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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
1101
First Horizon Advisors
Tennessee
$106K -$17.8K -186 -14%
POIA
1102
Pin Oak Investment Advisors
Texas
$106K -$7.01K -73 -6%
FNB
1103
Farmers National Bank
Kentucky
$105K +$23K +240 +28%
BAM
1104
Bruderman Asset Management
New York
$105K +$105K +1,099 New
MA
1105
MCF Advisors
Kentucky
$102K
TA
1106
Townsend & Associates
Colorado
$102K +$670 +7 +0.7%
JCM
1107
Jacobi Capital Management
Pennsylvania
$99K +$190 +2 +0.2%
M
1108
MOTCO
Texas
$99K +$74.1K +770 +297%
FPS
1109
Fieldpoint Private Securities
Connecticut
$97K
MSFP
1110
Mark Sheptoff Financial Planning
Connecticut
$94K
GLI
1111
Guardian Life Insurance
New York
$93K -$40.9K -425 -31%
1IA
1112
1834 Investment Advisors
Wisconsin
$91K -$81.1K -847 -47%
AWM
1113
Aevitas Wealth Management
Massachusetts
$90K +$20.2K +210 +29%
OC
1114
Oakworth Capital
Alabama
$89K -$7.93K -71 -8%
LWCFA
1115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K -$27.4K -287 -24%
FIB
1116
First Interstate Bank
Montana
$88K -$3.24K -34 -4%
SA
1117
SRH Advisors
Kansas
$87K
RFA
1118
Reilly Financial Advisors
California
$87K
JFA
1119
JNBA Financial Advisors
Minnesota
$82K -$9.61K -100 -10%
VCM
1120
Vigilant Capital Management
Maine
$82K +$57.7K +605 +237%
PWAG
1121
Polaris Wealth Advisory Group
California
$82K +$82K +850 New
CCMW
1122
Cypress Capital Management (Wyoming)
Wyoming
$79K -$7.18K -75 -8%
CHP
1123
Cable Hill Partners
Oregon
$78K
RWP
1124
RWA Wealth Partners
Massachusetts
$78K +$78K +817 New
EFSCE
1125
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$33.6K -349 -30%