PSX icon

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 %
PL
1026
Plancorp LLC
Missouri
$312K -$11.6K -113 -4%
APG
1027
Abacus Planning Group
South Carolina
$312K +$50.5K +493 +19%
BST
1028
Bath Savings Trust
Maine
$312K +$312K +3,048 New
BCB
1029
Brian C. Broderick
$311K -$2.56K -25 -0.8%
FWP
1030
FAS Wealth Partners
Kansas
$311K
VCWA
1031
Vanguard Capital Wealth Advisors
Colorado
$311K +$204 +2 +0.1%
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$309K -$250K -2,443 -45%
TAM
1033
Trillium Asset Management
Massachusetts
$309K +$309K +3,014 New
IA
1034
IFG Advisory
Georgia
$307K -$48.7K -477 -14%
FHA
1035
Flagship Harbor Advisors
Massachusetts
$307K +$17.2K +168 +6%
BJL
1036
Brighton Jones LLC
Washington
$305K -$25.8K -252 -8%
CA
1037
Calton & Associates
Florida
$305K +$68.3K +667 +29%
NQWM
1038
Northwest Quadrant Wealth Management
Oregon
$304K +$1.84K +17 +0.6%
JSL
1039
JT Stratford LLC
Georgia
$303K +$303K +2,956 New
RWA
1040
Ropes Wealth Advisors
Massachusetts
$301K -$4.51K -44 -1%
EDRIA
1041
Edmonds Duncan Registered Investment Advisors
Kansas
$300K
FRM
1042
Fox Run Management
Connecticut
$300K +$300K +2,929 New
CEP
1043
Chicago Equity Partners
Illinois
$300K +$300K +2,930 New
CAM
1044
ClariVest Asset Management
California
$298K -$9.35M -91,264 -97%
CC
1045
Cadinha & Co
Hawaii
$298K
IWM
1046
IHT Wealth Management
Illinois
$297K +$297K +2,886 New
BW
1047
Bison Wealth
Georgia
$296K -$27.5K -269 -9%
CG
1048
CFO4Life Group
Texas
$295K -$7.79K -76 -3%
KIA
1049
KCM Investment Advisors
California
$295K
HAM
1050
Highstreet Asset Management
Ontario, Canada
$294K -$141K -1,375 -32%