PSX icon

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 %
CAC
1251
Certified Advisory Corp
Florida
$60K +$764 +8 +1%
EWM
1252
Endurance Wealth Management
Rhode Island
$59K
BWA
1253
BDO Wealth Advisors
Florida
$59K
RA
1254
Rational Advisors
New York
$58K +$41.4K +434 +249%
O
1255
Ossiam
France
$57K -$57.9K -611 -50%
CB
1256
CNB Bank
Pennsylvania
$57K
MNBTD
1257
Moody National Bank Trust Division
Texas
$57K +$23.5K +247 +70%
PGAM
1258
Princeton Global Asset Management
New Jersey
$57K +$57K +600 New
MCM
1259
MV Capital Management
Maryland
$56K +$14.1K +148 +34%
FFC
1260
First Financial Corp
Indiana
$55K
AP
1261
Atwood & Palmer
Missouri
$54K
PO
1262
Private Ocean
California
$53K
DOA
1263
D'Orazio & Associates
Virginia
$53K +$6.15K +64 +13%
WB
1264
Webster Bank
Connecticut
$52K
AF
1265
Allworth Financial
California
$51K -$1.53K -16 -3%
HCA
1266
Horan Capital Advisors
Ohio
$50K +$50K +524 New
TC
1267
Truvestments Capital
Florida
$49K +$49K +514 New
BAMG
1268
Brand Asset Management Group
Missouri
$47K +$19.4K +205 +70%
MFBTD
1269
MB Financial Bank - Trust Department
Illinois
$47K +$23.7K +246 +102%
Parallax Volatility Advisers
1270
Parallax Volatility Advisers
California
$45K -$42.6K -444 -49%
AWMS
1271
Advocacy Wealth Management Services
Georgia
$45K -$3.83K -40 -8%
ACS
1272
Archford Capital Strategies
Illinois
$45K
GWS
1273
Glassman Wealth Services
Virginia
$45K +$11.1K +116 +33%
TI
1274
Truehand Inc
New Hampshire
$44K
GRP
1275
Global Retirement Partners
California
$44K +$1.33K +14 +3%