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Phillips 66

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
MFBTD
1051
MB Financial Bank - Trust Department
Illinois
$16K -$4K -50 -20%
ACM
1052
Armbruster Capital Management
New York
$16K
WCM
1053
Wealthcare Capital Management
Virginia
$16K
KA
1054
Klingman & Associates
New York
$16K
LIM
1055
Lagoda Investment Management
New York
$16K
CPIG
1056
Chicago Partners Investment Group
Illinois
$14K
BL
1057
Balentine LLC
Georgia
$14K
SGAM
1058
Smith Group Asset Management
Texas
$14K
CFS
1059
Commonwealth Financial Services
West Virginia
$13K
SCA
1060
Stuart Chaussee & Associates
California
$13K
EWM
1061
Edge Wealth Management
New York
$13K +$78 +1 +0.6%
TCM
1062
TD Capital Management
Tennessee
$12K
LWA
1063
Lenox Wealth Advisors
New York
$12K
PFO
1064
Pathstone Family Office
New Jersey
$12K +$12K +151 New
DBT
1065
Dubuque Bank & Trust
Iowa
$11K -$7.57K -95 -41%
KPCM
1066
Kings Point Capital Management
New York
$11K
ECM
1067
Exchange Capital Management
Michigan
$10K +$10K +125 New
APSP
1068
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10K +125 New
BWA
1069
Burt Wealth Advisors
Maryland
$8K -$15.2K -200 -66%
JWA
1070
JFS Wealth Advisors
Pennsylvania
$8K -$2K -25 -20%
PCTC
1071
Perkins Coie Trust Company
Washington
$8K
AWM
1072
AllSquare Wealth Management
New York
$8K
WI
1073
Wintrust Investments
Illinois
$8K +$8K +2,626 New
WCBA
1074
Weaver C. Barksdale & Associates
Tennessee
$7K
LWM
1075
LBA Wealth Management
Florida
$6K -$51.4K -600 -90%