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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 %
HCM
1076
Harvest Capital Management
New Hampshire
$269K -$95.7K -850 -26%
AA
1077
Apriem Advisors
California
$268K -$16.9K -150 -6%
CWM
1078
Cabot Wealth Management
Massachusetts
$268K
EB
1079
Eastern Bank
Massachusetts
$267K
MWP
1080
Moller Wealth Partners
$267K
GCA
1081
Guardian Capital Advisors
Ontario, Canada
$266K +$11.7K +100 +5%
PC
1082
Port Capital
Illinois
$265K +$265K +2,352 New
NIM
1083
NuWave Investment Management
New Jersey
$264K -$658K -5,850 -71%
ARMT
1084
Amica Retiree Medical Trust
Rhode Island
$264K
PCA
1085
Personal Capital Advisors
California
$264K +$20.1K +179 +8%
FCCM
1086
First City Capital Management
Georgia
$263K
NFG
1087
Nations Financial Group
Iowa
$263K +$12K +106 +5%
LIM
1088
Loudon Investment Management
New Hampshire
$262K
CAM
1089
Close Asset Management
United Kingdom
$261K
CA
1090
Capital Advantage
California
$260K
LA
1091
Legacy Advisors
Pennsylvania
$260K
SFM
1092
Signature Financial Management
Virginia
$260K
LCM
1093
Liberty Capital Management
Michigan
$259K
CC
1094
Cognios Capital
Kansas
$258K -$92.5K -821 -26%
CCM
1095
Canal Capital Management
Virginia
$258K +$1.8K +16 +0.7%
IWA
1096
Intercontinental Wealth Advisors
Texas
$256K -$338 -3 -0.1%
WAG
1097
Winthrop Advisory Group
Massachusetts
$256K +$1.58K +14 +0.6%
GC
1098
Gilbert & Cook
Iowa
$255K +$23.5K +209 +10%
RCAG
1099
Rehmann Capital Advisory Group
Michigan
$255K -$11.5K -102 -4%
BIM
1100
Bridges Investment Management
Nebraska
$253K