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Phillips 66

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1101
Modera Wealth Management
New Jersey
$235K +$235K +2,090 New
ET
1102
Equitable Trust
Tennessee
$234K +$234K +2,088 New
JT
1103
Jump Trading
Illinois
$233K +$233K +2,079 New
WCM
1104
Whitener Capital Management
North Carolina
$232K +$112 +1 +0%
GC
1105
Gilbert & Cook
Iowa
$231K +$231K +2,055 New
LA
1106
LVW Advisors
New York
$230K -$7.07K -63 -3%
SIC
1107
SFE Investment Counsel
California
$228K +$228K +2,028 New
FAT
1108
First American Trust
California
$227K -$50.4K -448 -18%
BC
1109
Barnett & Company
Tennessee
$227K
DT
1110
Diversified Trust
Tennessee
$226K +$226K +2,008 New
EGA
1111
Eagle Global Advisors
Texas
$226K +$226K +2,008 New
WAP
1112
Wealthcare Advisory Partners
Pennsylvania
$225K +$14.5K +129 +7%
SIC
1113
Schwartz Investment Counsel
Michigan
$225K +$225K +2,000 New
AIA
1114
Arbor Investment Advisors
North Carolina
$225K +$225K +2,003 New
MFW
1115
Meristem Family Wealth
Minnesota
$225K +$225K +2,005 New
AIP
1116
Ahrens Investment Partners
Louisiana
$224K -$44.9K -399 -17%
GC
1117
Grace Capital
Massachusetts
$224K +$224K +2,000 New
KBFS
1118
Kohmann Bosshard Financial Services
Ohio
$223K
BFC
1119
Bedel Financial Consulting
Indiana
$222K
SWM
1120
Stockman Wealth Management
Montana
$222K +$222K +1,976 New
CPA
1121
Court Place Advisors
Maryland
$221K +$221K +1,965 New
MJRIC
1122
Mogy Joel R Investment Counsel
California
$221K +$221K +1,969 New
Kovitz Investment Group Partners
1123
Kovitz Investment Group Partners
Illinois
$221K +$221K +1,970 New
ANB
1124
Amarillo National Bank
Texas
$219K -$40.5K -361 -16%
CAM
1125
Close Asset Management
United Kingdom
$219K