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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 %
PWAG
1226
Polaris Wealth Advisory Group
California
$96K +$96K +850 New
KJWM
1227
Kiley Juergens Wealth Management
Washington
$92K +$19.6K +175 +27%
BDWM
1228
Brewin Dolphin Wealth Management
Ireland
$90.2K
TF
1229
Tompkins Financial
New York
$90K
EFSCE
1230
Enterprise Financial Services Corp (EFSC)
Missouri
$90K
ME
1231
McIlrath & Eck
Washington
$90K +$7.56K +67 +9%
KF
1232
Krilogy Financial
Missouri
$88K +$88K +779 New
AIS
1233
Accurate Investment Solutions
Pennsylvania
$86K +$227 +2 +0.3%
ICM
1234
IMS Capital Management
Oregon
$86K +$86K +759 New
CCMW
1235
Cypress Capital Management (Wyoming)
Wyoming
$85K
1IA
1236
1834 Investment Advisors
Wisconsin
$85K
TFS
1237
TrustCore Financial Services
Tennessee
$85K +$9.21K +82 +12%
OC
1238
Oakworth Capital
Alabama
$82K -$7.28K -65 -8%
IAS
1239
IMA Advisory Services
Colorado
$81K -$1.13K -10 -1%
HMS
1240
Hanseatic Management Services
New Mexico
$77K -$1.68K -15 -2%
TFA
1241
Toth Financial Advisory
Virginia
$77K +$560 +5 +0.7%
GEA
1242
Glen Eagle Advisors
New Jersey
$74.4K -$8.23K -73 -10%
EWM
1243
Endurance Wealth Management
Rhode Island
$70K
CAC
1244
Certified Advisory Corp
Florida
$70K +$227 +2 +0.3%
EAM
1245
Exane Asset Management
France
$69.1K +$69.1K +613 New
CB
1246
CNB Bank
Pennsylvania
$68K
TIM
1247
Tortoise Investment Management
New York
$67K
DWM
1248
Destination Wealth Management
California
$66K +$20.9K +186 +47%
FFC
1249
First Financial Corp
Indiana
$65K -$4.03K -36 -6%
FCFS
1250
First Command Financial Services
Texas
$64K