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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 %
BCA
1151
Bray Capital Advisors
Florida
$210K +$1.24K +13 +0.6%
SBL
1152
Sargent Bickham Lagudis
Colorado
$209K
EFSCE
1153
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$130K +1,366 +168%
DDC
1154
DF Dent & Co
Maryland
$207K -$28.6K -300 -12%
IP
1155
Investment Partners
Ohio
$207K +$207K +2,170 New
BAAM
1156
Baker Avenue Asset Management
California
$205K +$205K +2,157 New
CA
1157
Capital Advantage
California
$203K +$203K +2,138 New
WP
1158
WealthSource Partners
California
$202K -$31.6K -333 -14%
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$202K +$202K +2,113 New
FWM
1160
Fairhaven Wealth Management
Illinois
$201K +$201K +2,113 New
PPP
1161
Private Portfolio Partners
New Jersey
$201K +$201K +2,116 New
DSI
1162
Daiwa SB Investments
Japan
$200K -$16.2K -170 -7%
LSAG
1163
Lake Street Advisors Group
New Hampshire
$200K +$200K +2,104 New
WCM
1164
Whitener Capital Management
North Carolina
$195K -$94.6K -998 -33%
SWA
1165
Sutton Wealth Advisors
Florida
$195K +$666 +7 +0.3%
QCG
1166
Quadrant Capital Group
Ohio
$194K -$2.89K -33 -1%
BC
1167
Barnett & Company
Tennessee
$193K
CMBA
1168
C.M. Bidwell & Associates
Hawaii
$192K
LWANC
1169
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K
KBFS
1170
Kohmann Bosshard Financial Services
Ohio
$189K
PFBT
1171
Parkside Financial Bank & Trust
Missouri
$189K +$7.61K +80 +4%
BFC
1172
Bedel Financial Consulting
Indiana
$188K
RCAG
1173
Rehmann Capital Advisory Group
Michigan
$187K +$22.8K +239 +14%
TFO
1174
Tarbox Family Office
California
$187K
IUHSA
1175
Itau Unibanco Holding S.A.
Brazil
$186K