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Phillips 66

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1251
Heritage Wealth Advisors
Virginia
$37.5K 401 +163 +68%
CAL
1252
Capital Analysts LLC
Pennsylvania
$37K 395
TF
1253
TimeScale Financial
Massachusetts
$37K 393 +393 New
PCP
1254
Proficio Capital Partners
Massachusetts
$36K 383 -30 -7%
BBA
1255
Braun-Bostich & Associates
Pennsylvania
$36K 387
WAS
1256
Winch Advisory Services
Wisconsin
$35K 375 -45 -11%
1IA
1257
1834 Investment Advisors
Wisconsin
$33K 350
PFGIA
1258
Patriot Financial Group Insurance Agency
Massachusetts
$33K 343 +91 +36%
SLF
1259
Sun Life Financial
Ontario, Canada
$32K 341 -373 -52%
TF
1260
Tompkins Financial
New York
$32K 344
MF
1261
Manchester Financial
California
$32K 343 +343 New
CT
1262
Clearstead Trust
Maine
$30K 325
HGWM
1263
Harvest Group Wealth Management
Massachusetts
$30K 329 +1 +0.3%
JGIA
1264
Jackson Grant Investment Advisers
Connecticut
$30K 324 +3 +0.9%
AC
1265
Avestar Capital
New York
$29K 337 -10 -3%
MWM
1266
Mascoma Wealth Management
New Hampshire
$28K 304
HS
1267
Horan Securities
United States
$28K 302 +3 +1%
TCM
1268
Tradewinds Capital Management
Washington
$27K 284
DPA
1269
Delphi Private Advisors
California
$26K 283
TPWA
1270
TRUE Private Wealth Advisors
Oregon
$26K 286 +286 New
NIM
1271
NuWave Investment Management
New Jersey
$25K 265 -2,094 -89%
RA
1272
Rational Advisors
New York
$25K 265 -343 -56%
AP
1273
Advisors Preferred
Maryland
$25K 261 +261 New
RFWA
1274
RPg Family Wealth Advisory
Massachusetts
$24.5K 262 -31,346 -99%
KTC
1275
Kistler-Tiffany Companies
Pennsylvania
$24K 254 -100 -28%