PSX icon

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 %
GLI
1201
Guardian Life Insurance
New York
$136K +$4.97K +44 +4%
TA
1202
Townsend & Associates
Colorado
$136K +$14.8K +131 +12%
FANJ
1203
Financial Architects (New Jersey)
New Jersey
$134K -$14.6K -129 -10%
SLF
1204
Sun Life Financial
Ontario, Canada
$132K -$199K -1,764 -60%
HR
1205
Howe & Rusling
New York
$129K +$39.1K +348 +44%
SMFS
1206
Squar Milner Financial Services
California
$127K -$112K -999 -47%
GAM
1207
Gemmer Asset Management
California
$127K -$4.38K -39 -3%
POIA
1208
Pin Oak Investment Advisors
Texas
$124K
MA
1209
MCF Advisors
Kentucky
$120K
LWM
1210
Lenox Wealth Management
Ohio
$120K +$26.4K +234 +28%
JCM
1211
Jacobi Capital Management
Pennsylvania
$118K +$226 +2 +0.2%
CAW
1212
Cornerstone Advisors (Washington)
Washington
$115K -$29.6K -262 -20%
RP
1213
Rowlandmiller & Partners
Georgia
$113K
KA
1214
Kaizen Advisory
Illinois
$113K
OFW
1215
Omnia Family Wealth
Florida
$113K
BEAM
1216
Baker Ellis Asset Management
Washington
$111K
FL
1217
Fort LP
Maryland
$111K +$111K +988 New
MSFP
1218
Mark Sheptoff Financial Planning
Connecticut
$110K
RFA
1219
Reilly Financial Advisors
California
$108K
CAL
1220
Capital Advisors Ltd
Ohio
$106K +$64K +570 +152%
ONST
1221
Old North State Trust
North Carolina
$106K +$106K +938 New
AWM
1222
Aevitas Wealth Management
Massachusetts
$104K -$1.13K -10 -1%
LWCFA
1223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K
FIB
1224
First Interstate Bank
Montana
$104K
SA
1225
SRH Advisors
Kansas
$102K