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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 %
CAM
1101
Covenant Asset Management
New Jersey
$251K
WA
1102
WP Advisors
California
$250K -$10.6K -103 -4%
BB
1103
Busey Bank
Illinois
$250K +$250K +2,439 New
PRC
1104
Pearl River Capital
Michigan
$250K +$250K +2,442 New
CAM
1105
Close Asset Management
United Kingdom
$249K +$12.3K +120 +5%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$249K +$42.2K +442 +20%
RCAG
1107
Rehmann Capital Advisory Group
Michigan
$247K +$22.5K +220 +10%
CW
1108
CreativeOne Wealth
Kansas
$246K +$246K +2,396 New
TP
1109
Tranquility Partners
Tennessee
$245K
FHA
1110
First Horizon Advisors
Tennessee
$244K -$118K -1,150 -33%
MBT
1111
Montecito Bank & Trust
California
$244K -$30.8K -300 -11%
AIC
1112
Ameritas Investment Company
Nebraska
$244K +$244K +2,362 New
MFG
1113
Magnus Financial Group
New York
$243K +$5.12K +50 +2%
MWP
1114
Moller Wealth Partners
$242K
GW
1115
GW & Wade
Massachusetts
$242K +$12.8K +125 +6%
SWA
1116
Sutton Wealth Advisors
Florida
$240K +$31.1K +304 +15%
PFA
1117
Paradigm Financial Advisors
Missouri
$240K
AWE
1118
Avidian Wealth Enterprises
Texas
$239K -$331K -3,227 -58%
FCCM
1119
First City Capital Management
Georgia
$239K
SFG
1120
SNS Financial Group
Minnesota
$238K -$1.26M -12,281 -84%
MWPCG
1121
Measured Wealth Private Client Group
New Hampshire
$238K -$278K -2,707 -54%
CNB
1122
Camden National Bank
Maine
$238K -$19.2K -187 -7%
LIM
1123
Loudon Investment Management
New Hampshire
$238K
KLCM
1124
KG&L Capital Management
Louisiana
$237K +$237K +2,320 New
FNC
1125
First National Corp
Massachusetts
$236K -$65K -635 -22%