PSX icon

Phillips 66

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1051
SpiderRock Advisors
Delaware
$33K -$290K
HR
1052
Howe & Rusling
New York
$31K -$8.18K -100 -21%
MCM
1053
MV Capital Management
Maryland
$30K
CAL
1054
Capital Advisors Ltd
Ohio
$30K +$83 +1 +0.3%
OSNBOA
1055
Old Second National Bank of Aurora
Illinois
$29K
AWM
1056
Avior Wealth Management
Nebraska
$27K +$10.6K +129 +65%
LF
1057
Lee Financial
Texas
$26K
ANBT
1058
American National Bank & Trust
Texas
$26K
PWM
1059
Perigon Wealth Management
California
$25K
WAS
1060
WESPAC Advisors SoCal
California
$24K
HS
1061
Horan Securities
United States
$24K +$167 +2 +0.7%
GWS
1062
Glassman Wealth Services
Virginia
$23K -$8.36K -100 -27%
PCP
1063
Proficio Capital Partners
Massachusetts
$23K -$1.39K -16 -6%
TCM
1064
Tradewinds Capital Management
Washington
$23K
JGIA
1065
Jackson Grant Investment Advisers
Connecticut
$23K +$165 +2 +0.7%
WPA
1066
West Paces Advisors
Georgia
$22.2K
SA
1067
SRH Advisors
Kansas
$21K
IP
1068
Isthmus Partners
Wisconsin
$21K
IIC
1069
Integrated Investment Consultants
Michigan
$21K
FFW
1070
Fusion Family Wealth
New York
$21K
VCM
1071
Vigilant Capital Management
Maine
$21K
SHJ
1072
Sharkey, Howes & Javer
Colorado
$20K -$1.31K -16 -6%
WC
1073
Whitnell & Co
Illinois
$18K +$167 +2 +0.9%
WCM
1074
Wealthcare Capital Management
Virginia
$17K
PFGIA
1075
Patriot Financial Group Insurance Agency
Massachusetts
$17K