PSX icon

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 %
Walleye Trading
1176
Walleye Trading
New York
$182K -$809K -8,485 -82%
RIA
1177
Realta Investment Advisors
Delaware
$181K +$181K +1,897 New
PRC
1178
Pearl River Capital
Michigan
$174K +$155K +1,618 +809%
WAP
1179
Wealthcare Advisory Partners
Pennsylvania
$172K -$3.24K -34 -2%
PMFA
1180
Plante Moran Financial Advisors
Michigan
$171K +$39.4K +413 +30%
PCM
1181
Penserra Capital Management
California
$169K -$37.4K -394 -18%
RWA
1182
Ropes Wealth Advisors
Massachusetts
$168K +$36K +378 +27%
CWA
1183
Clarus Wealth Advisors
Arizona
$156K +$855 +9 +0.6%
JWM
1184
Janiczek Wealth Management
Colorado
$153K
ST
1185
Smithfield Trust
Pennsylvania
$153K +$10K +105 +7%
RP
1186
Rowlandmiller & Partners
Georgia
$152K +$152K +1,600 New
NICM
1187
Neo Ivy Capital Management
New York
$151K -$231K -2,437 -60%
FANJ
1188
Financial Architects (New Jersey)
New Jersey
$150K +$11.3K +119 +8%
FGAM
1189
Financial Gravity Asset Management
Texas
$150K +$150K +1,578 New
APC
1190
Aspire Private Capital
North Carolina
$149K
EWM
1191
Executive Wealth Management
Michigan
$148K -$29.8K -313 -17%
ADL
1192
Asset Dedication LLC
California
$147K
M
1193
MOTCO
Texas
$146K
IRC
1194
Investors Research Corp
Georgia
$145K +$145K +1,522 New
TL
1195
TrueWealth LLC
Georgia
$144K
PCIA
1196
Prime Capital Investment Advisors
Kansas
$133K +$6.74K +71 +5%
CFGS
1197
Concourse Financial Group Securities
Alabama
$129K -$242K -2,565 -65%
FPFS
1198
First Personal Financial Services
North Carolina
$129K
POIA
1199
Pin Oak Investment Advisors
Texas
$126K
SIAP
1200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$121K -$7.79K -82 -6%