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Phillips 66

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PM
1176
Penbrook Management
New York
$201K +$201K +1,779 New
TFF
1177
The Family Firm
Maryland
$200K -$5.4K -48 -3%
AB
1178
AT Bancorp
Iowa
$200K +$200K +1,778 New
QCIG
1179
Quad-Cities Investment Group
Iowa
$198K
CAPTRUST Financial Advisors
1180
CAPTRUST Financial Advisors
North Carolina
$196K -$8.89K -79 -4%
PCIA
1181
Prime Capital Investment Advisors
Kansas
$195K +$32.2K +286 +20%
FPS
1182
Fieldpoint Private Securities
Connecticut
$195K +$81.6K +725 +72%
C
1183
Cerebellum
California
$187K +$13K +115 +7%
DPA
1184
Delphi Private Advisors
California
$185K
VCM
1185
Versant Capital Management
Arizona
$184K -$898 -8 -0.5%
M
1186
MOTCO
Texas
$184K +$11.4K +101 +7%
TPWA
1187
TRUE Private Wealth Advisors
Oregon
$184K +$184K +1,629 New
Carson Wealth (CWM LLC)
1188
Carson Wealth (CWM LLC)
Nebraska
$181K +$11.6K +103 +7%
ADL
1189
Asset Dedication LLC
California
$175K
TL
1190
TrueWealth LLC
Georgia
$172K +$3.84K +34 +2%
WIM
1191
Westside Investment Management
California
$162K
TC
1192
Truvestments Capital
Florida
$159K +$159K +1,407 New
CWA
1193
Clarus Wealth Advisors
Arizona
$158K +$22.3K +197 +16%
RWA
1194
Ropes Wealth Advisors
Massachusetts
$156K +$90K +800 +137%
FPFS
1195
First Personal Financial Services
North Carolina
$153K -$21.3K -189 -12%
SIAP
1196
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$153K
DBT
1197
Dubuque Bank & Trust
Iowa
$140K -$1.36K -12 -1%
WWM
1198
Willingdon Wealth Management
North Carolina
$139K +$139K +1,232 New
CCM
1199
Cribstone Capital Management
Maine
$138K
HI
1200
Hudock Inc
Pennsylvania
$137K -$14.7K -131 -10%