PSX icon

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 %
TFO
1126
Tarbox Family Office
California
$229K -$61.3K -544 -21%
LA
1127
LexAurum Advisors
Kansas
$229K +$229K +2,029 New
DSI
1128
Daiwa SB Investments
Japan
$228K -$50.8K -450 -18%
BC
1129
Barnett & Company
Tennessee
$228K
NFA
1130
Nuveen Fund Advisors
Illinois
$226K -$152K -1,349 -40%
EGA
1131
Eagle Global Advisors
Texas
$226K
MFW
1132
Meristem Family Wealth
Minnesota
$226K
GC
1133
Grace Capital
Massachusetts
$226K
DT
1134
Diversified Trust
Tennessee
$226K
ST
1135
Smithfield Trust
Pennsylvania
$225K -$22.6K -200 -9%
SIC
1136
Schwartz Investment Counsel
Michigan
$225K
GC
1137
Grimes & Company
Massachusetts
$225K +$225K +1,989 New
WIM
1138
Wittenberg Investment Management
Massachusetts
$225K +$225K +2,000 New
KBFS
1139
Kohmann Bosshard Financial Services
Ohio
$224K
MJRIC
1140
Mogy Joel R Investment Counsel
California
$221K -$1.36K -12 -0.6%
MGIA
1141
Moneta Group Investment Advisors
Missouri
$220K -$62.1K -551 -22%
Kovitz Investment Group Partners
1142
Kovitz Investment Group Partners
Illinois
$220K -$2.26K -20 -1%
LCP
1143
Legacy Capital Partners
Wisconsin
$220K +$220K +1,948 New
ANB
1144
Amarillo National Bank
Texas
$219K -$1.01K -9 -0.5%
NDSI
1145
Newman Dignan & Sheerar Inc
Rhode Island
$219K
CA
1146
Calton & Associates
Florida
$219K +$29.4K +261 +16%
SWA
1147
Sutton Wealth Advisors
Florida
$218K
CPA
1148
Court Place Advisors
Maryland
$218K -$3.61K -32 -2%
QCG
1149
Quadrant Capital Group
Ohio
$218K +$4.22K +40 +2%
BFO
1150
Boston Family Office
Massachusetts
$218K +$7.66K +68 +4%