PSX icon

Phillips 66

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1026
Avior Wealth Management
Nebraska
$17K
PO
1027
Private Ocean
California
$17K
AWS
1028
Aris Wealth Services
Pennsylvania
$17K +$17K +219 New
LFR
1029
Lehman Financial Resources
Pennsylvania
$16K
CPIG
1030
Chicago Partners Investment Group
Illinois
$14K +$7.15K +97 +104%
CFS
1031
Commonwealth Financial Services
West Virginia
$13K
SFPIA
1032
Stevens First Principles Investment Advisors
California
$13K +$2.44K +30 +23%
TCM
1033
TD Capital Management
Tennessee
$12K
FA
1034
Financial Advantage
Maryland
$12K
WA
1035
Waverly Advisors
Alabama
$12K
FPFS
1036
First Personal Financial Services
North Carolina
$12K +$12K +140 New
KPCM
1037
Kings Point Capital Management
New York
$11K +$11K +136 New
MWAN
1038
Mariner Wealth Advisors (NYC)
Kansas
$11K +$11K +142 New
CG
1039
Cleary Gull
Wisconsin
$11K +$11K +145 New
FWM
1040
Focused Wealth Management
New York
$10K
BWA
1041
Burt Wealth Advisors
Maryland
$8K
HTC
1042
Hershey Trust Company
Pennsylvania
$8K
AA
1043
Apriem Advisors
California
$8K
HF
1044
Hoxton Financial
West Virginia
$8K
AWM
1045
AllSquare Wealth Management
New York
$8K +$8K +100 New
PCTC
1046
Perkins Coie Trust Company
Washington
$8K +$8K +100 New
IMS
1047
Index Management Solutions
Pennsylvania
$7K -$53.8K -730 -88%
WCBA
1048
Weaver C. Barksdale & Associates
Tennessee
$7K
LWM
1049
Lenox Wealth Management
Ohio
$6K
PRS
1050
Pinkerton Retirement Specialists
Idaho
$4K -$610K -7,928 -99%