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Phillips 66

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
1001
First Business Financial Services
Wisconsin
$302K -$28.1K -300 -9%
GC
1002
Grimes & Company
Massachusetts
$302K
IWA
1003
Intercontinental Wealth Advisors
Texas
$301K -$280 -3 -0.1%
ACM
1004
Azimuth Capital Management
Michigan
$300K -$8.8K -94 -3%
SRAM
1005
Stone Ridge Asset Management
New York
$299K +$299K +3,200 New
WPW
1006
Waldron Private Wealth
Pennsylvania
$296K -$63.1K -677 -18%
BW
1007
Bison Wealth
Georgia
$296K -$27.2K -291 -8%
VRM
1008
Vectors Research Management
New York
$296K
HC
1009
HNP Capital
New York
$296K
PL
1010
Plancorp LLC
Missouri
$295K -$188K -2,015 -39%
FTC
1011
Farmers Trust Company
Ohio
$295K -$11.2K -120 -4%
OPTFSNA
1012
Old Point Trust & Financial Services N A
Virginia
$295K
OWP
1013
Obermeyer Wealth Partners
Colorado
$294K
WPP
1014
Whalerock Point Partners
Rhode Island
$292K +$54.3K +580 +23%
SCM
1015
Schnieders Capital Management
California
$291K +$2.62K +28 +0.9%
BBA
1016
BLB&B Advisors
Pennsylvania
$290K -$14K -150 -5%
BCB
1017
Brian C. Broderick
$286K -$5.79K -62 -2%
WCM
1018
Whitener Capital Management
North Carolina
$286K +$93.7K +1,003 +49%
HIIFS
1019
Harel Insurance Investments & Financial Services
Israel
$285K +$187K +2,000 +190%
FWP
1020
FAS Wealth Partners
Kansas
$284K
VCWA
1021
Vanguard Capital Wealth Advisors
Colorado
$284K +$187 +2 +0.1%
GC
1022
Gilbert & Cook
Iowa
$284K +$4.96K +53 +2%
CAM
1023
Cresset Asset Management
Illinois
$283K +$50K +535 +21%
TC
1024
Trust Company
Kansas
$280K -$2.66M -28,418 -90%
LCM
1025
Landscape Capital Management
New Jersey
$279K