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Phillips 66

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M
Name Market Value Shares Shares
Change
Shares
Change %
CAL
1076
Capital Advisors Ltd
Ohio
$33K 360
KF
1077
Krilogy Financial
Missouri
$32K 350 -455 -57%
LGWM
1078
Litman Gregory Wealth Management
California
$31K 342 +342 New
ANBT
1079
American National Bank & Trust
Texas
$29K 320
LF
1080
Lee Financial
Texas
$29K 320
CG
1081
Cutler Group
California
$28K 308 -4,574 -94%
PWM
1082
Perigon Wealth Management
California
$28K 302
WAS
1083
WESPAC Advisors SoCal
California
$27K 300
TCM
1084
Tradewinds Capital Management
Washington
$26K 284
JGIA
1085
Jackson Grant Investment Advisers
Connecticut
$26K 282 +3 +1%
GWS
1086
Glassman Wealth Services
Virginia
$25K 278 +3 +1%
WPA
1087
West Paces Advisors
Georgia
$24.6K 269
M
1088
MOTCO
Texas
$24K 259 -1,050 -80%
PCP
1089
Proficio Capital Partners
Massachusetts
$24K 259 -6 -2%
CT
1090
Clearstead Trust
Maine
$23K 250 -685 -73%
IIC
1091
Integrated Investment Consultants
Michigan
$23K 252
SHJ
1092
Sharkey, Howes & Javer
Colorado
$23K 245
IP
1093
Isthmus Partners
Wisconsin
$23K 248
VCM
1094
Vigilant Capital Management
Maine
$23K 250
FWM
1095
Focused Wealth Management
New York
$21K 232 +81 +54%
BONST
1096
Bank of Nova Scotia Trust
Ontario, Canada
$21K 230 +230 New
WC
1097
Whitnell & Co
Illinois
$20K 217 +2 +0.9%
MIFH
1098
Migdal Insurance & Financial Holdings
Israel
$20K 215 +215 New
AWM
1099
Avior Wealth Management
Nebraska
$19K 202 -127 -39%
PFGIA
1100
Patriot Financial Group Insurance Agency
Massachusetts
$19K 201