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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1226
Country Trust Bank
Illinois
$16K
OCM
1227
Oakview Capital Management
Texas
$16K +$16K +167 New
LFA
1228
Legacy Financial Advisors
Kentucky
$15K
TCM
1229
TD Capital Management
Tennessee
$15K
CAL
1230
Capital Analysts LLC
Pennsylvania
$14K
MFBTD
1231
MB Financial Bank - Trust Department
Illinois
$14K
CIM
1232
Contravisory Investment Management
Massachusetts
$14K
PCA
1233
Peddock Capital Advisors
Massachusetts
$13K
LWA
1234
Lenox Wealth Advisors
New York
$13K +$8.11K +83 +166%
CWM
1235
Cranbrook Wealth Management
Michigan
$12K
APSP
1236
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K
JWA
1237
JFS Wealth Advisors
Pennsylvania
$12K
FMB
1238
Field & Main Bank
Kentucky
$12K
THWM
1239
Taylor Hoffman Wealth Management
Virginia
$12K
GGI
1240
Godsey & Gibb Inc
Virginia
$12K +$12K +122 New
OBWP
1241
O'Brien Wealth Partners
Massachusetts
$12K +$12K +125 New
CAGAS
1242
Capital Advisory Group Advisory Services
Minnesota
$11K +$11K +117 New
FEG
1243
Financial Enhancement Group
Indiana
$11K +$11K +119 New
PW
1244
Price Wealth
Texas
$10K -$10K -107 -50%
PCTC
1245
Perkins Coie Trust Company
Washington
$10K
MBT
1246
Monroe Bank & Trust
Michigan
$10K
BWA
1247
Burt Wealth Advisors
Maryland
$10K
SIS
1248
Sound Income Strategies
Florida
$10K
FMA
1249
FNY Managed Accounts
New York
$10K +$10K +106 New
SSA
1250
South Street Advisors
New York
$9.42K +$120 +1,250 +1%