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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 %
LWANC
1151
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K
PFBT
1152
Parkside Financial Bank & Trust
Missouri
$221K +$12.1K +118 +6%
TW
1153
Transform Wealth
Colorado
$220K -$191K -1,861 -46%
MFG
1154
MidWestOne Financial Group
Iowa
$220K -$4.93K -48 -2%
CA
1155
Capital Advantage
California
$219K +$219K +2,138 New
GVAG
1156
Great Valley Advisor Group
Delaware
$219K +$219K +2,147 New
BCI
1157
Brinker Capital Investments
Pennsylvania
$218K -$59.9K -584 -22%
PCIA
1158
Prime Capital Investment Advisors
Kansas
$218K +$10.6K +104 +5%
Millennium Management
1159
Millennium Management
New York
$216K -$23M -225,288 -99%
PAM
1160
Private Asset Management
California
$216K -$4.5K -44 -2%
WFM
1161
Wolff Financial Management
Michigan
$216K +$216K +2,110 New
FWM
1162
Fairhaven Wealth Management
Illinois
$216K +$216K +2,113 New
DIM
1163
Delta Investment Management
California
$215K -$63.1K -618 -23%
GCA
1164
Guardian Capital Advisors
Ontario, Canada
$215K -$7.37K -75 -3%
CP
1165
Covenant Partners
Tennessee
$215K +$215K +2,098 New
CA
1166
Claro Advisors
Massachusetts
$214K +$214K +2,085 New
SIM
1167
SSI Investment Management
California
$212K +$212K +2,074 New
NP
1168
NorthRock Partners
Minnesota
$211K +$211K +2,058 New
ZCM
1169
Zebra Capital Management
Connecticut
$210K -$330K -3,215 -61%
CWM
1170
Cabot Wealth Management
Massachusetts
$210K -$32.8K -321 -14%
CF
1171
Centaurus Financial
California
$210K -$23.6K -231 -10%
LIA
1172
LBMC Investment Advisors
Tennessee
$209K +$209K +2,041 New
LA
1173
LexAurum Advisors
Kansas
$208K +$208K +2,029 New
CBFP
1174
Cedar Brook Financial Partners
Ohio
$208K +$208K +2,031 New
BCM
1175
BTR Capital Management
California
$207K -$41K -400 -17%