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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 %
WCM
1226
WealthBridge Capital Management
Ohio
$82K -$1.29K -15 -2%
AWM
1227
Aevitas Wealth Management
Massachusetts
$78K
WCG
1228
Weaver Consulting Group
California
$78K +$78K +911 New
BDWM
1229
Brewin Dolphin Wealth Management
Ireland
$76.1K
CIAS
1230
Capital Investment Advisory Services
North Carolina
$76K +$13.2K +138 +21%
AIS
1231
Accurate Investment Solutions
Pennsylvania
$73K +$286 +3 +0.4%
JFA
1232
JNBA Financial Advisors
Minnesota
$72K
KPW
1233
Kore Private Wealth
New York
$71K -$103K -1,076 -59%
CCMW
1234
Cypress Capital Management (Wyoming)
Wyoming
$71K -$3.22K -34 -4%
HR
1235
Howe & Rusling
New York
$70K -$24.4K -257 -26%
QCIG
1236
Quad-Cities Investment Group
Iowa
$69K -$96K -1,016 -58%
SLF
1237
Sun Life Financial
Ontario, Canada
$68K -$43.5K -457 -39%
IAS
1238
IMA Advisory Services
Colorado
$68K
TA
1239
Thor Advisors
New York
$67K +$67K +705 New
OC
1240
Oakworth Capital
Alabama
$66K
TFA
1241
Toth Financial Advisory
Virginia
$66K +$567 +6 +0.9%
TIM
1242
Tortoise Investment Management
New York
$66K +$9.46K +100 +17%
FIB
1243
First Interstate Bank
Montana
$65K -$51.7K -542 -44%
DBT
1244
Dubuque Bank & Trust
Iowa
$64K -$53.2K -562 -45%
LFA
1245
Legacy Financial Advisors
Kentucky
$64K +$7.14K +75 +13%
GEA
1246
Glen Eagle Advisors
New Jersey
$62.8K
ME
1247
McIlrath & Eck
Washington
$62K +$4.87K +51 +9%
GSWM
1248
Golden State Wealth Management
California
$62K +$62K +656 New
RIA
1249
RPG Investment Advisory
California
$61K +$42K +442 +221%
AA
1250
Advisory Alpha
Michigan
$60.3K +$60.3K +703 New