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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 %
LCM
1126
Liberty Capital Management
Michigan
$236K
LA
1127
Legacy Advisors
Pennsylvania
$236K
WDA
1128
Wendell David Associates
New Hampshire
$235K
CC
1129
Cognios Capital
Kansas
$234K -$132K -1,287 -36%
DJSG
1130
D.J. St. Germain
Massachusetts
$234K
GM
1131
GeoWealth Management
Illinois
$234K +$234K +2,278 New
BCA
1132
Bray Capital Advisors
Florida
$229K +$1.43K +14 +0.6%
PPP
1133
Private Portfolio Partners
New Jersey
$229K +$2.05K +20 +0.9%
KBFS
1134
Kohmann Bosshard Financial Services
Ohio
$229K +$25.6K +250 +13%
SP
1135
Symmetry Partners
Connecticut
$228K -$167K -1,629 -42%
OIA
1136
Optimum Investment Advisors
Illinois
$227K -$13.8K -135 -6%
MWM
1137
Modera Wealth Management
New Jersey
$227K
FMP
1138
Financial Management Professionals
Texas
$227K
MWA
1139
Meridian Wealth Advisors
Texas
$227K
MFW
1140
Meristem Family Wealth
Minnesota
$227K +$227K +2,217 New
CBOR
1141
Community Bank of Raymore
Missouri
$227K +$227K +2,218 New
DI
1142
Diligent Investors
California
$226K
IP
1143
Investment Partners
Ohio
$226K +$1.84K +18 +0.8%
MIA
1144
MainStreet Investment Advisors
Illinois
$225K -$155K -1,515 -41%
KFS
1145
Kurt F. Somerville
$225K
PWW
1146
Pettyjohn Wood & White
Virginia
$225K
SRC
1147
Sage Rhino Capital
California
$224K -$7.79K -76 -3%
EFSCE
1148
Enterprise Financial Services Corp (EFSC)
Missouri
$224K +$2.77K +27 +1%
ACA
1149
Aptus Capital Advisors
Alabama
$224K +$224K +2,189 New
LWANC
1150
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K