PSX icon

Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
1076
B. Riley Wealth Management
Tennessee
$270K +$1.43K +14 +0.5%
DSC
1077
Duncker Streett & Co
Missouri
$268K
AFG
1078
Albion Financial Group
Utah
$268K
AW
1079
ACG Wealth
Georgia
$268K +$32.2K +315 +14%
NFP
1080
Narus Financial Partners
Utah
$268K +$102 +1 +0%
RP
1081
Rowlandmiller & Partners
Georgia
$267K +$35.9K +350 +16%
DAC
1082
Dividend Assets Capital
South Carolina
$267K
TSW
1083
Thompson Siegel & Walmsley
Virginia
$265K -$512K -5,000 -66%
OWP
1084
Obermeyer Wealth Partners
Colorado
$264K -$58.1K -567 -18%
MPWT
1085
MassMutual Private Wealth & Trust
Connecticut
$263K -$155K -1,515 -37%
YWP
1086
YorkBridge Wealth Partners
New York
$263K -$138K -1,344 -34%
WP
1087
WealthSource Partners
California
$263K -$7.48K -73 -3%
DAM
1088
Delta Asset Management
Tennessee
$263K +$241K +2,351 +1,083%
WPW
1089
Waldron Private Wealth
Pennsylvania
$262K -$62.6K -612 -19%
SNT
1090
Security National Trust
West Virginia
$262K
WAG
1091
Winthrop Advisory Group
Massachusetts
$262K +$2.15K +21 +0.8%
ACA
1092
Anchor Capital Advisors
Massachusetts
$260K
ET
1093
Equitable Trust
Tennessee
$258K +$18.4K +180 +8%
SCP
1094
Syntal Capital Partners
Texas
$257K -$31.5K -308 -11%
GC
1095
Grimes & Company
Massachusetts
$256K -$74.6K -727 -23%
NCM
1096
Next Capital Management
New York
$256K -$39.2K -383 -13%
PC
1097
Port Capital
Illinois
$253K
LPT
1098
Legacy Private Trust
Wisconsin
$252K
FWM
1099
Focused Wealth Management
New York
$252K
MIP
1100
Marietta Investment Partners
Wisconsin
$252K