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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 %
RFA
1201
Reilly Financial Advisors
California
$121K +$5.8K +61 +5%
CA
1202
Crewe Advisors
Utah
$119K +$72.3K +761 +155%
CCM
1203
Cribstone Capital Management
Maine
$117K
GLI
1204
Guardian Life Insurance
New York
$115K
SMFS
1205
Squar Milner Financial Services
California
$114K
BAM
1206
Bruderman Asset Management
New York
$113K -$9.72K -102 -8%
HI
1207
Hudock Inc
Pennsylvania
$111K -$4.72K -50 -4%
GAM
1208
Gemmer Asset Management
California
$111K +$13K +137 +13%
LC
1209
Lindbrook Capital
California
$106K
VCM
1210
Versant Capital Management
Arizona
$105K -$4.06K -43 -4%
FPB
1211
First PREMIER Bank
South Dakota
$104K +$62.5K +662 +150%
LWM
1212
Lenox Wealth Management
Ohio
$103K -$286 -3 -0.3%
HIIFS
1213
Harel Insurance Investments & Financial Services
Israel
$100K -$286K -3,000 -74%
JCM
1214
Jacobi Capital Management
Pennsylvania
$96K +$663 +7 +0.7%
FCB
1215
First Command Bank
Texas
$94K
FCFS
1216
First Command Financial Services
Texas
$94K
MSFP
1217
Mark Sheptoff Financial Planning
Connecticut
$93K
CAL
1218
Capital Advisors Ltd
Ohio
$90K
ONST
1219
Old North State Trust
North Carolina
$89K
LWCFA
1220
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K +$1.52K +16 +2%
CAW
1221
Cornerstone Advisors (Washington)
Washington
$88K -$11.3K -118 -11%
FNB
1222
Farmers National Bank
Kentucky
$88K +$88K +922 New
SA
1223
SRH Advisors
Kansas
$87K
MA
1224
MCF Advisors
Kentucky
$86K -$15K -158 -15%
TFS
1225
TrustCore Financial Services
Tennessee
$84K +$84K +880 New