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Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
1001
Stableford Capital II
Arizona
$336K +$336K +3,286 New
BA
1002
Ballew Advisors
Mississippi
$335K
IWP
1003
Icon Wealth Partners
Texas
$335K
AWM
1004
Aries Wealth Management
Maine
$335K
ACM
1005
Azimuth Capital Management
Michigan
$335K +$6.96K +68 +2%
IWA
1006
Inspirion Wealth Advisors
Illinois
$334K
FBFS
1007
First Business Financial Services
Wisconsin
$330K
PMG
1008
ProVise Management Group
Florida
$330K +$330K +3,221 New
DWA
1009
Douglass Winthrop Advisors
New York
$324K -$51.2K -500 -14%
VRM
1010
Vectors Research Management
New York
$324K
OPTFSNA
1011
Old Point Trust & Financial Services N A
Virginia
$323K
FTC
1012
Farmers Trust Company
Ohio
$322K -$1.02K -10 -0.3%
GC
1013
Gilbert & Cook
Iowa
$322K +$11.2K +109 +4%
WCM
1014
Whitener Capital Management
North Carolina
$321K +$7.88K +77 +3%
HWA
1015
HCR Wealth Advisors
California
$320K +$320K +2,900 New
WPP
1016
Whalerock Point Partners
Rhode Island
$319K
SCM
1017
Schnieders Capital Management
California
$319K
HI
1018
Horizon Investments
North Carolina
$317K -$3.74M -36,552 -92%
EGA
1019
E&G Advisors
Texas
$317K -$71.6K -700 -18%
WT
1020
Washington Trust
Rhode Island
$316K -$275K -2,356 -47%
CPIG
1021
Chicago Partners Investment Group
Illinois
$316K +$15.7K +142 +5%
BBA
1022
BLB&B Advisors
Pennsylvania
$315K -$3.07K -30 -1%
FSWA
1023
Financial Synergies Wealth Advisors
Texas
$314K +$45K +439 +17%
HC
1024
HNP Capital
New York
$313K
NFG
1025
Nations Financial Group
Iowa
$313K +$7.35K +63 +2%