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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 %
KFC
1101
Klingenstein Fields & Co
New York
$251K -$5.08K -45 -2%
GW
1102
GW & Wade
Massachusetts
$251K +$225 +2 +0.1%
APG
1103
Abacus Planning Group
South Carolina
$250K +$451 +4 +0.2%
MWM
1104
Modera Wealth Management
New Jersey
$250K +$14.5K +129 +6%
MHS
1105
M Holdings Securities
Oregon
$248K -$53.3K -472 -18%
DJSG
1106
D.J. St. Germain
Massachusetts
$248K
CFN
1107
Cordasco Financial Network
Florida
$248K
SBL
1108
Sargent Bickham Lagudis
Colorado
$247K +$113 +1 +0%
EIA
1109
Edgemoor Investment Advisors
Maryland
$246K
BCA
1110
Bray Capital Advisors
Florida
$246K +$1.13K +10 +0.5%
FB
1111
Fulton Bank
Pennsylvania
$246K +$2.82K +25 +1%
PWPS
1112
Pinnacle Wealth Planning Services
Ohio
$244K -$563 -5 -0.2%
TTWM
1113
TCV Trust & Wealth Management
Virginia
$244K
MA
1114
MANA Advisors
New York
$241K +$241K +2,139 New
AIM
1115
Acropolis Investment Management
Missouri
$238K +$131K +1,160 +122%
EGA
1116
E&G Advisors
Texas
$237K
TAM
1117
Trillium Asset Management
Massachusetts
$236K
PCMC
1118
Paragon Capital Management (Colorado)
Colorado
$236K
PGFC
1119
Peapack-Gladstone Financial Corp
New Jersey
$235K -$37.1K -328 -14%
WCM
1120
Whitener Capital Management
North Carolina
$231K -$1.46K -13 -0.6%
CMBA
1121
C.M. Bidwell & Associates
Hawaii
$231K +$231K +2,045 New
ACM
1122
AlphaStar Capital Management
North Carolina
$230K -$20K -177 -8%
KIA
1123
KCM Investment Advisors
California
$230K -$7.78K -69 -3%
AIP
1124
Ahrens Investment Partners
Louisiana
$230K +$5.74K +51 +3%
SL
1125
Signition LP
New York
$229K -$379K -3,357 -62%