PSX icon

Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1176
Catamount Wealth Management
Connecticut
$40K
OSNBOA
1177
Old Second National Bank of Aurora
Illinois
$39K
KA
1178
Kaizen Advisory
Illinois
$39K
SFM
1179
Signet Financial Management
New Jersey
$38K +$38K +396 New
PCM
1180
Penserra Capital Management
California
$38K +$38K +399 New
MOS
1181
MGO One Seven
Ohio
$37K
CA
1182
Crewe Advisors
Utah
$36K
MSA
1183
Marino Stram & Associates
Massachusetts
$35K -$3.23K -34 -8%
CAL
1184
Capital Advisors Ltd
Ohio
$35K
MCM
1185
MV Capital Management
Maryland
$35K
BCP
1186
Blackhawk Capital Partners
Wisconsin
$33K
PRS
1187
Pinkerton Retirement Specialists
Idaho
$33K
FPB
1188
First PREMIER Bank
South Dakota
$32K
ANBT
1189
American National Bank & Trust
Texas
$31K
PCP
1190
Proficio Capital Partners
Massachusetts
$31K +$5.15K +53 +20%
BCI
1191
Brinker Capital Investments
Pennsylvania
$29K
BBA
1192
Braun-Bostich & Associates
Pennsylvania
$29K
MWM
1193
Mascoma Wealth Management
New Hampshire
$29K
WF
1194
WealthTrust Fairport
Ohio
$29K +$29K +300 New
WAS
1195
WESPAC Advisors SoCal
California
$28K
MCWS
1196
McKinley Carter Wealth Services
West Virginia
$28K +$28K +288 New
GWS
1197
Glassman Wealth Services
Virginia
$27K -$4.8K -50 -15%
TCM
1198
Tradewinds Capital Management
Washington
$27K
JGIA
1199
Jackson Grant Investment Advisers
Connecticut
$27K +$189 +2 +0.7%
NCM
1200
New Capital Management
Texas
$25K -$22K -229 -47%