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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 %
FCFS
1251
First Command Financial Services
Texas
$64K
BRC
1252
Bell Rock Capital
Delaware
$64K +$341 +3 +0.5%
AP
1253
Atwood & Palmer
Missouri
$63K -$3.81K -34 -6%
PO
1254
Private Ocean
California
$63K
WB
1255
Webster Bank
Connecticut
$62K -$22.8K -200 -27%
AF
1256
Allworth Financial
California
$62K -$2.14K -19 -3%
VCM
1257
Vigilant Capital Management
Maine
$62K
BCI
1258
Brinker Capital Investments
Pennsylvania
$62K +$26K +231 +72%
KTC
1259
Kistler-Tiffany Companies
Pennsylvania
$59K
GRP
1260
Global Retirement Partners
California
$59K +$1.23K +11 +2%
BWA
1261
BDO Wealth Advisors
Florida
$57K
AWMS
1262
Advocacy Wealth Management Services
Georgia
$57K
CAL
1263
Capital Analysts LLC
Pennsylvania
$57K +$40.1K +357 +238%
ECM
1264
Exchange Capital Management
Michigan
$56K +$56K +500 New
CA
1265
Crewe Advisors
Utah
$55K -$12.9K -115 -19%
DOA
1266
D'Orazio & Associates
Virginia
$55K
RFWA
1267
RPg Family Wealth Advisory
Massachusetts
$53.4K -$16.9K -150 -24%
ACS
1268
Archford Capital Strategies
Illinois
$53K +$10.6K +94 +25%
AAP
1269
Arax Advisory Partners
Colorado
$53K +$27.2K +241 +105%
GI
1270
Gradient Investments
Minnesota
$52K -$25.5K -225 -33%
DAM
1271
Delta Asset Management
Tennessee
$52K -$15K -135 -22%
Financial Engines Advisors
1272
Financial Engines Advisors
California
$52K -$2.5K -22 -5%
KPCM
1273
Kings Point Capital Management
New York
$52K
MCM
1274
MV Capital Management
Maryland
$52K +$10.9K +97 +27%
BBA
1275
Braun-Bostich & Associates
Pennsylvania
$52K +$17.6K +155 +51%