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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
WDA
1001
Wendell David Associates
New Hampshire
$316K +$67.4K +600 +27%
IUHSA
1002
Itau Unibanco Holding S.A.
Brazil
$314K +$314K +2,796 New
CPIG
1003
Chicago Partners Investment Group
Illinois
$313K
PP
1004
PDS Planning
Ohio
$313K +$112 +1 +0%
FLPIM
1005
F.L. Putnam Investment Management
Massachusetts
$313K +$12.8K +114 +4%
PGA
1006
Portland Global Advisors
Maine
$312K -$14.8K -132 -5%
WPW
1007
Waldron Private Wealth
Pennsylvania
$312K +$3.36K +30 +1%
PAM
1008
Private Asset Management
California
$310K -$11.4K -101 -4%
BBA
1009
BLB&B Advisors
Pennsylvania
$309K -$5.72K -51 -2%
NB
1010
Northwest Bancshares
Pennsylvania
$309K
CS
1011
Comerica Securities
Michigan
$308K -$44.6K -397 -13%
YIA
1012
YHB Investment Advisors
Connecticut
$308K +$308K +2,739 New
MAM
1013
Martingale Asset Management
Massachusetts
$305K +$450 +4 +0.1%
EA
1014
Edge Advisors
Georgia
$304K
SFFS
1015
Stonehage Fleming Financial Services
Jersey
$303K
ACM
1016
Argent Capital Management
Missouri
$303K
SICM
1017
Sustainable Insight Capital Management
New York
$300K -$92.7K -826 -24%
MHS
1018
M Holdings Securities
Oregon
$300K +$49.3K +439 +20%
LSAG
1019
Lake Street Advisors Group
New Hampshire
$299K -$6.96K -62 -2%
DI
1020
Diligent Investors
California
$295K -$5.61K -50 -2%
AW
1021
ACG Wealth
Georgia
$295K +$40.6K +362 +16%
AFG
1022
Albion Financial Group
Utah
$294K +$5.28K +47 +2%
CCIA
1023
Campbell & Co Investment Adviser
Maryland
$294K +$56.1K +500 +24%
DSC
1024
Duncker Streett & Co
Missouri
$293K -$56.1K -500 -16%
LIA
1025
LBMC Investment Advisors
Tennessee
$293K +$293K +2,609 New