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Phillips 66

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1076
WP Advisors
California
$238K -$8.33K -89 -3%
WAG
1077
Winthrop Advisory Group
Massachusetts
$238K -$7.12K -76 -3%
ACA
1078
Anchor Capital Advisors
Massachusetts
$237K
CNB
1079
Camden National Bank
Maine
$235K -$9.37K -100 -4%
VI
1080
Versor Investments
New York
$234K +$234K +2,500 New
CAMG
1081
CWA Asset Management Group
Florida
$233K +$233K +2,495 New
PC
1082
Port Capital
Illinois
$231K +$6.16K +66 +3%
MIP
1083
Marietta Investment Partners
Wisconsin
$230K
LPT
1084
Legacy Private Trust
Wisconsin
$230K
FWM
1085
Focused Wealth Management
New York
$230K +$94 +1 +0%
CAM
1086
Covenant Asset Management
New Jersey
$229K
WIA
1087
Wealthstreet Investment Advisors
Texas
$228K -$51.4K -550 -18%
BCM
1088
BTR Capital Management
California
$226K
TP
1089
Tranquility Partners
Tennessee
$224K +$224K +2,395 New
CWP
1090
Capital Wealth Planning
Florida
$223K +$223K +2,383 New
MWP
1091
Moller Wealth Partners
$222K -$222K -2,368 -50%
CWM
1092
Cabot Wealth Management
Massachusetts
$222K
PWPS
1093
Pinnacle Wealth Planning Services
Ohio
$221K +$23.5K +251 +12%
OIA
1094
Optimum Investment Advisors
Illinois
$220K -$9.37K -100 -4%
ET
1095
Equitable Trust
Tennessee
$219K -$39.9K -426 -15%
ARMT
1096
Amica Retiree Medical Trust
Rhode Island
$219K
PFA
1097
Paradigm Financial Advisors
Missouri
$219K
GCA
1098
Guardian Capital Advisors
Ontario, Canada
$219K
FCCM
1099
First City Capital Management
Georgia
$218K
LIM
1100
Loudon Investment Management
New Hampshire
$218K