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Phillips 66

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
1051
Montecito Bank & Trust
California
$290K +$11.8K +105 +4%
DCM
1052
Donaldson Capital Management
Indiana
$290K +$290K +2,573 New
SBSB
1053
Sullivan, Bruyette, Speros & Blaney
Virginia
$289K
AW
1054
ACG Wealth
Georgia
$287K -$9.24K -82 -3%
ACA
1055
Anchor Capital Advisors
Massachusetts
$286K
XS
1056
XR Securities
Illinois
$286K +$286K +2,537 New
ET
1057
Equitable Trust
Tennessee
$285K +$49.4K +438 +21%
HWA
1058
HCR Wealth Advisors
California
$284K -$25.1K -229 -8%
DDC
1059
DF Dent & Co
Maryland
$284K
PIA
1060
Peachtree Investment Advisors
Georgia
$282K
EMG
1061
Ellington Management Group
Connecticut
$282K +$282K +2,500 New
NQWM
1062
Northwest Quadrant Wealth Management
Oregon
$280K +$2.07K +21 +0.7%
DI
1063
Diligent Investors
California
$279K -$16.9K -150 -6%
PFA
1064
Paradigm Financial Advisors
Missouri
$278K +$14.7K +131 +6%
MIP
1065
Marietta Investment Partners
Wisconsin
$277K
FNBOH
1066
First National Bank of Hutchinson
Kansas
$277K +$7.77K +69 +3%
CFGS
1067
Concourse Financial Group Securities
Alabama
$277K +$277K +2,455 New
CCM
1068
Check Capital Management
California
$276K -$997K -8,858 -78%
NME
1069
Notis-McConarty Edward
$276K
CAM
1070
Covenant Asset Management
New Jersey
$276K
FMP
1071
Financial Management Professionals
Texas
$276K +$5.87K +52 +2%
SWM
1072
Stockman Wealth Management
Montana
$276K +$53.2K +472 +24%
CPIG
1073
Chicago Partners Investment Group
Illinois
$274K
KCM
1074
Kanawha Capital Management
Virginia
$274K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$273K -$4.85K -43 -2%