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Phillips 66

1,120 hedge funds and large institutions have $32.3B invested in Phillips 66 in 2016 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 405 increasing their positions, 451 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
29.89%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.72%
New
92
Increased
405
Reduced
451
Closed
81
Calls
$397M
Puts
$294M
Net Calls
+$103M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
1026
JNBA Financial Advisors
Minnesota
$58K
LWM
1027
LBA Wealth Management
Florida
$58K
OC
1028
Oakworth Capital
Alabama
$58K +$3.01K +35 +5%
DAM
1029
Delta Asset Management
Tennessee
$56K -$61.1K -700 -52%
AC
1030
Alexandria Capital
Virginia
$55K +$87 +1 +0.2%
AF
1031
Allworth Financial
California
$50K +$87 +1 +0.2%
DOA
1032
D'Orazio & Associates
Virginia
$48K
AWMS
1033
Advocacy Wealth Management Services
Georgia
$47K +$6.09K +70 +15%
JAM
1034
Jolley Asset Management
North Carolina
$46K +$46K +537 New
TIM
1035
Tortoise Investment Management
New York
$44K
EDRAML
1036
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$43K -$25.8K -300 -38%
HCM
1037
Highlander Capital Management
New Jersey
$41K -$15.5K -180 -27%
AP
1038
Atwood & Palmer
Missouri
$40K -$13K -150 -25%
GXMC
1039
Global X Management Company
New York
$39K +$34.7K +404 +808%
KLI
1040
Kelman-Lazarov Inc
Tennessee
$38K +$38K +446 New
CWM
1041
Cranbrook Wealth Management
Michigan
$36K -$30.5K -356 -46%
PO
1042
Private Ocean
California
$36K
CWM
1043
Catamount Wealth Management
Connecticut
$36K
SAM
1044
Sunnymeath Asset Management
New Jersey
$35K +$35K +402 New
AssetMark Inc
1045
AssetMark Inc
California
$34K +$9.31K +109 +38%
FANJ
1046
Financial Architects (New Jersey)
New Jersey
$34K +$34K +389 New
MCM
1047
MV Capital Management
Maryland
$32K -$25.1K -286 -44%
TCM
1048
Tradewinds Capital Management
Washington
$32K -$11.9K -140 -27%
KKAMG
1049
Kernodle & Katon Asset Management Group
Arkansas
$32K
CHP
1050
Cable Hill Partners
Oregon
$32K +$4.31K +50 +16%