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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 %
KCM
1051
Kanawha Capital Management
Virginia
$292K +$27.9K +272 +11%
PP
1052
PDS Planning
Ohio
$291K +$308 +3 +0.1%
CGL
1053
Clarius Group LLC
Washington
$291K +$62.1K +605 +27%
TC
1054
Trust Company
Kansas
$290K -$15.9K -155 -5%
BMCM
1055
Bryn Mawr Capital Management
Pennsylvania
$288K +$3.89K +38 +1%
PCA
1056
Personal Capital Advisors
California
$288K +$17.7K +173 +7%
PGA
1057
Portland Global Advisors
Maine
$287K -$920 -9 -0.3%
CWP
1058
Capital Wealth Planning
Florida
$287K +$23.8K +215 +9%
LWM
1059
Liberty Wealth Management
California
$287K +$52.4K +511 +22%
WOC
1060
West Oak Capital
California
$286K -$58.9K -575 -17%
BFC
1061
Blue Fin Capital
Rhode Island
$284K -$17.3K -169 -6%
BUB
1062
BBVA USA Bancshares
Texas
$283K +$283K +2,765 New
WIS
1063
Wright Investors Service
Connecticut
$282K -$1.74K -17 -0.6%
AA
1064
Apriem Advisors
California
$282K +$15.3K +150 +6%
PA
1065
Probity Advisors
Texas
$280K -$9.51K -93 -3%
WANY
1066
Wealthspire Advisors (New York)
New York
$279K +$279K +2,729 New
WIA
1067
Wealthstreet Investment Advisors
Texas
$278K -$11.9K -100 -4%
CA
1068
CapWealth Advisors
Tennessee
$278K -$8.91K -87 -3%
SFFS
1069
Stonehage Fleming Financial Services
Jersey
$277K
RIA
1070
Realta Investment Advisors
Delaware
$276K -$26.2K -255 -9%
WA
1071
WealthTrust Axiom
Pennsylvania
$275K -$25.2K -247 -8%
EM
1072
Excalibur Management
Massachusetts
$275K
SBSB
1073
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K -$307 -3 -0.1%
AFP
1074
Ausdal Financial Partners
Iowa
$274K
PWPS
1075
Pinnacle Wealth Planning Services
Ohio
$271K +$29.4K +288 +12%