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Phillips 66

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1051
Stuart Chaussee & Associates
California
$14K
EWM
1052
Edge Wealth Management
New York
$14K +$83 +1 +0.6%
TCM
1053
TD Capital Management
Tennessee
$13K
CFS
1054
Commonwealth Financial Services
West Virginia
$13K
PFO
1055
Pathstone Family Office
New Jersey
$12K +$79 +1 +0.7%
DBT
1056
Dubuque Bank & Trust
Iowa
$11K
KPCM
1057
Kings Point Capital Management
New York
$11K
PCA
1058
Peddock Capital Advisors
Massachusetts
$11K +$11K +138 New
FWM
1059
Focused Wealth Management
New York
$10K -$136K -1,750 -93%
ECM
1060
Exchange Capital Management
Michigan
$10K
APSP
1061
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
EDRPMB
1062
Edmond de Rothschild Private Merchant Banking
United Kingdom
$9K +$9K +117 New
CTB
1063
Country Trust Bank
Illinois
$8K -$48K -600 -86%
AWM
1064
AllSquare Wealth Management
New York
$8K
JWA
1065
JFS Wealth Advisors
Pennsylvania
$8K
BWA
1066
Burt Wealth Advisors
Maryland
$8K
PCTC
1067
Perkins Coie Trust Company
Washington
$8K
WCBA
1068
Weaver C. Barksdale & Associates
Tennessee
$8K
SIC
1069
Salem Investment Counselors
North Carolina
$7.97K -$14.2K -17,669 -64%
NC
1070
NewSquare Capital
Pennsylvania
$7K +$4.29K +57 +158%
LWM
1071
Lenox Wealth Management
Ohio
$6K
CP
1072
Corbenic Partners
Pennsylvania
$6K
LWM
1073
LBA Wealth Management
Florida
$6K
FAM
1074
Fred Alger Management
New York
$5K
IF
1075
Ironwood Financial
Arizona
$4K