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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.

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 Market Value Shares Shares
Change
Shares
Change %
MBT
1076
Monroe Bank & Trust
Michigan
$17K 213 +113 +113%
HCM
1077
Highlander Capital Management
New Jersey
$16K 191
LIM
1078
Lagoda Investment Management
New York
$16K 197
WAM
1079
Watermark Asset Management
California
$16K 195
LYV
1080
Live Your Vision
Pennsylvania
$16K 185 +2 +1%
BCM
1081
Blume Capital Management
California
$16K 194 +194 New
BL
1082
Balentine LLC
Georgia
$15K 177
MWM
1083
MinichMacGregor Wealth Management
New York
$14K 170 -175 -51%
EWM
1084
Edge Wealth Management
New York
$14K 171 +1 +0.6%
CTB
1085
Country Trust Bank
Illinois
$14K 166 +66 +66%
BWM
1086
Baystate Wealth Management
Massachusetts
$13K 159 -114 -42%
PFO
1087
Pathstone Family Office
New Jersey
$13K 154 -10 -6%
TCM
1088
TD Capital Management
Tennessee
$13K 156
FWM
1089
Focused Wealth Management
New York
$13K 151 +21 +16%
CAL
1090
Capital Analysts LLC
Pennsylvania
$12.4K 150
AAP
1091
Arax Advisory Partners
Colorado
$11K 136 -121 -47%
PCA
1092
Peddock Capital Advisors
Massachusetts
$11K 138
APSP
1093
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K 125
CP
1094
Corbenic Partners
Pennsylvania
$8K 100 -75 -43%
WCBA
1095
Weaver C. Barksdale & Associates
Tennessee
$8K 94
PCTC
1096
Perkins Coie Trust Company
Washington
$8K 100
JWA
1097
JFS Wealth Advisors
Pennsylvania
$8K 100
BWA
1098
Burt Wealth Advisors
Maryland
$8K 105
OFW
1099
Omnia Family Wealth
Florida
$8K 94 +94 New
SIAS
1100
Shine Investment Advisory Services
Colorado
$7K 86 +86 New