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Phillips 66

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
1076
Oakview Capital Management
Texas
$13K
EWM
1077
Edge Wealth Management
New York
$13K +$76 +1 +0.6%
PFO
1078
Pathstone Family Office
New Jersey
$13K +$13K +164 New
TCM
1079
TD Capital Management
Tennessee
$12K
CAL
1080
Capital Analysts LLC
Pennsylvania
$11.9K -$52.7K -665 -82%
WP
1081
WealthPLAN Partners
Nebraska
$11.6K +$11.6K +150 New
PCA
1082
Peddock Capital Advisors
Massachusetts
$11K
ECM
1083
Exchange Capital Management
Michigan
$10K
FWM
1084
Focused Wealth Management
New York
$10K
APSP
1085
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
JWA
1086
JFS Wealth Advisors
Pennsylvania
$9K
MBT
1087
Monroe Bank & Trust
Michigan
$8K -$9.04K -113 -53%
PCTC
1088
Perkins Coie Trust Company
Washington
$8K
BWA
1089
Burt Wealth Advisors
Maryland
$8K
AWM
1090
AllSquare Wealth Management
New York
$8K
CTB
1091
Country Trust Bank
Illinois
$8K
TG
1092
TLP Group
Illinois
$8K +$8K +100 New
SSA
1093
South Street Advisors
New York
$7.84K +$32 +400 +0.4%
WCBA
1094
Weaver C. Barksdale & Associates
Tennessee
$7K
SAM
1095
Solaris Asset Management
New York
$7K +$7K +83 New
KKAMG
1096
Kernodle & Katon Asset Management Group
Arkansas
$6K -$25.7K -300 -81%
PRS
1097
Pinkerton Retirement Specialists
Idaho
$6K -$15.4K -185 -72%
CPA
1098
Clear Perspective Advisors
Illinois
$6K
JIR
1099
James Investment Research
Ohio
$4K -$55.8K -697 -93%
PIM
1100
Parasol Investment Management
Illinois
$4K -$19.2K -240 -83%