wealth Management
Michigan
$33K
PO
1023
Private Ocean
California
$33K
KKAMG
1024
Kernodle & Katon Asset Management Group
Arkansas
$29K
MCM
1025
MV Capital Management
Maryland
$29K