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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
MIP
1001
Marietta Investment Partners
Wisconsin
$236K
FAT
1002
First American Trust
California
$236K +$765 +8 +0.3%
CAM
1003
Covenant Asset Management
New Jersey
$235K
KCM
1004
Kanawha Capital Management
Virginia
$233K
FNBOH
1005
First National Bank of Hutchinson
Kansas
$233K +$32.8K +341 +16%
PGFC
1006
Peapack-Gladstone Financial Corp
New Jersey
$230K +$39.9K +416 +21%
FCCM
1007
First City Capital Management
Georgia
$230K
AIP
1008
Ahrens Investment Partners
Louisiana
$229K -$22.1K -231 -9%
GW
1009
GW & Wade
Massachusetts
$229K -$15.6K -163 -6%
IWA
1010
Intercontinental Wealth Advisors
Texas
$229K +$17.4K +181 +8%
CWM
1011
Cabot Wealth Management
Massachusetts
$228K
NA
1012
Navellier & Associates
Nevada
$227K -$48K -500 -17%
FWM
1013
Focused Wealth Management
New York
$226K -$9.51K -99 -4%
ARMT
1014
Amica Retiree Medical Trust
Rhode Island
$225K
PFA
1015
Paradigm Financial Advisors
Missouri
$224K
GCA
1016
Guardian Capital Advisors
Ontario, Canada
$224K
LIM
1017
Loudon Investment Management
New Hampshire
$223K
ANB
1018
Amarillo National Bank
Texas
$222K +$13.7K +143 +7%
RWA
1019
RGT Wealth Advisors
Texas
$222K +$15.8K +165 +8%
CA
1020
Capital Advantage
California
$221K -$1.82K -19 -0.8%
LCM
1021
Liberty Capital Management
Michigan
$221K
BIM
1022
Bridges Investment Management
Nebraska
$221K +$14.4K +150 +7%
SC
1023
SRB Corp
Massachusetts
$221K +$17.5K +182 +9%
B
1024
Bailard
California
$219K -$4.03K -42 -2%
CAM
1025
Close Asset Management
United Kingdom
$219K