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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 %
SP
1251
SWS Partners
Ohio
$9K
SFA
1252
Spectrum Financial Alliance
Kentucky
$9K +$9K +100 New
EWM
1253
Elmwood Wealth Management
California
$7.35K +$7.35K +77 New
AWA
1254
Acorn Wealth Advisors
Michigan
$7K
RAM
1255
Riggs Asset Management
Pennsylvania
$6K
SWMG
1256
Signature Wealth Management Group
Georgia
$6K
PSC
1257
Prentiss Smith & Co
Vermont
$5K
JA
1258
JOYN Advisors
Georgia
$5K +$5K +47 New
ECM
1259
Exchange Capital Management
Michigan
$5K +$5K +50 New
QAM
1260
QCI Asset Management
New York
$5K +$5K +57 New
SLF
1261
Sun Life Financial
Ontario, Canada
$3.72K -$147K -14,094 -98%
Nomura Holdings
1262
Nomura Holdings
Japan
$3.19K -$1.02K -10,626 -24%
WCAMG
1263
Woodard & Company Asset Management Group
North Carolina
$3K -$34.8K -325 -92%
CFD
1264
Creative Financial Designs
Indiana
$3K -$2.74K -31 -48%
IF
1265
Ironwood Financial
Arizona
$3K -$2.5K -25 -45%
OFW
1266
Omnia Family Wealth
Florida
$3K
CPA
1267
Clear Perspective Advisors
Illinois
$3K
BWL
1268
Bogart Wealth LLC
Virginia
$3K
TWMP
1269
Taylor Wealth Management Partners
Massachusetts
$3K
SC
1270
Sawyer & Company
Massachusetts
$3K
SIAS
1271
Shine Investment Advisory Services
Colorado
$3K
HCM
1272
Horrell Capital Management
Arkansas
$3K
WWM
1273
Willingdon Wealth Management
North Carolina
$3K
CIA
1274
Covington Investment Advisors
Pennsylvania
$2.47K +$67 +695 +3%
WAS
1275
Winch Advisory Services
Wisconsin
$2K