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Phillips 66

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
1126
Private Asset Management
California
$228K -$17.6K -185 -7%
NFG
1127
Nations Financial Group
Iowa
$228K +$228K +2,393 New
LWM
1128
Liberty Wealth Management
California
$227K +$157K +1,653 +225%
CWM
1129
Cabot Wealth Management
Massachusetts
$226K
ST
1130
Sentinel Trust
Texas
$226K +$226K +2,374 New
ACI
1131
Alpha Cubed Investments
California
$225K -$22.8K -240 -9%
NIM
1132
NuWave Investment Management
New Jersey
$225K +$208K +2,185 +1,256%
ARMT
1133
Amica Retiree Medical Trust
Rhode Island
$223K
PFA
1134
Paradigm Financial Advisors
Missouri
$223K
FCCM
1135
First City Capital Management
Georgia
$222K
LIM
1136
Loudon Investment Management
New Hampshire
$221K
CAM
1137
Close Asset Management
United Kingdom
$220K -$23.4M -245,750 -99%
WDA
1138
Wendell David Associates
New Hampshire
$219K -$49.2K -516 -18%
LCM
1139
Liberty Capital Management
Michigan
$219K +$219K +2,302 New
DJSG
1140
D.J. St. Germain
Massachusetts
$218K +$218K +2,287 New
JSL
1141
JT Stratford LLC
Georgia
$217K +$217K +2,285 New
GCA
1142
Guardian Capital Advisors
Ontario, Canada
$216K
HCM
1143
Harvest Capital Management
New Hampshire
$216K +$216K +2,274 New
1NWS
1144
1 North Wealth Services
Maryland
$215K +$84.1K +884 +64%
DI
1145
Diligent Investors
California
$215K +$215K +2,254 New
KFC
1146
Klingenstein Fields & Co
New York
$212K +$212K +2,225 New
GW
1147
GW & Wade
Massachusetts
$212K +$212K +2,230 New
APG
1148
Abacus Planning Group
South Carolina
$212K +$212K +2,231 New
FMP
1149
Financial Management Professionals
Texas
$211K -$4.76K -50 -2%
BST
1150
Bath Savings Trust
Maine
$211K +$211K +2,211 New