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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Market Value Shares Shares
Change
Shares
Change %
GBBWRPM
1026
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K 1,028
FPS
1027
Fieldpoint Private Securities
Connecticut
$92K 1,007
GLI
1028
Guardian Life Insurance
New York
$89K 976 -6,913 -88%
CFD
1029
Creative Financial Designs
Indiana
$88K 965 -50 -5%
WB
1030
Webster Bank
Connecticut
$87K 945 -26 -3%
JFA
1031
JNBA Financial Advisors
Minnesota
$87K 953
FIB
1032
First Interstate Bank
Montana
$87K 958 +100 +12%
SA
1033
SRH Advisors
Kansas
$83K 909 +661 +267%
RFWA
1034
RPg Family Wealth Advisory
Massachusetts
$80K 873 -17,159 -95%
CCA
1035
Catalyst Capital Advisors
New York
$78K 853
CHP
1036
Cable Hill Partners
Oregon
$76K 834 +30 +4%
Financial Engines Advisors
1037
Financial Engines Advisors
California
$76K 835 +167 +25%
OC
1038
Oakworth Capital
Alabama
$74K 883
OFS
1039
Orrstown Financial Services
Pennsylvania
$73K 800
BA
1040
Bristlecone Advisors
Washington
$73K 793 +793 New
CCM
1041
Cribstone Capital Management
Maine
$71K 772 -605 -44%
AIS
1042
Accurate Investment Solutions
Pennsylvania
$71K 780 +3 +0.4%
AP
1043
Atwood & Palmer
Missouri
$70K 763
JAM
1044
Jolley Asset Management
North Carolina
$68K 744 +57 +8%
LWM
1045
Lenox Wealth Management
Ohio
$67K 733 +312 +74%
GEA
1046
Glen Eagle Advisors
New Jersey
$66.4K 725 +95 +15%
RIA
1047
RPG Investment Advisory
California
$65K 709 -1,060 -60%
HCA
1048
Horan Capital Advisors
Ohio
$64K 698 +698 New
GRP
1049
Global Retirement Partners
California
$63K 687 +172 +33%
LC
1050
Landaas & Company
Wisconsin
$58K 634 +634 New