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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 %
CPIG
1026
Chicago Partners Investment Group
Illinois
$279K +$2.16K +21 +0.8%
RWA
1027
Ropes Wealth Advisors
Massachusetts
$279K +$114K +1,216 +69%
AFP
1028
Ausdal Financial Partners
Iowa
$278K -$27.9K -269 -9%
SP
1029
Successful Portfolios
Florida
$277K -$281 -3 -0.1%
EDRIA
1030
Edmonds Duncan Registered Investment Advisors
Kansas
$276K
CG
1031
CFO4Life Group
Texas
$276K
RIA
1032
Realta Investment Advisors
Delaware
$276K +$98.2K +1,047 +55%
FNC
1033
First National Corp
Massachusetts
$275K -$18.2K -195 -6%
BFC
1034
Blue Fin Capital
Rhode Island
$275K -$11.1K -119 -4%
WA
1035
WealthTrust Axiom
Pennsylvania
$274K -$9.88K -106 -3%
CC
1036
Cadinha & Co
Hawaii
$273K
QT
1037
Quantbot Technologies
New York
$271K +$271K +2,903 New
NCM
1038
Next Capital Management
New York
$270K +$35.9K +383 +15%
KIA
1039
KCM Investment Advisors
California
$269K -$473K -5,066 -64%
CFGS
1040
Concourse Financial Group Securities
Alabama
$267K +$139K +1,490 +109%
FHA
1041
Flagship Harbor Advisors
Massachusetts
$265K -$36.2K -388 -12%
PA
1042
Probity Advisors
Texas
$265K -$3.84K -41 -1%
PP
1043
PDS Planning
Ohio
$265K +$8.98K +96 +4%
SCP
1044
Syntal Capital Partners
Texas
$264K -$7.58K -81 -3%
PGA
1045
Portland Global Advisors
Maine
$263K
CA
1046
CapWealth Advisors
Tennessee
$262K -$14K -150 -5%
BMCM
1047
Bryn Mawr Capital Management
Pennsylvania
$260K
WIS
1048
Wright Investors Service
Connecticut
$259K -$842 -9 -0.3%
NQWM
1049
Northwest Quadrant Wealth Management
Oregon
$256K -$7.34K -80 -3%
DIM
1050
Delta Investment Management
California
$254K +$254K +2,725 New