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Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1201
CSat Investment Advisory
Michigan
$157K +$13.2K +129 +9%
WC
1202
Weil Company
California
$147K +$147K +1,433 New
GSWM
1203
Golden State Wealth Management
California
$142K +$80.9K +791 +132%
LWM
1204
Lenox Wealth Management
Ohio
$139K +$7.86K +77 +6%
WG
1205
Welch Group
Alabama
$138K -$14.6K -142 -10%
PO
1206
Private Ocean
California
$138K +$22.5K +219 +20%
CA
1207
Crewe Advisors
Utah
$136K -$231K -2,263 -63%
Capstone Investment Advisors
1208
Capstone Investment Advisors
New York
$134K -$1.33M -12,990 -91%
GLI
1209
Guardian Life Insurance
New York
$134K +$10.5K +103 +9%
CIAS
1210
Capital Investment Advisory Services
North Carolina
$132K +$13.3K +130 +11%
NIM
1211
NuWave Investment Management
New Jersey
$131K +$104K +1,006 +380%
SIAP
1212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$130K
RFA
1213
Reilly Financial Advisors
California
$129K
CAW
1214
Cornerstone Advisors (Washington)
Washington
$127K +$29.1K +284 +30%
FPFS
1215
First Personal Financial Services
North Carolina
$126K -$20.7K -203 -14%
LC
1216
Lindbrook Capital
California
$126K +$5.31K +52 +4%
CMBA
1217
C.M. Bidwell & Associates
Hawaii
$124K +$124K +1,215 New
AAP
1218
Arax Advisory Partners
Colorado
$123K
ETI
1219
Enterprise Trust & Investment
California
$123K
HI
1220
Hudock Inc
Pennsylvania
$121K +$611 +6 +0.5%
EIP
1221
Ellis Investment Partners
Pennsylvania
$119K +$3.31K +33 +3%
M
1222
MOTCO
Texas
$117K -$21.8K -214 -16%
LWCFA
1223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K +$22.9K +224 +24%
KWA
1224
KCS Wealth Advisory
California
$117K +$117K +1,141 New
GRP
1225
Global Retirement Partners
California
$114K +$6.83K +67 +6%